Financial Analyst(Accounts)

Gallagher & Mohan; Remote; CAD 60,000 - 80,000; Full time

Job summary

A real estate-focused financial firm based in Canada is looking for a Financial Analyst (Accounts) to support financial analysis and reporting. Responsibilities include monthly bank reconciliations, preparing financial entries, and managing cash activities. The ideal candidate has 1-3 years of experience in accounting processes, proficiency in Yardi Voyager is preferred, and a degree in finance or a related field. This position offers a full-time and permanent employment opportunity with remote work options.

Qualifications

• Minimum 1-3 years of experience in Accounting Process.
• Must possess strong analytical and problem-solving skills.
• Proficiency in Excel, Word, and PowerPoint is required.

Responsibilities

• Perform monthly bank reconciliations for all accounts.
• Create financial entries and prepare reports.
• Monitor bank account balances to ensure operational funds.

Skills

Accounting Process

Yardi Voyager

Data collection and analysis

Analytical skills

Organizational skills

Communication skills

Excel proficiency

Education

MBA-Finance/CA/ACCA/B.Com/M.Com or Master's in Real Estate

Tools

Excel

Yardi Software

Database systems

Job description

Job Position: Financial Analyst (Accounts)

About Us

Gallagher & Mohan works exclusively within the real estate industry. Our mission is to provide financial analysis, marketing, and accounting support to our clients. Our clients are real estate-focused private equity investors, developers, fund managers, brokers, and more. We pride ourselves on our quality, strong communication, and work ethic. We are a natural extension of our client’s existing infrastructure. The type of transactions we currently work on range from multifamily apartment complexes to large office towers in the United States and European markets, with values ranging from $10 million USD to $200 million+ USD.

Roles & Responsibilities

Bank Reconciliation

• Perform monthly bank reconciliations for all accounts, ensuring transaction accuracy and integrity.

Investor Reports

• Create essential financial entries, including PPD, Depreciation, and Accrual Journal Entries.
• Update preferred return schedules and prepare Budget Comparison Reports for monthly presentation to investors.

Cash Activity Management

• Monitor bank account balances to ensure sufficient funds for operations.
• Approve appropriate Accounts Payable (AP) and Account Receivables (AR) amounts based on available funds.

Draw Requests

• Initiate draw requests for Building Improvement (BI) and Tenant Improvement (TI) projects with lenders.

Lender Reports

• Prepare and distribute comprehensive financial reports to lenders quarterly.

Payroll Reconciliation

• Thoroughly reconcile payroll before entry into Yardi. (Preferred)

Requirements – Skills, Knowledge, And Abilities

• Experience: Minimum 01-03 years of experience Accounting Process.
• Software: Yardi Voyager (preferred)
• Education: MBA-Finance/CA/ACCA/B.Com/M.Com or Master’s degree in Real Estate (preferred), Business, Economics.
• Knowledge: They require experience managing workload, report productions, and programs. Knowledge in Investor reporting, record to report. It is also vital that analysts have a good understanding of accounting process, and real estate investments.
• Research skills: Most real estate analyst jobs involve data collection and analysis; hence, they must possess substantial data collection, validation, and auditing skills. They must be up-to-date with recent trends and news in the industry.
• Analytical skills and problem-solving abilities: They require high-level analytical skills to run accounting or financial trends and analyze all aspects of the local real estate markets, and exposure to Yardi Software(preferred).
• Organizational skills: They require the ability to multi-task, manage time and workload
• Strong written and oral communication skills: They must possess solid or fluent writing skills because their job entails writing reports and rankings for internal and external professional communications. They must also have oral communication abilities to work in a team environment, effectively present reports, and communicate technical or numerate data in a clear and concise manner. They need to have the ability to work effectively under pressure. They must be able to make rational decisions when under pressure.
• Computer skills: They must be proficient in using Excel, Word, PowerPoint, and Database systems.
• Team player: They require the capability to work within the team and work within a diverse, collaborative, and driven professional environment.
• Entrepreneurial: Real estate analysts must be a self-starter with the ability to work independently and think proactively and strategically. Also, they must be proactive and able to align research with the business for innovative research output.

Job Specifications

• Experience: Minimum 01-03 Years (Must Have)
• Title: Financial Analyst (Accounts)
• Department: Financial Analysis
• Employment Type: Full-time, Permanent
• Shift Timing: EST/PST (US time Zone)
• Job Location: Working Remotely, New Delhi.
• Note: Please apply only if you can join immediately (in a week or so)