Accountant, Advanced Self Storage (Nicola Wealth)

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Position Summary

This is an exciting opportunity to join a fast-growing team within the firm by playing a key role within our Real Estate Finance Team and our Advanced Self Storage Team (“Advanced”). In collaboration with the Controller of Advanced, you will work on various projects and initiatives in order to set this growing business up for future success and scalability.

Self-Storage is one of the fastest-growing industries in the world. Advanced Self-Storage has 8 locations and is looking to grow the portfolio. Do you think you have what it takes to be a part of such an exciting growth opportunity?

As an Accountant, Advanced Self Storage Portfolio, your key accountabilities will involve:

Financial Accounting

• Recording bad debts, prepaids, accruals, cash in transit journal entries.
• Journalizing mortgage debt servicing.
• Payment/charge processing of monthly rents for commercial tenants, calculation of additional rent owed.
• Processing monthly management fee.
• Preparing cheque runs, setting up wires, & ACH payments.
• Preparing bank entries and invoice processing.

Reporting

• Responsible for the tracking of capital expenditure projects.
• Support in gathering reporting for property appraisals.
• Responsible for updating statements for commercial tenants.
• Drafting of various ad-hoc reports as needed.
• Responsible for monthly variance analysis, including comparisons to budget, month over month changes.
• Preparing monthly management reports, downloading of supporting documents from storage software (SiteLink).

Other Key Responsibilities

• Responsible for monthly bank reconciliation of CAD and USD accounts.
• Perform reconciliation of location banking reports.
• Work with the external auditors to facilitate accurate and timely audited financial statements.
• Balance sheet reconciliation.
• Prepare and remit monthly GST, quarterly PST, EHT, & WCB premiums.
• Ownership of cash management duties, including cash flow projections, maintaining BAs, setting up transfers, etc.
• Communication and liaison with store teams on a regular basis.
• Involvement in creation of annual budgets by performing historical analysis, as well as working with Controller and Management Team to create an accurate forecast of future revenues and expenses.
• Lead/assist on various initiatives/reporting improvement projects.
• Credit card management, bank account/signatory management.

Success Factors

• You are willing to learn new skills and software.
• You have excellent interpersonal and communication skills (both written and verbal).
• You have an ability to work in a dynamic and fast paced, deadline driven environment.
• You have the ability to build solid long-lasting relationships.
• You have a high degree of professionalism and maturity.
• You have the ability to anticipate problems and solve proactively.
• You have the ability to take direction and accept responsibility.
• You have close attention to detail, are observant.
• You have strong time management skills, particularly the ability to prioritize a multitude of tasks.
• You are able to work independently and within a team environment.

As an Accountant, Advanced Self Storage Portfolio, your experience and qualifications will include:

• Qualified accountant (CPA or equivalent) or working towards CPA designation.
• Bookkeeping knowledge and experience using accounting software, preferably Yardi.
• Intermediate to advanced Excel skills with ability to create and maintain automated reports.
• Bachelors Degree and 3+ years’ experience in a related field.
• You are legally eligible to work in Canada for any employer.

Application closing date is August 31, 2023.

Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers

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