Financial Analyst x2

Vaco Recruiter Services; Toronto; On-site; CAD 75,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Financial Analyst in Toronto. The role involves managing investments, preparing financial reports, and coordinating with various stakeholders. Candidates need to be CPA-qualified or on track to receive their designation, with strong communication skills and knowledge of Microsoft tools. A salary range of $75k to $80k per year is offered.

Qualifications

• 1-2 years of progressive work experience.
• Exceptional organization and self-motivation.
• Problem-solving ability.

Responsibilities

• Manage investments including organizational structures and fund flow.
• Prepare financial and management reporting to ensure accuracy.
• Coordinate with lenders and asset management teams for loan draws.

Skills

CPA-qualified or working towards the designation

Superior communication skills

Advanced knowledge of Microsoft Office

Excellent analytical skills

Experience in real estate

Education

CPA designation

Tools

Microsoft Excel

Microsoft PowerPoint

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
• Support value-add initiatives
• Assist with process & system enhancements with focus on scalability for future growth and improving efficiency
• Assist as needed with due diligence related to refinancing, dispositions, development and redevelopment
• Assist and liaise with tax consultant, as necessary for real estate tax reassessment and appeals

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 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.