Real Estate Finance Expert
2 weeks ago
We are seeking a highly skilled Senior Financial Analyst to join our Real Estate Finance Team. As a key member of our team, you will be responsible for providing financial analysis and support to drive business growth and success.
Company Overview:
Nicola Wealth is a leading wealth management firm in Canada, recognized for its sophisticated financial planning, diversified private investment funds, and exceptional performance. We are committed to upholding our values through significant growth and are passionate about delivering extraordinary client service in a values-driven work environment.
Job Description:
This exciting opportunity involves working on various aspects of our Real Estate portfolios, including building out our internal/external reporting suite, completing ad hoc financial analyses, Canadian and US taxes, financial due diligence of potential real estate acquisitions, and financial reviews of current and potential tenants. You will provide professional and insightful support to the Real Estate Finance Management Team and look for opportunities to improve systems and processes.
Responsibilities:
- Develop and maintain financial models and reports to enhance our reporting suite.
- Conduct ad hoc financial analyses to inform business decisions.
- Prepare calculations for US Taxes on a quarterly basis and collaborate with external US Accountants.
- Serve as the internal point of contact for any IRS reviews and work with US Accountants.
- Assist with year-end tax slip process, including validating T5013 tax slips and investor level information.
- Collaborate with Investment Team on potential acquisitions, handling all financial aspects from start to finish.
- Review tenant financial statement reviews for flagged tenants before new lease deals.
- Support year-end audit process, liaising with external auditors and reviewing Financial Statements.
- Participate in various projects and initiatives as required.
Requirements:
- Qualified accountant – CPA or equivalent, ideally with audit experience.
- Bachelor's degree.
- A minimum of 4+ years of professional experience in accounting.
- Experience in real estate considered an asset.
- Familiarity with Yardi accounting software considered an asset.
- Power BI experience considered an asset.
- Proficiency in MS Excel.
- Legally eligible to work in Canada for any employer.
Estimated Salary: $120,000 - $150,000 per annum.
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