Financial Analyst x2

Vaco by Highspring; Burlington; On-site; CAD 75,000 - 80,000; Full time

Job summary

A financial services firm located in Burlington is seeking an individual to manage investments and prepare financial reports. You will be responsible for onboarding investments and ensuring compliance with statutory requirements. The ideal candidate is CPA-qualified or working towards it, with 1-2 years of experience and strong skills in Excel. The position offers a competitive salary range of $75,000 - $80,000 per year.

Qualifications

• 1-2 years of progressive work experience in finance.
• Experience in real estate or industry is a plus.

Responsibilities

• Manage investments effectively.
• Prepare various financial reports and analyses.
• Work with asset management teams on budget development.

Skills

Advanced Excel

Communication skills

Analytical skills

Problem-solving

Organizational skills

Education

CPA qualification or working towards it

Tools

Microsoft Office

Job description

About the Opportunity

• Manage investments
• Onboard and offboard investments – including review of organizational structures, review of fund flow in close coordination with tax, open bank accounts, review loan agreements, review cash management agreements, review closing statements, purchase price allocations, onboard third-party property managers, etc.
• Prepare various financial information and analytics to ensure accuracy of reporting as well as optimal performance
• Prepare materials for valuation meeting, board meeting and quarterly results meeting
• Prepare financial and management reporting to ensure accuracy and analyze return goals (IRR, MOC, TWR)
• Ensure lender compliance, REIT compliance, statutory compliance, governance & control testing, etc.
• Coordinate with lenders and internal asset management teams to submit loan draws
• Prepare investor capital calls and distributions
• Reporting – Fund reporting and investment property reporting
• Prepare financial statements and investor reporting prepared in accordance with US GAAP – Investment Company Accounting and IFRS
• Prepare quarterly reporting deliverables, including board meeting materials
• Assist with the external audit and tax reporting process with big 4 firms
• Financial, Planning & Analysis – Review and update quarterly valuation models
• Work with asset management team to develop an annual budget as well as a 5-year business plan
• Assist with regular forecasting / reforecasting and related analytics
• Monitor liquidity and assess capital needs for the business

About You

CPA-qualified or working towards obtaining the designation, with 1-2 years of progressive work experience

Superior communication (written and verbal) and interpersonal skills; able to interact professionally with various levels of internal & external stakeholders

Exceptionally organized, self-motivated and proactive, with proven ability to prioritize and deliver results independently, while working together with a team in a fast-paced environment

Advanced knowledge of Microsoft Office tools, especially Excel and PowerPoint

Excellent analytical and problem-solving ability

Experience in real estate or working experience in industry is a plus

Salary

Salary Range

$75,000 - $80,000 / year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote 458137.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to :

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.