Senior Financial Planning Analyst

4 days ago

Vaughan, Ontario, Canada isgSearch Full time

About the Role

As a Senior Financial Planning Analyst, you will play a key role in supporting financial reporting and analysis for a portfolio of multi-family real estate investment funds. This is an exciting opportunity to join a dynamic team and contribute to the success of a growing organization.

Key Responsibilities

  • Prepare financial reports for management, analyzing portfolio performance and key operational metrics.
  • Manage external reporting, including investor reports, property packages, and quarterly asset management updates.
  • Conduct portfolio forecasting, including fund performance, NAV calculations, distributions, and commission tracking.
  • Assist in preparing financial presentations and reporting packages for senior leadership and the Board of Directors.
  • Support the annual budgeting process and collaborate with stakeholders on quarterly re-forecasting.
  • Analyze quarterly results and prepare comprehensive reports for decision-making.
  • Perform market research and provide recommendations for pricing strategies, amenities, and submarket trends.
  • Analyze revenue and expenses, conduct variance analyses, and identify opportunities for improvement.
  • Assist with M&A transactions, refinancings, and related due diligence activities.
  • Manage ad hoc projects and reporting requests from senior management.

Requirements

  • Bachelor's degree in accounting, finance, or a related field.
  • CPA designation with 4+ years of relevant experience, preferably in real estate, FP&A, or financial reporting.
  • Strong knowledge of financial statements, NAV, IRR, ROIC, and related metrics.
  • Proficiency in Excel modeling and the ability to create professional PowerPoint presentations.
  • In-depth understanding of IFRS and financial disclosure requirements.
  • Experience with Yardi or other real estate ERP systems is an asset.
  • Strong communication skills and a collaborative, team-oriented approach.
  • Ability to manage competing priorities and deliver accurate work within tight deadlines.

About Our Client

We are a leading provider of search solutions for the real estate industry. Our client has a strong reputation for delivering high-quality services and fostering a supportive work environment that encourages professional development and work-life balance.

Salary and Benefits

The estimated salary for this role is $95,000 - $110,000 per year, depending on experience. Our client offers a competitive benefits package, including comprehensive health insurance, retirement savings plan, and paid time off.

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