Financial Analyst

Westbow Group of Companies; Chilliwack; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and Dental benefits package

RRSP Matching program

Investment opportunities with Westbow

Employee discount at Wodr Thermal Spa

Supportive team and leadership

Casual and energetic work environment

Fun and inclusive company events

Volunteer opportunities with Westbow

Job summary

Westbow Group of Companies in Canada is seeking a Senior Financial Analyst - Real Estate to act as a high-ownership finance partner for a defined real estate portfolio. You will lead monthly reporting, support capital and financing processes, and translate complex financial information into clear recommendations for ownership and lenders.

In this role, you will work on CMHC and conventional financing, maintain cash forecasts, and build robust financial models and scenarios to guide operating

Qualifications

• 3–6 years of progressive finance experience, ideally within real estate, development, property management, or another capital-intensive industry.
• CPA designation or active CPA candidacy is preferred.
• Strong Excel and financial modelling skills, including proformas, cash forecasts, and scenario analysis.
• Experience with financing, lender reporting, covenant tracking, capital management, or portfolio reporting is an asset.
• Strong communication skills with the confidence to present financial insights and move decisions forward.

Responsibilities

• Lead financing processes from analysis through submission, including CMHC, conventional, bridge, and other structures.
• Own cash forecasting for the assigned portfolio and maintain liquidity visibility.
• Monitor covenant compliance, support lender relationships, and prepare bank reviews.
• Lead monthly reporting cycle from close to ownership delivery with variance analysis and commentary.
• Produce management reporting that clarifies performance and timing vs structural drivers.
• Serve as the primary finance partner to operational teams and provide timely financial guidance.
• Build and maintain proformas, financial models, business cases, and scenario analyses for decisions.
• Identify and escalate financial risks early, including covenant exposure and liquidity gaps.
• Support quarterly/annual reporting, budgeting, and strategic planning.

Skills

Financial reporting

Forecasting

Financial modelling

Cash flow

Proformas

Lender relations

Portfolio management

Education

Business degree

CPA designation

Tools

Excel

Job description

Founded in 1977, the Westbow Group of Companies is made up of high-quality businesses throughout various industries. Based in Chilliwack, BC with operations in Western Canada and Guatemala City, our companies tackle construction, investing, agriculture and non-profit causes, constantly aiming to produce Quality for Generations. We are a company that prides itself on its values:

• We are creative and innovative
• We have fun
• We act with integrity

About the role

As the Senior Financial Analyst - Real Estate, you will be a high-ownership finance partner supporting a defined real estate portfolio or business unit. This role is responsible for helping portfolio performance become more predictable, clearly explained, and proactively managed through disciplined reporting, forecasting, financing support, and risk management. You will lead the monthly reporting cycle, support capital and financing processes, and translate complex financial information into clear recommendations for operational leaders, ownership, and lenders. This is an opportunity for someone who wants direct exposure to decision makers and enjoys operating with independence, sound judgment, and a strong business-partner mindset.

Annual Salary Range:

$90,000-$140,000

What you’re great at

• Turning financial data into clear, practical insights that help leaders make confident decisions.
• Influencing and partnering with operational teams without needing a direct reporting line.
• Staying composed during month-end, lender deadlines, covenant reviews, and other high-stakes timelines.
• Communicating difficult or uncertain financial information with context, professionalism, and solutions.
• Building strong financial models, proformas, forecasts, and reports that are accurate, consistent, and easy to understand.
• Balancing detail, deadlines, and business priorities in a fast-paced, entrepreneurial environment.
• Supporting and coaching junior team members when needed, while taking ownership of your own portfolio.

What you’ll be doing

• Lead financing processes from analysis through submission, including CMHC, conventional, bridge, and other financing structures.
• Own cash forecasting for the assigned portfolio, maintaining forward-looking visibility on liquidity, debt maturities, and refinancing readiness.
• Monitor covenant compliance, support lender relationships, and help prepare annual bank reviews with disciplined, lender-ready information.
• Lead the monthly reporting cycle from close through ownership delivery, including financial statements, variance analysis, and forward-looking commentary.
• Produce management reporting that clearly explains performance, distinguishes timing impacts from structural drivers, and improves consistency across assets and periods.
• Serve as the primary finance partner to assigned operational teams, building trust-based relationships and providing timely financial guidance.
• Build and maintain proformas, financial models, business cases, and scenario analysis to support operating decisions, acquisitions, dispositions, and capital deployment.
• Identify and escalation financial risks early, including covenant exposure, liquidity gaps, performance variances, and other material portfolio risks.
• Support quarterly and annual reporting cycles, budget planning, strategic planning, and value-added process improvements.
• Leading or participating in value added ad hoc projects, including process improvements, implementation, and analysis of KPIs and implementation of technology solutions.

What we’re looking for

• 3-6 years of progressive finance experience, ideally within real estate, development, property management, or another capital-intensive industry.
• Business degree with strong knowledge of accounting, finance, financial statements, budgeting, forecasting, and variance analysis.
• CPA designation or active CPA candidacy is preferred.
• Strong Excel and financial modelling skills, including comfort working with proformas, cash forecasts, and scenario analysis.
• Experience with financing, lender reporting, covenant tracking, capital management, or portfolio reporting is considered an asset.
• Strong communication skills with the confidence to present financial insights, challenge assumptions, and move decisions forward.
• Ability to work independently, manage competing priorities, and maintain accuracy and credibility under deadlines.

What you can expect from us

• Medical and Dental benefits package
• RRSP Matching program
• Investment opportunities with Westbow Capital
• Employee discount at Wodr Thermal Spa
• Supportive team and leadership staff
• Casual and energetic work environment
• Fun and inclusive company events
• Volunteer opportunities with Westbow Gives Back

At Westbow our vision is to create a world where every person has the skills and opportunities to reach their greatest potential. We value our employees; we are creative and innovative, and we strive to build lasting value in all that we do. We offer a casual and flexible work environment, growth and development opportunities, investment matching and new home discounts.