Senior Financial Analyst

Equiton Inc; Burlington; On-site; CAD 75,000 - 85,000; Full time

Job summary

Equiton Inc is seeking a Senior Financial Analyst to join their Investment Finance and Asset Management Team in Burlington. This pivotal role involves comprehensive financial reporting, asset valuation, and collaboration across departments to enhance strategic decision-making. The ideal candidate will possess a relevant degree, CFA preference, and 3-5 years of industry experience, thriving in a detailed, communicative environment that prioritizes integrity and initiative.

Qualifications

• 3-5 years’ experience in the accounting and finance sector.
• Understand IFRS, GAAP and auditing standards.
• Strong experience in financial reporting and modelling.

Responsibilities

• Perform financial forecasting, reporting, and metrics tracking.
• Evaluate financial performance by comparing actual results with forecasts.
• Manage property and mortgage portfolio appraisal processes.

Skills

Strategic analysis

Attention to detail

Organizational skills

Problem-solving

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Business, Finance or related field

CFA or in process

Tools

Microsoft Office Suite

Accounting software

Job description

Direct message the job poster from Equiton Inc

Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We have discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

Our Culture :

At Equiton, our culture is the cornerstone of our success. We prioritize our people, recognizing their contributions by fostering an environment where initiative, integrity, and innovation thrive. With a commitment to employee well-being, continuous learning, and community engagement, we cultivate a dynamic workplace that empowers individuals to realize their full potential while driving our collective growth towards shared aspirations.

About the Position :

The Senior Financial Analyst, is an integral role within the Investment Finance and Asset Management Team, that reports into the Vice President of Investment Finance and Asset Management. This role is responsible for timely and accurate internal and external financial reporting for the Equiton Group of companies and will also conduct asset valuations across the Equiton portfolio.

This position will collaborate with various teams including Acquisitions, Development, Property Management & Operations, Legal, Marketing and Accounting to deliver strategic analysis while applying best practices in all Equiton financial reporting.

Key Functions and Responsibilities :

• Perform financial forecasting, reporting, and operational metrics tracking utilized in the annual and quarterly financial reporting cycles
• Evaluate financial, property and fund level performance by comparing and analyzing actual results with plans and forecasts
• Analyze financial data and create financial models for decision-making support
• Manage Property and Mortgage Portfolio Appraisal process with third party providers; conduct external and internal valuation processes for two (2) real estate funds, and summarize and communicate results for review and approval on a quarterly basis
• Provide support to Accounting, Finance and Property Management & Operations, as well as providing financial analysis and insights for the company as a whole
• Establish, monitor and report on key performance indicators for Equiton marketing purposes
• Perform market research, data mining, business intelligence and valuation comps
• Provide the Equiton Sales departments with performance trends and information utilized in sales efforts
• Participate in preparation of fund raising materials
• Increase productivity by developing automated reporting / forecasting tools
• Ensuring compliance with industry standards and rules, as well as government requirements
• Ad hoc requests from CFO, Finance and Operations

Required Skills and Abilities :

• Proven strategic analysis and ability to run complex models
• High attention to detail and commitment to accuracy
• Excellent organization, prioritizing and problem-solving skills
• Strong written and verbal communication skills
• Ambition and the desire to learn and continue to grow
• Flexibility, and the ability to manage changing priorities
• Excellent interpersonal and communication skills (verbal and written)

Education and Experience :

• Bachelor’s degree in Business, Finance or related field of study
• CFA or in process
• 3-5 years’ experience in the accounting and finance sector
• Understand of IFRS, GAAP and auditing standards
• Proficient in Microsoft Office Suite and accounting software
• Experienced in the due diligence and M&A
• Strong experience in both financial reporting and financial modelling is required

Predictive Index :

As part of the hiring process at Equiton, we ask that candidates complete two assessments. Please set aside 5-10 uninterrupted minutes for completion of the Predictive Index Behavioral Assessment, although you have unlimited time to complete the assessment once it is started. This assessment does not measure intelligence, education, or experience. It simply measures work and communication needs. Please click here to complete.

Once you have completed the Behavioral Assessment you will receive an email with instructions to complete a second assessment, The Predictive Index Cognitive Assessment. The email will be coming from the address [emailprotected] and may be redirected to your junk mailbox. This is a timed assessment that includes verbal, numerical, and abstract reasoning questions. Please set aside 12 uninterrupted minutes for completion. The assessment does not measure intelligence, education, or experience. It simply measures a person's capacity to learn, adapt, and grasp new concepts.

Our Core Values :

• Integrity : Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.
• Accountability : Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.
• Expertise : Offering the highest level of professional expertise, quality service and knowledgeable insights.
• Customer Focused : We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.
• Entrepreneurial Spirit : Focusing on a growth mindset, continuous improvement, embracing change, and recognizing goals are achieved through dedication and hard work.

Our Commitment to Diversity, Equity and Inclusion :

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background, and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance, Analyst, and Accounting / Auditing

Financial Services and Real Estate

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Senior Financial Analyst • Burlington, Halton Region, Canada