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Financial Analyst, Hybrid (Closed)

Job Highlights

City Toronto

Type Direct Hire

Salary $95,000

About the Company
Our client is a large investment management company. They are looking for a Senior Financial Analyst, Hybrid with a mix of FP&A, investment accounting, financial reporting, and ad hoc projects. They will be responsible for providing multiple services tailored to drive optimal returns from investments.

Why Work Here

• Excellent compensation package
• Great opportunities for growth
• World class asset management company
• High exposure role within the real estate platform

About the Opportunity
Manage investments

• Onboarding and offboarding 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, including preparing and analyzing return goals (IRR, MOC, TWR)
• Ensure lender compliance, REIT compliance, statutory compliance, governance & control testing, etc.
• 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 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
• Assist in the documentation of finance operations and reporting processes, procedures, and controls, analyze sector to sector procedural inconsistencies, and provide recommendations for process improvement

About You

• CPA, CA designation
• At least 3 years of progressive work experience with a mix of public accounting and industry experience
• Experience in accounting / consolidation systems (i.e., Microsoft Dynamics, Yardi, JD Edwards, Hyperion, Cognos TM1, SQL, OneStream, etc.) and adaptability with learning new applications
• Experience in real estate or working experience in industry is required

Salary
$90,000 - $95,000/year

How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote # 345657.
 
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.