Senior Financial Analyst

Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process, please advise your Human Resources representative. Information relating to the need for accommodation and accommodation measures will be addressed confidentially.

POSITION PROFILE – SENIOR FINANCIAL ANALYST
Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC, is seeking a Senior Financial Analyst. The organization is a single-family office managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes including fixed income, public equity, private equity, hedge funds, infrastructure, and real estate.

The Senior Financial Analyst plays a key role within the finance department. The ideal candidate will be an accredited, experienced, and self-motivated team player who possesses strong analytical skills, advanced practical experience in business software applications, and holds themselves to a high level of personal accountability.

• Leads the analysis of current and future requirements of the budgeting process and reporting requirements of financial information to meet the needs of executives and other stakeholders.
• Identifies, develops, and implements appropriate/best practices and standardized reporting tools, such as templates or analysis tools for budgeting, forecasting, and reporting.
• Constantly seeks opportunities to improve processes and streamline operations by investigating and applying innovative and appropriate solutions for information delivery and reporting submission.
• Accountable for identifying and investigating quarterly variances to budget and forecast, proactively identifying potential risks and opportunities for improvement. Recognizes business requirements defining key performance indicators (KPIs) and specific objectives, tracking them regularly.
• Leads system administration, system improvements, and process training as required.
• Ensure understanding of client requirements, providing recommendations, offering/proposing solutions, as well as creating functional documentation to ensure high-end client satisfaction.
• Develop a strong understanding of the company’s income-producing property portfolio from an accounting and operational perspective and can communicate key issues with management. Define, measure, analyze, and improve current processes with impacts to financial results.
• Monitor internal controls and implement solutions to ensure financial accuracy and adherence to policies, processes, and procedures.
• Assist in mentoring the development of other team members through informal discussions.
• Collaborate in cross-functional initiatives and ad hoc projects to provide financial analysis for decision support.
• Assist in the completion of special projects and/or ad hoc projects throughout the business.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. CPA, CFA, or MBA preferred.
• Minimum 3 years of progressive experience in finance or accounting roles.
• Experience with investments, commercial property operations, or property development is an asset.
• Sound financial modeling/analysis skills in Excel, analytical and problem-solving skills with a solid understanding of accounting principles.
• Expert in Excel with case use of Power Query and Power Pivot functionality. Experience with Power BI is considered an asset.
• Excellent organizational skills with the ability to multi-task and accurately work in a fast-paced environment with ever-changing deadlines, priorities, and requirements.
• Experienced in project management leading processes and timelines. System implementation experience is considered an asset.
• Excellent communication skills with the ability to articulate key themes and messages in simple & easy-to-follow formats catered appropriately to the intended audience.