Company Description White Owl Family Office Group is a private investment company with diversified holdings in real estate, private businesses, and public and private equity and debt instruments. The organization manages long-term capital across multiple asset classes, focusing on disciplined investment strategies and sustainable value creation. Operating in both Canada and the United States, White Owl provides a dynamic environment that blends entrepreneurial decision-making with institutional rigor. Team members collaborate closely on investment analysis, portfolio management, and strategic initiatives that support the group’s multi-generational objectives.
Role Description The Financial Analyst role is a full-time, on-site position based in Markham, ON. The analyst will provide support for reporting, process improvements and financial analyses.
Key Responsibilities include the following:
Financial Planning & Forecasting
· Use technology to enhance the model & efficiency.
· Create, maintain, and update corporate forecasting and budgeting models.
· Monitor actual results against budgets, forecasts, and key assumptions, and assist with variance analysis.
· Prepare financial projections, scenario analyses, and supporting schedules for management review.
· Assist in the development of KPI/flash reports and consistent financial planning processes and reporting templates.
Investment Portfolio Communication & Reporting
· Monitor investment correspondence and action any deliverables.
· Enhance processes using technology.
· Review financial results and performance information for the investment portfolio.
· Gather and organize portfolio company financial statements and related supporting documentation.
· Coordinate with investment managers and business partners as required.
Documentation & Data Management
· Organize historical and current investment, real estate, and financial documents.
· Maintain orderly, accurate, and accessible records for portfolio companies, investment managers, service providers, and real estate projects as needed.
· Assist in the formation and standardization of financial reporting procedures and document management practices.
· Support special projects and other financial analysis requirements as needed.
Reporting Systems, Addepar & iCapital
· Assist in updating and generating reports from Addepar and other investment performance reporting platforms.
· Oversee and review data entered by iCapital, and participate in regular meetings with iCapital to support data quality and reporting accuracy.
· Help standardize reporting processes, procedures, and outputs across investment and financial reporting activities.
· Identify opportunities to improve reporting efficiency, accuracy, and consistency using technology.
Month-End, Quarter-End & General Ledger Support
· Assist in the preparation and completion of month-end and quarter-end processes related to investment reporting using technology.
· Support the loading of investment information into the general ledger and assist with reconciliations as required.
· Coordinate with accounting and finance team members to ensure completeness, timeliness, and accuracy of financial information.
· Maintain supporting documentation for accounting, audit, management reporting, and compliance purposes.
Other
· Support team members/analysts as needed for coverage.
· Other special projects.ning & Forecasting
· Use technology to enhance the model & efficiency.
· Create, maintain, and update corporate forecasting and budgeting models.
· Monitor actual results against budgets, forecasts, and key assumptions, and assist with variance analysis.
· Prepare financial projections, scenario analyses, and supporting schedules for management review.
· Assist in the development of KPI/flash reports and consistent financial planning processes and reporting templates.
Investment Portfolio Communication & Reporting
· Monitor investment correspondence and action any deliverables.
· Enhance processes using technology.
· Review financial results and performance information for the investment portfolio.
· Gather and organize portfolio company financial statements and related supporting documentation.
· Coordinate with investment managers and business partners as required.
Documentation & Data Management
· Organize historical and current investment, real estate, and financial documents.
· Maintain orderly, accurate, and accessible records for portfolio companies, investment managers, service providers, and real estate projects as needed.
· Assist in the formation and standardization of financial reporting procedures and document management practices.
· Support special projects and other financial analysis requirements as needed.
Reporting Systems, Addepar & iCapital
· Assist in updating and generating reports from Addepar and other investment performance reporting platforms.
· Oversee and review data entered by iCapital, and participate in regular meetings with iCapital to support data quality and reporting accuracy.
· Help standardize reporting processes, procedures, and outputs across investment and financial reporting activities.
· Identify opportunities to improve reporting efficiency, accuracy, and consistency using technology.
Month-End, Quarter-End & General Ledger Support
· Assist in the preparation and completion of month-end and quarter-end processes related to investment reporting using technology.
· Support the loading of investment information into the general ledger and assist with reconciliations as required.
· Coordinate with accounting and finance team members to ensure completeness, timeliness, and accuracy of financial information.
· Maintain supporting documentation for accounting, audit, management reporting, and compliance purposes.
Other
· Support team members/analysts as needed for coverage.
· Other special projects.
Qualifications
- Candidates should possess strong Finance and Financial Planning skills, including budgeting, forecasting, and capital allocation.
- Candidates should possess advanced Analytical Skills and the ability to interpret complex data sets and market information.
- Candidates should possess expertise in Financial Statements and Financial Reporting, including preparing and reviewing balance sheets, income statements, and cash flow reports.
- Relevant skills such as financial modeling (Excel or similar tools), valuation techniques, and familiarity with real estate and private equity analysis are beneficial.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Strong attention to detail, organizational skills, and the ability to communicate clearly in written and verbal form.
- Ability to work collaboratively in an on-site team environment and manage multiple priorities in a fast-paced setting.
