Financial Analyst

2 weeks ago

Ottawa, Canada The Taggart Group of Companies Full time

**Job Title**: Financial Analyst -Asset Management

**Reporting to**: Director, Asset Management

**Company**: Taggart Realty Management

**Location**: 225 Metcalfe Street, Suite 708, Ottawa, Ontario

**Work Description**:
The Financial Analyst is responsible supporting the Director of Asset management by providing, timely and accurate reporting, building valuations, projections and forecasting models. This information will be reviewed by the Director of Asset management and the ownership team to maintain and grow our portfiolio. The Financial analyst will evaluate and report on the company’s income producing assets, more specifically, is the returns of the retail, office, residential, and commercial rental properties for the ownership group. These duties must be carried out in a manner that supports the company’s policies, procedures, and business strategy. The performance of the duties must ensure a quality approach to all owners, JV partners, managers, employees, customers, subcontractors, and suppliers.

**Major Responsibilities**

**Financial Analyst**
- Collect, review and process data on the financials of the various buildings under our management.
- Develop models in Excel to evaluate and identify asset level financial returns, risks, and opportunities.
- Based on financial models and the review of other performance metrics, provide recommendation to the director of asset management on trends/ or red flags that you have observed.
- Assist in the preparation of asset management plans and strategic investment opportunities, this could include preparation of graphs, financials, or presentation decks.
- Assist in preparing operating, financing, and investment budgets.
- Prepare and assist in annual property valuation.
- Ensures timely and accurate production of variance analysis and investor reporting.
- Assist with the completion of detailed monthly variance analysis against the annual budget.
- Gather and analyze key performance metrics against industry standards. Be sure to continue to monitor trends and the Ottawa/ Kingston Market.
- Review and analyze asset’s investment performance across key performance indicators(KPI’s). Support the development of KPI’s when requested.
- Assist in the preparation of the quarterly reporting package to owners and provide relevant variance commentaries. Provide re-forecast of cash flow and distributions as required.
- Provide detailed information and reports as requested for the year end process.
- Assist in the financial tracking/reporting of existing projects at various stages of development. Working directly with the development team to track progress.
- Build, update, and maintain cashflow models for income producing investment projects.
- Assess and analyze potential investment opportunities and acquisitions as directed by your manager.
- Monitor external market conditions to accurately perform financial analysis, provide recommendations to the director of asset management with your findings.
- Utilize and summarize real estate data and analytics from various transaction database.
- Prepare any marketing materials or promotional materials if we are seeking external partners or investors.
- Perform general day to day administration such as reporting or updating on the existing inventory levels for rental properties. Updating size, duration of lease, asset type, location or other pertinent details regularly.
- Maintain tracking of our asset management strategy - future plans on asset
- such as creating schedules and timelines, notes on the properties, buy /sell plans, and other general tracking and administration.
- Maintain tracking and updates/ expiries on all insurance requirements for our assets. Tracking of policy numbers and coverage requirements. Provide regular updates to Director of asset management.
- Other related duties as it relates to asset management, land development and property management functions of our business.

**Statement of Qualifications**

**Knowledge, Skills, and Abilities**:

- Post-secondary education in finance, economics, business, or related field.
- 1-2 years of related experience in Fincial Analysis is required.
- Advanced financial modelling experience is required.
- Knowledge of Yardi systems would be an asset.
- Advanced experience in MS Exel, with strong capabilities in other MS programs such as word, Powerpoint and Outlook.
- Interesting in pursiting of CFA would be supported
- Critical thinking skills and a resourcefulness are critical skill to analyze problems and tackle challenges in innovative ways.
- Proven track record in building and maintaining effective working relationships and credibility with both internal and external parties.
- Excellent interpersonal communication skills written and verbal.

**Application

  • Financial Advisor

    2 weeks ago

    Ottawa, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Financial Advisor / Analyst (0-3 YoE) - Full Time100% In-Office. Ottawa.Grandmaster Financial Planning | Desjardins Financial Security Independent NetworkIntroduction:Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique...

  • Financial Analyst

    4 weeks ago

    Ottawa, Canada Harris Computer Systems Full time

    Harris Finance is seeking an experienced Financial Analyst to work closely with fellow Analysts and the divisional Controller in providing financial support and analysis for the division. This is your chance to join a fast-paced organization with a large, stable and continuously growing presence in the vertical market software industry! As Financial...

  • Financial Analyst

    4 weeks ago

    Ottawa, Canada Harris Computer Systems Full time

    FINANCIAL ANALYST: This is your opportunity to join a fast-paced organization with a large, stable, and continuously growing presence in the vertical market software industry! As Financial Analyst, you will be a part of Harris’ finance team and will be looked upon to provide financial support and analysis that will have a direct impact on a Business...

  • Financial Analyst

    2 weeks ago

    Ottawa, Canada Louis W. Bray Construction Full time

    Louis W Bray Construction is looking for a detail-oriented Financial Analyst to perform and coordinate finance and ERP duties within our organization at our head office, with the possibility of a Hybrid work model. The Financial Analysts’ responsibilities include preparing financial reports, performing account reconciliations, maintaining the G/L,...

  • Financial Analyst

    4 weeks ago

    Ottawa, Canada Harris Computer Systems Full time

    Financial Analyst Harris Utilities Group is seeking a Financial Analyst to work closely with fellow Analysts and the Controller in providing financial support and analysis for the MACC business unit. We are expanding and looking for talented, motivated, and eager people to join our dynamic company. We have one of the largest finance departments in Ottawa...

  • Financial Analyst

    3 weeks ago

    Ottawa, Canada Recruiting in Motion Full time

    Financial Analyst Ottawa ONRef: JOB2153 Our Client partners with growing dental practices providing the capital required to develop their clinics by providing clinic mentorship, HR, marketing, finance, and strategic business development services. Our client ensures the success of budding practices, and they are currently seeking a Financial Analyst to...

  • Junior Financial Analyst

    4 days ago

    Ottawa, Canada The Ottawa Hospital Full time

    **About The Ottawa Hospital**: - Inspired by research and driven by compassion!The Ottawa Hospital (TOH) is one of Canada’s largest learning and research multi-campus hospitals. With more than 1,100 beds and approximately 12,000 staff members, we deliver specialized care to the Eastern Ontario region.- From the compassion of our people to the relentless...

  • Junior Financial Analyst

    4 weeks ago

    Ottawa, Canada The Ottawa Hospital Full time

    **About The Ottawa Hospital**: - Inspired by research and driven by compassion!The Ottawa Hospital (TOH) is one of Canada’s largest learning and research multi-campus hospitals. With more than 1,100 beds and approximately 12,000 staff members, we deliver specialized care to the Eastern Ontario region.- From the compassion of our people to the relentless...

  • Financial Analyst

    4 weeks ago

    Ottawa, Canada Harris Computer Full time

    Financial Analyst Harris Utilities Group is seeking a Financial Analyst to work closely with fellow Analysts and the Controller in providing financial support and analysis for the MACC business unit. We are expanding and looking for talented, motivated, and eager people to join our dynamic company. We have one of the largest finance departments in...

  • Financial Analyst

    7 days ago

    Ottawa, Canada Nasittuq Corporation Full time

    **_Join Nasittuq for a unique and rewarding experience!_** We are looking for someone who cares about their work, is motivated, works collaboratively and thrives in a fast-paced environment. If you are someone who approaches work with passion and the courage to innovate, then this role is for you. **Scope**: Reporting to the Finance Manager, the Financial...

  • Financial Analyst

    4 weeks ago

    Ottawa, Canada Caivan Development Corporation Full time

    **Company Mission**: Excellence in community development and home building through efficiency, optimization, and innovation. **Company Values**: **Grit**: A team who perseveres, is resilient, and has the stamina and courage to commit to the win. **Integrity**: We make promises thoughtfully and deliberately and then follow through. **Curiosity**: We never...

  • Financial Operations Analyst

    3 weeks ago

    Ottawa, Canada GFL Environmental Full time

    GFL Ottawa is looking for a Financial operations analyst! As a Financial Operations Analyst, you will work at the intersection of Finance, IT and Operations to support business decision-making, operational efficiencies and elements of financial reporting. You will work closely with the Regional Director to learn about the business and its operations, to...

  • Quality Assurance Analyst

    3 weeks ago

    Ottawa, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group, formerly Money Mart Financial Services, is a leading provider of financial services in North America. For 40 years we've been committed to providing financial solutions that meet the evolving needs of consumers and business owners.Backed by a retail network of over 400 locations, we provide access to cash and related...

  • Quality Assurance Analyst

    3 weeks ago

    Ottawa, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group, formerly Money Mart Financial Services, is a leading provider of financial services in North America. For 40 years we've been committed to providing financial solutions that meet the evolving needs of consumers and business owners.Backed by a retail network of over 400 locations, we provide access to cash and related...

  • Financial Analyst

    4 weeks ago

    Ottawa, Canada Canadian Centre on Substance Abuse Full time

    **Position**: **Financial Analyst/Contracts Specialist** **Reports to**: **Director, Finance** **Profile Date**: **October 2023** The Canadian Centre on Substance Use and Addiction (CCSA) changes lives by bringing people and knowledge together to reduce the harms of alcohol and other drugs on society. We partner with public, private and non-governmental...

  • Sustainability Senior Analyst

    2 weeks ago

    Ottawa, ON, Canada Sun Life Financial Full time

    Bilingual Senior Dental Analyst page is loaded Bilingual Senior Dental Analyst Apply locations Montreal, Quebec Toronto, Ontario Ottawa, Ontario Waterloo, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096415 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts...

  • Financial Reporting Analyst

    4 weeks ago

    Ottawa, Canada The Minto Group Full time

    **Financial Reporting Analyst - 180 Kent Street, Ottawa Ontario (Hybrid)** **(BRIDGEGREEN)** Reporting to the Director, Financial Reporting and Tax Compliance, this individual will be responsible for the financial reporting of the various holding and umbrella companies and ensuring accurate and timely completion of required financial reports. **KEY...

  • Financial Analyst

    7 days ago

    Ottawa, Canada Kinaxis Full time

    At Kinaxis, who we are is grounded in our common belief that people matter. Each one of us plays an important part in accomplishing our work, building our culture and making a global impact. Every day, we're empowered to work together to help our customers make fast, confident planning decisions. This is how we create a better planet - for each other, for...

  • Financial Analyst Iii

    3 weeks ago

    Ottawa, Canada Thermo Fisher Scientific Full time

    **How you will make an impact**: RSD Canada is a distribution business within Customer Channel Group, which offers Scientific products serving Canada market. Seeking an Analyst who will be an integral part of RSD Canada finance team to support the delivery of our near and long-term financial objectives. The scope of responsibilities includes all Commercial...

  • Financial Analyst

    23 hours ago

    Ottawa, Ontario, Canada Abbott Laboratories Full time

    About AbbottAbbott is a global healthcare leader, creating breakthrough science to improve people's health. We're always looking towards the future, anticipating changes in medical science and technology. Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You will...