Senior Financial Analyst, Real Estate Finance

Nicola Wealth Management Ltd.; Vancouver; On-site; CAD 85,000 - 110,000; Full time

Job summary

Join Nicola Wealth Management as a key member of the Real Estate Finance team, where you'll contribute to financial due diligence on real estate investments and collaborate closely with the Investment Team. This role emphasizes analytical skills, strong communication, and a commitment to ongoing learning within a values-driven culture.

Benefits

Performance bonus

RRSP contribution

Participation in profit-sharing program

Qualifications

• 3-5 years of experience, ideally with audit background in real estate.
• Legally eligible to work in Canada.
• Proficient in MS Excel and knowledge of Yardi accounting software.

Responsibilities

• Assist with all financial related items from start to finish for real estate acquisitions.
• Perform tenant financial statement reviews for proposed lease deals.
• Draft ad hoc analyses, including disposition and sales analyses.

Skills

Audit Knowledge

Interpersonal Skills

Analytical Skills

Mathematical Ability

Communication

Education

CPA or equivalent

Tools

MS Excel

Yardi

Job description

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role :

This is an exciting opportunity to join a growing team within the firm by playing a key role within our Real Estate Finance department. In this role, you will be responsible for working on various aspects of our Real Estate portfolios, including financial due diligence of potential real estate acquisitions, financial reviews of current and potential tenants, and various ad hoc analyses. You will provide professional and insightful support to the Real Estate Finance Team and will look for opportunities to provide enhanced reporting and improve systems and processes. If you see yourself as part of this exciting opportunity, we want to talk to you about joining our team.

This role reports to the Director of Finance, Real Estate and is located in Vancouver

Core Responsibilities :

• Working closely with the Investment Team on potential acquisitions where you will assist with all financial related items of a possible real estate acquisition from start to finish. This includes the preparation of financial due diligence, Statement of Adjustments and post-closing adjustments.
• Responsible for performing tenant financial statement reviews for any tenants flagged by our Asset Managers or Leasing Team before a new lease deal is entered.
• Preparing calculations for US Taxes on a quarterly basis and working with our external US Accountant.
• Drafting various ad hoc analyses, including periodic disposition and sales analyses.
• Assist in building the vision for Real Estate Finance reporting and analytics.
• Involvement in various projects and initiatives as required.
• Actively engaging in ongoing learning and development to continuously improve skills and knowledge.

Required Skills & Qualifications :

• CPA or equivalent with 3–5 years of experience, ideally including audit background.
• Real estate industry experience considered a strong asset. CPA or equivalent qualification, preferably with audit experience and / or professional background in real estate.
• Familiarity with Yardi accounting software would be an asset.
• Proficient in MS Excel.
• You are legally eligible to work in Canada for any employer.
• The ability to work in a dynamic and fast paced, deadline driven environment.
• Excellent interpersonal and communication skills (both written and verbal).
• The ability to anticipate problems and solve them proactively.
• Strong analytical and mathematical ability.

Compensation & Benefits Package :

This position comes with a base salary range of $85,000 - $110,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit : www.nicolawealth.com / total-rewards .

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles : www.nicolawealth.com / careers .

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [emailprotected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

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