Ventures Analyst at Martell Ventures in Kelowna, British Columbia, CA

Compensation: $50,000

About 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.

Why you shouldn't work here – Radical Transparency from our CEO

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 & Accounting
•    Accounting support: journal entries, reconciliations, and month-end close across multiple entities
•    Intercompany reconciliations across CAD and USD entities
•    Review month-end results and identify and comment on anomalies prior to review with partner leaders
•    Year-end preparation and support for external accountants (Grant Thornton)

Reporting & Data
•    Support data integrity across the portfolio — MRR, EV, KPI tracking, week-over-week variance
•    Support weekly portfolio reporting (Weekend Update) with accurate, clean data
•    Maintain internal dashboards and financial models (Excel/HTML)
•    Monitor and create in-house solutions for tracking financial data across the portfolio

Tax & Compliance
•    Support tax filing across multiple jurisdictions (Canada federal/provincial, US 1099s)
•    GST/HST reconciliation and CRA compliance tasks
•    Prepare and file various provincial and federal remittances including PST, WorkSafe BC, and Employee Health Tax (EHT)

Planning & Analysis
•    Budgeting, forecasting, and variance analysis across MVI and portfolio companies
•    Due diligence package preparation and review for new investments
•    Support portfolio companies with onboarding, analysis, general financial questions as needed

Systems & Operations
•    Maintain and organize the file system (Notion, Google Drive, Xero)
•    Help manage the finance tool stack: Xero, Float, Dext, Stripe, Plooto
•    Build out and maintain Notion-based playbooks, trackers, and process documentation
•    Identify inefficiencies and propose systems improvements

Studio Operations & General Support
•    Support new product initiatives and step in to fill operational gaps as the studio scales
•    Coordinate action items across the portfolio, tracking follow-ups and ensuring the team stays aligned on priorities
•    Act as a catch-all resource for time-sensitive tasks that fall outside the bandwidth of senior leadership
•    Assist with scheduling, document preparation, and ad hoc research to keep projects moving
•    Help keep internal communications and deliverables organized and on track

What we are looking for

Degree or diploma in Accounting, Finance, or Business — or actively working toward a CPA
• 0–2 years of experience in accounting, finance, or a related role
• Proficiency in Excel; experience with Xero or similar accounting software is a plus
• High attention to detail — you catch errors and care about getting it right
• Comfortable working across multiple entities, currencies, and jurisdictions
• Self-starter: you don’t wait to be told what to do next
• Curiosity about AI and automation tools — we use them extensively