Senior Financial Analyst X3

Vaco by Highspring; Burlington; On-site; CAD 95,000 - 105,000; Full time

Job summary

A global investment management company is seeking a Senior Financial Analyst to manage investments and prepare financial reporting in compliance with US GAAP. The ideal candidate will hold a CPA designation and have at least 3 years of experience in the finance sector, along with strong analytical skills. This position is based in Burlington, Canada, and offers a competitive compensation package with great benefits.

Benefits

Competitive total compensation

Excellent culture and opportunities for growth

Training and education allowance

Qualifications

• Minimum 3 years of progressive work experience in finance and public accounting.
• Experience in real estate or financial markets is a plus.
• Advanced knowledge of financial reporting and analytics.

Responsibilities

• Manage investments and coordinate loan agreements.
• Prepare financial statements in compliance with US GAAP and IFRS.
• Assist with the external audit and tax reporting process.

Skills

Analytical skills

Problem-solving

Microsoft Excel

Microsoft PowerPoint

Education

CPA, CA preferred

Tools

Microsoft Dynamics

Yardi

JD Edwards

Hyperion

SQL

OneStream

Job description

About the Company

Our client is a large global investment management company. They are looking for a Senior Financial Analyst to join their team!

Why Work Here

• Excellent culture and opportunities for growth.

Competitive total compensation package with g reat benefits

Opportunity to work alongside some of the top CPA professionals in Toronto

Training and education allowance 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 re-development

Assist and liaise with tax consultant, as necessary for real estate tax reassessment and appeals About You

Recognized professional accounting designation (CPA, CA preferred) with at least 3 years of progressive work experience with a mix of public accounting and industry experience

Advanced knowledge of Microsoft Office tools, especially Excel and PowerPoint

Experience in accounting / consolidation systems (i.e. Microsoft Dynamics, Yardi, JD Edwards, Hyperion, Cognos TM1, SQL, OneStream, etc.) and adaptability with learning new applications

Excellent analytical and problem-solving ability

Experience in real estate or working experience in industry is preferred, an understanding of financial markets and having an interest in real estate is also a plus Salary Range

95,000 - $105,000 / 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 # 452142

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.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .

Virginia residents may access our state specific policies here .

Residents of all other states may access our policies here .

Canadian residents may access our policies in English here and in French here .

Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to :

the individual’s skill sets, experience and training;

licensure and certification requirements;

office location and other geographic considerations;

other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.