Financial Analyst - Holding Companies

Job Description SummaryThe Financial Analyst – Group Companies, will provide overall financial support in making informed strategic decisions & financial/business analysis. This role is ideal for an early career finance professional who will be responsible for the financial direction of multiple holding organizations including Real Estate, Investments, Insurance, and Personal finances for the family office. What FGF Offers FGF believes in Home Grown Talent, accelerated career growth with leadership training. Unleashing Your Potential Competitive Compensation, Health Benefits, & a generous flexible medical / Health spending account RRSP matching program Tuition reimbursement Discount program that covers almost everything under the sun - Restaurants, gyms, shopping etc. Primary Responsibilities Prepare and review monthly, quarterly, and annual financial statements for multiple holding and investment entities. Create and maintain, improve financial dashboards, while utilizing different AI tools. (Claude, Copilot, etc.) Lead finance-related projects from planning through implementation, ensuring timely and successful execution. Monitor financial reporting processes, identify gaps or risks, and implement process improvements and corrective actions. Conduct detailed financial analysis, valuation, due diligence, and performance monitoring of existing and prospective investments. Manage consolidated cash flow forecasts, liquidity planning, and funding requirements across various investments and entities. Analyze periodic financial and operational reports, providing actionable insights and recommendations to senior management and family stakeholders. Additional duties as assigned. Required Experience A minimum of 1 year of relevant working financial analysis experience. University Degree in Accounting, Business, Economics, Math or a related field. CPA, CFA designtions or working towards one is an asset. Strong work ethic and reliability, with a high sense of accountability and persistence in achieving goals. Excellent interpersonal skills to build positive relationships and manage conflicts constructively. High integrity, adhering to ethical standards and taking responsibility for financial actions. Proficient in data analytics and Excel (pivot tables, VLOOKUPs, common formulas), with strong attention to detail. Effective problem-solving and strategic thinking skills, understanding costing models and financial analysis. Clear and concise communication skills to convey financial information effectively. What is the recipe for a great career at FGF?Working at FGF Brands, there is never a dull moment! As a successful company that is continually growing there is always challenging yet rewarding work to be a part of. We have an entrepreneurial spirit which encourages all our team members to use their own creativity and out of the box thinking to come up with solutions and new ideas.Disclaimer: The above describes the general responsibilities, required knowledge and skills. Please keep in mind that other duties may be added or this description may be amended at any time. In compliance with Ontario’s Bill 190, we confirm that this posting represents a current, existing vacancy within our organization. FGF Brands may use Artificial Intelligence (AI) tools as part of our recruitment and selection process. These tools may assist in screening, assessing, or selecting applicants. AI tools are used to support our recruitment process, with final hiring decisions made by our recruitment and hiring teams. FGF Brands is committed to providing an accessible recruitment process. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process. If you require an accommodation, please let our recruitment team know, and we will work with you to meet your accessibility needs. #LI-AC1 #LI-ONSITE

The Financial Analyst will prepare and review financial statements for multiple holding entities while managing cash flow forecasts and liquidity planning. They will also lead finance-related projects and provide actionable insights to senior management through detailed financial analysis and performance monitoring.

Candidates must have at least one year of relevant financial analysis experience and a university degree in Accounting, Business, Economics, or Math. Proficiency in Excel and data analytics is required, with professional designations like CPA or CFA considered an asset.

• Competitive compensation • Health benefits • Flexible medical/health spending account • RRSP matching program • Tuition reimbursement • Discount program

• Problem solvingPreferred
• Microsoft ExcelPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Financial analysis
• Financial reporting
• Data analytics
• Excel
• Pivot tables
• VLOOKUPs
• Cash flow forecasting
• Liquidity planning
• Valuation
• Due diligence
• Strategic thinking
• Problem-solving
• Communication skills
• Interpersonal skills
• Costing models
• AI tools
• Vlookups
• Concision
• Strategic Decision Making
• Accountability
• Ethical Standards And Conduct
• Strong Work Ethic
• Planning
• Accounting
• Data Analysis
• Business Analysis
• Dashboard
• Business Economics
• Investments
• Cash Flow Forecasting
• Certified Public Accountant
• Chartered Financial Analyst
• Creativity
• Due Diligence
• Finance
• Pivot Tables And Charts
• Financial Analysis
• Financial Statements
• Interpersonal Communications
• Problem Solving
• Leadership Development
• Market Liquidity
• Mathematics
• Real Estate Investments
• Strategic Thinking
• Process Improvement
• Persistence
• Reliability
• Personal Integrity
• Detail Oriented

• Finance & Accounting
• Data & Analytics
• Management & Leadership
• Financial Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts

Minimum education

Bachelor’s degree

Minimum experience

0+ years

Apply by

Jun 24, 2027

Posting language

English

Working hours

40 hours per week