Senior Financial Analyst, RealEstateFinance

Nicola Wealth; Vancouver; On-site; CAD 85,000 - 105,000; Full time

Benefits offered by this job

Profit sharing

Share ownership program

Job summary

Nicola Wealth's Vancouver real estate finance team seeks a Senior Financial Analyst to drive financial analyses across portfolios and enhance Yardi-based reporting. This on-site role in Vancouver supports budgeting, forecasting and management reporting with a hands-on, data-driven approach.

You will collaborate with the Real Estate Team to translate business requirements into scalable analytics, ensuring data integrity for decision-making and investor reporting. CPA/CFA designation is preferred.

Qualifications

• Minimum 4 years of related work experience with audit and/or real estate background.
• Undergraduate degree in accounting or finance; CPA or CFA designation.
• Yardi software experience is considered an asset.
• Advanced Excel skills.
• Excellent communication skills in English.

Responsibilities

• Work closely with the FP&A Manager and assist with day-to-day Yardi operations, configurations and ongoing platform maintenance for Nicola Real Estate.
• Support the implementation and enhancement of Yardi modules and reporting solutions in alignment with Nicola Real Estate's goals.
• Identify and assist with process improvement initiatives within Yardi to enhance data accuracy and reduce manual workflows.
• Support the development of automated and standardized reporting processes to improve timeliness, accuracy, and consistency of financial and operational reporting.
• Partner with Real Estate Team members to translate business requirements into scalable reporting and system solutions.
• Collaborate with Real Estate Team members to ensure integrity and completeness of data used for reporting, forecasting, and decision-making.
• Assist with budgeting, forecasting and management reporting processes through data extraction, validation and analysis from Yardi.

Skills

Real estate finance experience

Audit experience

Advanced Excel

Excellent communication

Yardi knowledge

Education

Bachelor's degree in accounting or finance

CPA or CFA designation

Tools

Yardi

MS Office

Job description

About Nicola Wealth

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 98% 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!

About Nicola Real Estate

Nicola Real Estate, the real estate division of Nicola Wealth, manages over$10 billion(as of December 31, 2025) of commercial real estate in Canada and the United States, on behalf of both private and institutional investors. The team of experienced real estate professionals manage a diverse portfolio of industrial, office, retail, multifamily, seniors housing and self-storage properties, leveraging our institutional calibre investment platform, processes and operations.

The continued growth of Nicola Real Estate has led to the need for a Senior Financial Analyst, Real Estate Finance to join our dynamic and growing team.

Purpose of the Role

This is an exciting opportunity to join our high performing Real Estate Finance Team. As the Senior Financial Analyst, you will be responsible for financial analyses within various Real Estate portfolios. You will assist in enhancing our Yardi-based financial reporting, workflows and processes to improve insightful support to the Real Estate Finance Management Team. If you see yourself as part of this exciting growth opportunity, we want to talk to you about joining our team.

This is an on-site role based in Vancouver at our downtown Real Estate office.

Core Responsibilities

• Work closely with the FP&A Manager and assist with the day-to-day Yardi operations, configurations and ongoing platform maintenance for Nicola Real Estate.
• Support the implementation and enhancement of Yardi modules and reporting solutions in alignment with Nicola Real Estate's strategic goals.
• Identify and assist with process improvement initiatives within Yardi to enhance data accuracy, reduce manual workflows and improve reporting efficiency across fund and property operations.
• Support the development of automated and standardized reporting processes to improve timeliness, accuracy, and consistency of financial and operational reporting.
• Partner with members of the Real Estate Team to translate business requirements into scalable reporting, analytics and system solutions.
• Collaborate with various Real Estate Team members to ensure the integrity, consistency and completeness of financial and operational data used for reporting, forecasting, and decision-making.
• Assist with budgeting, forecasting and management reporting processes through the extraction, validation and analysis of data from Yardi.

Required Skills & Qualifications

• A minimum of 4 years of related work experience with audit and/or real estate specific background preferred.
• Undergraduate degree in accounting or finance, and an industry designation (CPA or CFA).
• Yardi software experience considered an asset
• Advanced Excel skills.
• Highly proficient in MS Word and Outlook.
• Experience in Tax (CAD and/or US) considered an asset.
• Excellent communication skills in English (both written and verbal)

Compensation & Benefits Package

This position comes with a competitive base salary hiring range of $85,000 - $105,000, dependent on experience, skills, qualifications and internal equity.

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.

This role is a current vacancy within Nicola Wealth.

We are an inclusive, equal opportunity employer.

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 [e-mail] 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!