Compensation $50,000About Martell Group The Martell Group exists to build people, brands, and ventures that create meaningful impact. Across our four companies, we combine audience, operators, and execution to launch scalable products and empower ambitious leaders in Media, B2B SaaS, and AI.Founded by serial entrepreneur and investor Dan Martell (investor in Udemy, Intercom, and Unbounce), we’re building a company that values leadership, growth, and simplicity, and we’re looking for people who live those values too.Our goal is to attract world‑class talent and align people where their impact is greatest. When you apply to Martell Group, you’ll automatically be considered for all open roles across our companies, not just the one you applied for.About the role You’ll work directly with the Financial & Operational Controller on everything from day‑to‑day accounting and KPI reporting to tax filings, due diligence, and building internal financial systems. This is a high‑exposure, high‑ownership role — you’ll see the full picture of how a venture studio operates financially and get reps in areas most junior finance roles don’t touch for years.What you will do Finance & AccountingAccounting support: journal entries, reconciliations, and month‑end close across multiple entitiesIntercompany reconciliations across CAD and USD entitiesReview month‑end results and identify and comment on anomalies prior to review with partner leadersYear‑end preparation and support for external accountants (Grant Thornton)Reporting & DataSupport data integrity across the portfolio — MRR, EV, KPI tracking, week‑over‑week varianceSupport weekly portfolio reporting (Weekend Update) with accurate, clean dataMaintain internal dashboards and financial models (Excel/HTML)Monitor and create in‑house solutions for tracking financial data across the portfolioTax & ComplianceSupport tax filing across multiple jurisdictions (Canada federal/provincial, US 1099s)GST/HST reconciliation and CRA compliance tasksPrepare and file various provincial and federal remittances including PST, WorkSafe BC, and Employee Health Tax (EHT)Planning & AnalysisBudgeting, forecasting, and variance analysis across MVI and portfolio companiesDue diligence package preparation and review for new investmentsSupport portfolio companies with onboarding, analysis, general financial questions as neededSystems & OperationsMaintain and organize the file system (Notion, Google Drive, Xero)Help manage the finance tool stack: Xero, Float, Dext, Stripe, PlootoBuild out and maintain Notion‑based playbooks, trackers, and process documentationIdentify inefficiencies and propose systems improvementsStudio Operations & General SupportSupport new product initiatives and step in to fill operational gaps as the studio scalesCoordinate action items across the portfolio, tracking follow‑ups and ensuring the team stays aligned on prioritiesAct as a catch‑all resource for time‑sensitive tasks that fall outside the bandwidth of senior leadershipAssist with scheduling, document preparation, and ad hoc research to keep projects movingHelp keep internal communications and deliverables organized and on trackWhat we are looking for Degree or diploma in Accounting, Finance, or Business — or actively working toward a CPA0–2 years of experience in accounting, finance, or a related roleProficiency in Excel; experience with Xero or similar accounting software is a plusHigh attention to detail — you catch errors and care about getting it rightComfortable working across multiple entities, currencies, and jurisdictionsSelf‑starter: you don’t wait to be told what to do nextCuriosity about AI and automation tools — we use them extensively#J-18808-Ljbffr
Ventures Analyst
MARTELL MEDIA
west kelowna, west kelowna
Published 26 days ago
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