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Senior Financial Analyst – Investment Finance and Asset Management – Burlington, Ontario

4 months ago


Burlington, Canada Equiton Capital Inc. Full time
Senior Financial Analyst - Investment Finance & Asset Management

Sunday, May 5, 2024

About Equiton :

Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We’ve discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:

The Senior Financial Analyst, is an integral role within the Investment Finance Team, that reports into the Vice President of Investment Finance and Asset Management. This role is responsible for timely and accurate internal and external financial reporting for the Equiton Group of companies and will also conduct asset valuations across the Equiton portfolio.

This position will collaborate with various teams including Acquisitions, Development, Property Management & Operations, Asset Management, Legal, Institutional Fund Raise, Marketing and Accounting to deliver strategic analysis while applying best practices in all Equiton financial reporting.

Key Functions and Responsibilities:

  • Assist with customized financial and operational metrics required for Investor fund-raising initiatives and reporting
  • Participate in preparation of fund-raising presentations and other materials
  • Establish, monitor and manage internal portfolio level financial and operational performance and key performance indicators reporting
  • Evaluate property level performance by comparing and analyzing actual results with plans and forecasts
  • Develop tools and perform market research, data mining, business intelligence and property level benchmark tracking
  • Analyze financial market and other benchmark data for decision-making support
  • Provide support to Asset Management, Property Management & Operations, as well as providing financial analysis and insights for the company as a whole
  • Provide the Equiton Sales departments with performance trends and information utilized in sales efforts
  • Increase productivity by developing automated reporting/forecasting tools
  • Ensuring compliance with industry standards and rules, as well as government requirements
  • Ad hoc requests from CFO, Finance and Institutional Investments Team

Required Skills and Abilities:

  • Proven strategic analysis and ability to run complex models
  • High attention to detail and commitment to accuracy
  • Excellent organization, prioritizing and problem-solving skills
  • Strong written and verbal communication skills
  • Ambition and the desire to learn and continue to grow
  • Flexibility, and the ability to manage changing priorities
  • Excellent interpersonal and communication skills (verbal and written)

Education and Experience :

  • Bachelor’s degree in Business, Finance or related field of study
  • CFA or in process
  • 3-5 years’ experience in the accounting and finance sector
  • Understand of IFRS, GAAP and auditing standards
  • Proficient in Microsoft Office Suite and accounting software
  • Experienced in the due diligence and M&A
  • Strong experience in both financial reporting and financial modelling is required

Our Commitment to Diversity, Equity and Inclusion :

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background, and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Our Core Values:

Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.

Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.

Offering the highest level of professional expertise, quality service and knowledgeable insights.

We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.

Focusing on a growth mindset, continuous improvement, embracing change, and recognizing goals are achieved through dedication and hard work.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.

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