Senior Analyst, Financial Planning

3 weeks ago

Vancouver, Canada BentallGreenOak Full time

Senior Analyst, Financial Planning & Analytics

Vancouver, BC | B5

Who We Are: BGO is a leading, global real estate investment management advisor, real estate lender, and a globally recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28 cities across fourteen countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BGO is a part of SLC Management, which is the institutional alternatives and traditional asset management business of Sun Life. For more information, please visit

BGO promotes a corporate culture that attracts and retains the highest caliber people. We encourage opportunities for growth, development, and promotion by providing our employees with the resources to work effectively and continually strive to perform better. We are committed to a safe and sustainable work environment.

The Opportunity: The Senior Analyst, Financial Planning & Analytics will work with the team to support company leadership on a wide range of strategic and organizational projects. This role is a challenging, high-paced role and will require the highest levels of analytical, communication, and project management skills with a deep commitment to seeking the best outcomes for BentallGreenOak’s clients and employees.

What you will do:

Take a lead role in the preparation of strategic and financial insights including, but not limited to, annual budgeting, forecasting, management reporting and other ad hoc financial analysis Trusted to produce meaningful analysis and practical recommendations that are actionable with minimal supervision Develop, maintain and improve complex financial models (both ad hoc and recurring) Manage and analyze large data sets from various internal sources to drive insights Take a more active role, when possible, in a wide range of special projects, primarily in a financial analysis capacity, on behalf of senior leadership. Projects managed may relate to M&A activity, corporate strategy, operations, corporate marketing or a range of other topics Take a lead role in research, quantitative analysis, and development of communications materials for senior management and other senior stakeholders Liaise and build trusted relationships with functional teams from across the firm (transactions, asset management, property operations, etc.) while completing various tasks and projects Continue to develop a high level of expertise in the investment management industry Lead the Assets Under Management reporting and other periodic KPI reporting as required Embrace and pro-actively support BentallGreenOak's culture of environmental sustainability, and corporate and social responsibility Take a lead role in onboarding and training of new hires Act as a leader and mentor to junior members on the FP&A team Drive process improvement and standardization within FP&A

Who you are:

Education –  Bachelor’s degree in Business, Finance, Commerce or equivalent, plus a professional designation strongly preferred (CPA, CFA and/or MBA) Experience:  A strong track record of success with a minimum of 5 years of experience in a top tier management consulting firm, investment bank, accounting firm or similar environment. Previous experience in financial planning and analysis or exposure to the financial services sector preferred Excel and Financial Modeling Skills  – Advanced expertise in Excel required, and the ability to build dynamic financial models preferred PowerPoint Skills  – Ability to prepare PowerPoint presentations for senior management and investors Analytical and Strong Attention to Detail  – Quick learner with exceptional analytic and problem-solving skills combined with a strong attention to detail; filtering information based on priority, relevance & other critical factors Organizational/Multi-Tasking Skills  - Ability to allocate one's time effectively, work under pressure, manage tight deadlines, and maintain accuracy of work; ability to handle multiple demands and competing priorities; ability to adapt to new ideas and constant changes Relationship Skills  – Well-developed written and verbal communication skills; strong presentation skills; ability to develop and sustain strong working relationships with senior business leaders; ability to exercise strict confidentiality Police Clearance: A criminal verification check is required for employment.

The Expected Pay Rate is $90, - $105, The Expected Pay range is for the primary location for which the job is posted. BGO values the contribution of our employees and our compensation structure may vary based on the geographical location of successful candidates, as well as their experience, skills or qualifications. In addition to base pay, eligible BGO employees participate in various incentive compensation plans, based on individual and business performance as well as a broad range of competitive benefits. 

We thank all applicants for their interest in employment with BGO (Canada) LP, however only those selected for an interview will be contacted.

At BGO, we recognize that each employee’s unique experiences, perspectives, and viewpoints strengthen our ability to create and deliver the best value to our clients, partners, and stakeholders/investors. Therefore, we strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations, and life experiences to apply to our career opportunities.

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