Financial Analyst Portfolio Manager

7 days ago


Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

**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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