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Lead Financial Analyst in Real Estate Investments

3 months ago


Vancouver, British Columbia, Canada Nicola Wealth Full time

About Us

At Nicola Wealth, we are dedicated to providing exceptional financial solutions and fostering a culture of excellence. As a prominent player in wealth management, we emphasize our core values through our continued success and growth.

Position Overview

We are seeking a Senior Financial Analyst to enhance our Real Estate Finance Team. This role is pivotal in managing various components of our Real Estate portfolios, including financial strategy, performance reporting, tax assessments, acquisition evaluations, and tenant financial analysis. This position presents a unique opportunity for professional development and skill enhancement.

Key Responsibilities:

  • Develop and refine reporting tools to optimize our reporting capabilities
  • Perform detailed financial analyses as needed
  • Manage US tax obligations and assist with tax documentation
  • Oversee financial due diligence for property acquisitions
  • Analyze financial statements of tenants
  • Support audit activities and related projects
  • Provide guidance to senior management and mentor junior analysts
  • Engage in continuous learning and professional development
  • Stay updated on market trends and industry developments

Qualifications:

  • CPA designation or equivalent accounting credentials
  • Bachelor's degree in a relevant field
  • A minimum of 4 years of experience in accounting
  • Experience in the real estate sector is advantageous
  • Strong proficiency in Microsoft Excel
  • Eligibility to work in Canada

If you possess a proactive mindset, strong analytical skills, and a keen interest in real estate finance, we encourage you to consider this opportunity.