Financial Planning and Analysis Specialist

3 weeks ago


Toronto, Canada Compunnel Inc. Full time

We are hiring for our client in the financial services industry.

Duration: 4 months contract

Job Type: HYBRID – 3 days in office.

Payrate: $42/hr. on T4


Responsibilities:

1. Global Real Estate Platform Financial Planning / Forecasting, Reporting and Analysis

  • Provide high quality financial information and analysis for global real estate platform. Prepare and present the monthly financial results, including analysis of actual to budget variance, and progress against the objectives set out in the AIP scorecard.
  • Collaborate with global real estate team and finance teams to develop annual plan and monthly forecast for global real estate platform, ensuring alignment with the product’s offering / governing documents and property-level budget as appropriate.
  • Identify and implement continuous improvement with respect to finance processes, controls and performance reporting and analysis.
  • Meet the needs of senior management through the provision of value-added analysis, with in-depth understanding of global real estate business and broader market trends. This can include supporting the development and maintenance of the product-level profitability and fund performance models. Assist with continuous enhancement of processes and controls related to financial and management reporting.
  • Provide input to the design, implementation and ongoing operation of financial systems which support the global real estate business.

2. Private Markets and Global Real Estate Project & Strategy Support and Analysis

  • Provide commercial input and financial analysis and support for global real estate strategic initiatives and business projects, as needed. Where applicable, assist with development of project financials and performance tracking of implemented initiatives.
  • Contribute to and provide input in other Segment and Group Finance initiatives as required.
  • Assist with other ad-hoc projects or analysis.

3. Private Markets Global Real Estate Fund Financial Reporting Deliverables and Analysis

  • Support AVP, Planning and Analysis, Global Real Estate Operations, where applicable, in providing oversight over the Fund’s external and internal financial reporting deliverables and analysis, and in supporting and assisting with the Fund’s transactions and structure changes, by collaborating with various internal Shared Service teams and external consultants.

Knowledge/Skills/Competencies/Education:

  • University Degree, preferably in Accounting or Finance.
  • 4-5 years of professional experience. Experience in real estate industry and/or investment management industry is strongly preferred but not mandatory.
  • Certified Public Accountant (CPA) or equivalent accounting or finance professional credential.
  • Strong finance background with 4-5 years of increasing responsibility in financial accounting / reporting and analysis.
  • Working knowledge of GAAP and IFRS
  • Experience with financial reporting processes, data and information management, controls, reporting and analysis.
  • Ability to work with complex investment structures and review fund offering / governing documents.
  • Excellent analytical and problem-solving skills with strong attention to detail but have ability to assess complex situation with a big picture mindset.
  • Relevant experience with accounting and financial systems in complex organizations
  • Experience in financial planning and forecasting.
  • Flexibility and adaptability to changing requirements and priorities.
  • A strong quantitative and analytic approach to building business strategies and establishing measurement systems to monitor growth, efficiency and profitability.
  • Organized, self-motivated and able to multitask in a fast paced and dynamic work environment, and able to work with minimal supervision.
  • Vision, respect for and understanding of mission-driven institutions.
  • Superior written and verbal communication skills with the ability to cater the message to various stakeholders including senior executives.
  • Strong interpersonal skills with the ability to build relationships across the Division and with external stakeholders; ability to collaborate, negotiate, and influence effectively.



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