Senior Financial Planning Analyst

7 days ago

Vaughan, Canada isgSearch Full time

About the Company:

Our client, a growing leader in the real estate investment space, manages a portfolio of multi-residential properties and mixed-use developments valued at over $1 billion. With a people-first culture and a strong focus on professional growth, our client fosters financial prosperity and creates value for its communities through strategic real estate investments.


About The Opportunity:

Reporting to the VP of Finance, the Senior Financial Analyst will support financial reporting and analysis for a portfolio of multi-family real estate investment funds. This role involves preparing financial reports, investor reporting, portfolio-level forecasting, and working closely with various internal teams and external partners. The ideal candidate has experience in real estate reporting, a strong foundation in accounting and financial analysis, and a proactive, detail-oriented mindset.


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.


What We’re Looking For:

  • 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.


Success in This Role Means:

  • Producing high-quality financial reports that drive insights and decision-making.
  • Building trusted relationships across teams and with external stakeholders.
  • Demonstrating a keen eye for detail and a proactive approach to problem-solving.
  • Contributing to a culture of collaboration, innovation, and continuous improvement.


Why Join Our Client’s Team?

  • Be a key contributor to the success of a dynamic and growing organization.
  • Expand your expertise in real estate investment and financial analysis.
  • Enjoy a supportive work environment that encourages professional development and work-life balance.


Compensation & Benefits:

Our client offers a competitive salary, comprehensive benefits, and opportunities for career growth.


If you’re a driven financial professional with a passion for real estate and financial reporting, we’d love to hear from you.

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