Financial Analyst Investment Portfolio Manager

5 days ago


Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

We are seeking an experienced Financial Analyst to join our team as an Investment Portfolio Manager. The successful candidate will be responsible for managing the financial performance of our investment portfolio, including reviewing and reconciling trial balances, tracking and analyzing sales, and providing timely and meaningful financial insights to enable business decision-making.

Key Responsibilities
  • Review and reconcile trial balances for assigned investment entities
  • Track and analyze monthly sales and provide variance reports to management
  • Create budgets and forecasts for company managers
  • Analyze cost discrepancies and create reports for management to inform investment decisions
  • Review gross margin and net income for assigned portfolios on a monthly basis
  • Record accruals, adjustments, and amortization
  • Create templates to track and record sales efficiently
  • Support the preparation of documents for external audits, including responding to auditor inquiries and requests
  • Support the monthly management reporting process by preparing assigned schedules
  • Identify opportunities to streamline financial processes and improve reporting accuracy
  • Collaborate with other finance and accounting team members to ensure cohesive and efficient operations

The ideal candidate will have a strong background in accounting, finance, or a related field, with a minimum of 2 years of relevant experience. They will possess excellent analytical and problem-solving skills, with the ability to prioritize and manage multiple tasks and deadlines. A strong understanding of accounting principles and practices is essential, as is experience with Yardi Voyager.



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