Residential Financial Analyst

The Effort Trust Company; Hamilton; On-site; CAD 60,000 - 80,000; Full time

Job summary

The Effort Trust Company is seeking a Residential Financial Analyst to manage the budgeting process and prepare financial reports for its residential portfolio. This role requires expertise in financial analysis, forecasting, and strong communication skills. The ideal candidate will also develop key performance indicators and support the financial efficiency of properties. Opportunities for process improvement and special projects related to software upgrades are available.

Qualifications

• Experience in financial analysis, budget formulation, financial planning.
• Considerable experience with financial controls & performance reporting.
• CPA designation preferred or in progress.

Responsibilities

• Oversee budgeting process and variance reporting.
• Prepare financial reporting packages for management.
• Conduct financial efficiency assessments across the portfolio.

Skills

Problem-solving

Financial analysis

Analytical skills

Communication

Interpersonal skills

Education

Bachelor’s degree in business administration, accounting, finance, or related field

Tools

Excel

Job description

Favourites

0

No favourite properties yet

• Home
• Accessibility
• Residential
• Ancaster
• Burlington
• Cambridge
• Cobourg
• Dundas
• Hamilton
• Kitchener
• St. Catharines
• Stoney Creek
• Toronto
• Waterloo
• Welland
• Woodstock
• Commercial
• Seniors
• About Us
• Careers
• Contact Us
• FAQs
• Accessibility
• Contact Us
  

Careers

Back to Career Opportunities

50 King Street East Hamilton, ON L8N 1A6

Residential Financial Analyst

Job Type

Full time

Job Description

The Effort Trust Company is currently looking for a Residential Financial Analyst at our office in Hamilton, Ontario. The Residential Financial Analyst will be responsible for the development, implementation, and oversight of the budget for our residential portfolio as well as preparation of financial reporting packages for management.

Main Duties

• Oversee the preparation, analysis, implementation and monitoring of a robust budgeting process in conjunction with relevant stakeholders.
• Manage the roll out of the budgeting process including the training and support of Property Managers, Project Managers and other stakeholders.
• Develop and implement a monthly variance reporting process showing a comparative analysis of the actual revenues, operating expenses and capital expenditures versus the budget for all buildings in our portfolio.
• Ensure that expenditures stay within approved budgets. Investigate significant variances, follow up with stakeholders like Property Mangers to explain variances and escalate exceptions to management.
• Assess the financial efficiency of buildings in our portfolio by analyzing costs and identifying areas for potential savings.
• Support the Month End and Year End accounting process, especially during audits and financial reviews.
• Prepare financial reporting packages for management as required.
• Develop and report on key performance indicators relevant to the real estates industry.
  
  

Other Duties

In addition to providing supervision and mentorship to the team, the Residential Financial Analyst will be responsible for:

• Participate in special projects related to, but not limited to, the roll out of software upgrades and new software modules.
• Bring forward ideas for process improvements that will enhance the financial reporting package.
• Work closely with the Residential Management Team to ensure their needs are met with respect to financial reports and variance analysis.
  
  

Qualifications

• A bachelor’s degree in business administration, accounting, finance, or related field preferred.
• Considerable experience in financial analysis and forecasting, budget formulation, financial planning, financial controls and financial performance reporting.
• Experience in developing a budget process, including the development of key assumptions.
• CPA designation (or working towards it).
• Proven problem-solving capabilities.
• Above average excel skills with an ability to develop dashboard reporting for KPI’s specific to the multi-residential industry.
• Strong interpersonal and communication skills to interact with senior management as well as property managers and team members.
• Strong analytical and time management skills.
  
  

How to Apply

The Effort Trust Company is an equal opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

We welcome all applications, however only those applicants selected for an interview will be contacted.

Please send your resume to: [e-mail]

Effort Trust Head Office

• 50 King Street East
• Hamilton, ON L8N 1A6
  
  

Office Hours

Mon-Fri: 9:00AM - 5:00PM

• Privacy Statement
• Sitemap
  
  

Copyright 2025 The Effort Trust Company Ltd. All rights reserved.

Rentsync

ShareThis Copy and Paste