Analyst - Portfolio Operations

Analyst - Portfolio Operations
Saint John, NB or Halifax, NS
Reference # HL-OCA-9220

Our client, Ocean Capital Holdings Limited, is a privately held company with its head office located in Saint John, NB with interests in a number of businesses, including broadcasting, construction, energy, and real estate. Their purpose is to grow winning businesses with great people, which contribute to better communities. They unlock the potential of their businesses through imagination and a passion for winning, and they celebrate the uniqueness in each person. Their focus is on excellence and accomplishment.

Ocean Capital has an immediate opening for an Analyst - Portfolio Operations. Reporting to the Manager - Financial Planning and Analysis, this role provides the analytical depth, financial insight, and operational support required to inform strategic decision-making across the organization. The Analyst will be responsible for preparing consolidated forecasts, conducting in-depth financial analysis and benchmarking, and contributing to key reporting and compliance activities. The role will also support the evaluation of potential mergers and acquisitions, including research, financial modelling, and due diligence activities.

Responsibilities will include:

Financial Reporting & Analysis

• Prepare high-quality financial analyses, models, and actionable insights.
• Prepare and present consolidated forecasts and operating results for key stakeholders.
• Perform financial modelling, forecasting, and budgeting to support strategic initiatives and business planning.
• Generate reports and conduct financial analysis to assess business performance and identify key drivers.
• Analyze budget versus actual results, presenting meaningful metrics and insights to support decision-making.
• Contribute to Board and management reporting, compliance, and governance activities.
• Collaborate on quarterly and year-end reporting to ensure accurate performance tracking.

Strategic Projects and Business Operations

• Develop and maintain industry benchmarking and research for financial and operational metrics.
• Conduct ongoing assessments of internal and external business environments to inform strategy.
• Analyze industry structures, competitive landscapes, and potential acquisition targets.
• Support the development and monitoring of operating business strategies and participate in consolidation project activities.
• Measure performance and conduct post-implementation analysis of business improvement initiatives.
• Develop and manage Standard Operating Procedures (SOPs), ensuring version control and consistency.
• Collaborate with operating businesses to streamline and systematize processes, driving efficiency and productivity.

Merger and Acquisition Support

• Support deal screening and opportunity evaluation activities.
• Conduct financial analysis and support the Letter of Intent (LOI) and M&A processes.
• Support due diligence activities and manage data rooms throughout the transaction process.

The ideal candidate will possess:

• Degree in Business, Finance, Economics, or a related field.
• CPA designation with 3-5 years of post-designation experience.
• At least 5 years of business operations experience in a comparable role requiring financial analysis and reporting.
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Excellent verbal and written communication skills, complemented by a strategic mindset and intellectual curiosity.
• Highly organized with strong project management skills and the ability to manage multiple priorities in a dynamic environment.
• Collaborative and team-oriented, with the ability to build relationships across functions and operating businesses.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Experience with Oracle EPM is considered an asset.
• Self-motivated and proactive, with a strong sense of ownership and accountability.

Ocean Capital continues to grow! Don't miss this opportunity to contribute to our client's dedicated team.

To express interest in this opportunity please apply directly online at: Analyst - Portfolio Operations

For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at [email protected]. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

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