Financial Analyst

Job Summary

We are seeking a detail-oriented and analytical Financial Analyst to join our dynamic team. The ideal candidate will play a crucial role in preparing our internal financial reporting requirements and external investment funds. This role includes supporting our financial planning and analysis efforts and providing insights that drive strategic decision-making.

This position requires a strong understanding of real estate financing, budgeting, and financial modelling, along with proficiency in implementing and running data visualization tools such as Excel, Power BI or other financial planning tool. The Financial Analyst will be expected to communicate effectively across departments and contribute to the overall financial health of the organization.

Competencies

• Accountability - Takes ownership of personal workload.
• Attention to Detail - Attends to details and pursues quality in the accomplishment of tasks, regardless of the volume of duties encountered.
• Client/Customer Focus - Provides superior service to both internal and external customers.
• Communication - Expresses and transmits information with consistency and clarity.
• Cooperation - Works with others to prevent conflict and share resources to encourage symbiotic relationships within the organization.
• Judgement - Ability to use sound reasoning when faced with various issues. Has the ability to make quick, effective decisions.
• Organization - Able to create or maintain processes to ensure all relevant information or tools are easily accessible.
• Professionalism - Demonstrates professional standards of conduct when governing interactions between individuals in a business environment.
• Time Management - Balances a myriad of tasks; prioritizes duties as needed.

Job Duties

• Full cycle accounting of the investment and equity funds and monthly interest calculations and financial statements.
• Report financial data for analysis and forecasting with respect to occupancy, NOIs, profits, trends, costs, cash flows and compliance
• Gather historical data and information from company databases and organize/format it in Excel, creating new financial models as needed.
• Assist with integration work as part of any new business acquisition.
• Assist with financial forecasts, review of corporate statements and monthly variances of budget to actual and providing explanations.
• Assist with the budgeting process and the input and annual budgets into the ERP system or other financial planning tool.
• Cross-train and back-fill for other team members when required.
• Conduct thorough financial analysis to support budgeting and forecasting processes.
• Prepare detailed reports that summarize financial performance and trends.
• Utilize reporting tool to create visual representations of data for easier interpretation.
• Collaborate with various departments to gather data and provide insights for strategic planning.
• Communicate findings clearly to stakeholders, ensuring understanding of complex financial concepts.
• Assist in preparation of rent increase calculations for residential real estate properties in line with provincial guidelines.
• Create Capital Asset schedules and maintain on a monthly basis for various real estate properties, corporate entities and manufacturing entities.
• Support managers on ad hoc requests.
• Stay updated on industry trends and best practices in financial analysis.
• Assist with the selection and integration of new FP&A reporting tool.

Job Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• CPA, CFA or MBA certification is a valuable asset.
• At least 3-5 years of experience in financial modeling.
• Exceptional skills in Microsoft Excel.
• Experience with Yardi is advantageous.
• Proficiency in data visualization tools such as Power BI is highly desirable.
• Preferred background in the real estate industry.
• In-depth knowledge of cost and financial accounting procedures, analysis, and reporting.
• Strong analytical abilities with meticulous attention to detail and accuracy.
• Capable of meeting tight deadlines while effectively prioritizing and managing multiple tasks while maintaining confidentiality.
• Excellent communication skills, with the ability to bridge the gap between technical financial analysis and everyday understanding, ensuring clarity for diverse audiences.
• Ability to work independently as well as collaboratively within a team environment.

Pay: $75,000.00-$90,000.00 per year

Benefits:

• On-site parking

Application question(s):

• What level of excel proficiency do you have?

Education:

• Bachelor's Degree (preferred)

Experience:

• Financial modeling: 3 years (preferred)

Work Location: In person