Financial and Operations Analyst in Toronto

searcher profile

September 30, 2021

by a searcher from Queen's University

Great opportunity to join a PE-backed, acquisitive Toronto-based company for those wanting training before buying their own business or launching a search fund in the future. Financial and Operations Analyst Responsibilities Overview : We are looking for a financial analyst, reporting directly to the CFO of a private equity backed company. The ideal candidate wants to analyze data, drive operational improvements, and make a significant impact at our mid-sized entrepreneurial organization. He/she will be relentless, curious, driven to succeed, a great communicator and will work closely with the CFO to generate value across the organization. Primary Responsibilities: -Develop, automate, and analyze weekly, monthly and annual financial and operational reports for the management team. -Proactively suggest recommendations that will drive profitable growth based on your review of Vortex’s financial and operational data. -Analyze data and provide recommendations to help respond to Request For Proposals (“RFPs”) for pricing new and existing customers. -Ad hoc financial analysis to support the management team. -Develop an understanding of Vortex’s operational processes and IT systems, with an eye to identifying opportunities to document and streamline tasks in a new ERP. -Assist with due diligence on competitors, customers, and suppliers related to acquisitions, sales expansion strategies, and new strategic initiatives. -Collaborate across the organization to assist with project plans and timelines for new initiatives being rolled out across the organization by the CFO. -We are a hands-on, team-focused company. No meeting is too senior or important to involve the candidate and no task is beneath the candidate. We all contribute in many different ways. Qualifications/Experience Required Education and Experience -2-5 years of experience in investment banking, consulting or accounting. -Completion of an economics or business degree from a Canada or U.S. university. -Experience in entrepreneurial organizations (can be professional experience, side hustles, or volunteer experience). -Advanced knowledge of MS Excel. Competency with Word, PowerPoint and Outlook. -Experience with additional data analytics tools an asset, but not required. Personal Attributes -Curiosity. -Tenacity. -Exceptional work ethic and ability to work as a self-starter. -Excellent verbal and written communications. -A competitive person who enjoys winning as part of a team. -A committed team player with a complete absence of politics. Future Growth Opportunities -Grow into a senior leader in the finance organization at Vortex, or with other affiliated companies.
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