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.

Financial Analyst

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