Financial Analyst Portfolio Manager
7 days ago
**About the Role**
Bosa Properties is seeking a skilled Investment Accounting professional to join their team. As an integral part of the organization's financial operations, this role plays a vital role in managing investments, analyzing financial data, and providing actionable insights to inform business decisions.
Key Responsibilities:
- Review and reconcile trial balances for assigned investment entities;
- Track and review monthly sales and provide variance reports to management;
- Create budgets and forecasts for company managers;
- Analyze cost discrepancies and create reports for management to help make investment decisions;
- Review gross margin and net income for assigned portfolios monthly;
- 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 processes 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;
**Required Skills and Qualifications**
To excel in this role, you will need:
- A post-secondary education in Accounting, Finance, Business Administration, or a related field;
- Active work towards a CPA designation;
- A minimum of 2 years of relevant experience;
- Fundamental understanding of accounting principles, practices, and consolidation procedures;
- The ability to prioritize and manage multiple priorities and tasks;
- Demonstrated ability to work collaboratively, building strong relationships across the organization;
- Strong attention to detail, demonstrated through accuracy in data entry;
- Proven ability to proactively adapt to changing priorities and processes;
- Experience with Yardi Voyager considered an asset.
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