Senior Financial Analyst, Financial Planning & Analysis, Real Estate

Opportunity:

The Senior Financial Analyst, Financial Planning & Analysis, Real Estate will report to the Manager of Finance, Real Estate. The individual will be supporting the financial planning & analysis and reporting for Fengate’s segregated funds, predominantly on Canadian residential and resort operations and US Hotel operations. This role will have the opportunity to interact closely with the Finance, FP&A, Developments, Investments, and 3rd Party consultant teams.

The successful candidate will be a self-starter and genuinely curious; that enjoys working in a fast-paced environment; has the ability to stay organized and efficiently prioritize and work under timelines. The individual is process oriented with a high sense of ownership in their work; and eager to learn all aspects of a career in accounting and reporting.

Key Functions and Responsibilities:

• Prepare monthly accounting entries and bank reconciliations for segregated funds
• Work closely with banks to secure financing and perform other treasury functions
• Preparation of quarterly fund reports for internal management and investors
• Work closely with accounting teams of joint ventures to co-ordinate and compile support for investment models, quarterly reporting, cash management, development draw requests, debt covenants and other ad-hoc requests
• Assist with year-end valuation process by co-ordinating with external appraiser and critically assessing assumption used in appraisal
• Preparation and review of quarterly financial statements for internal management and investors
• Prepare USD/CAD currency exposure report on a monthly basis
• Support investments team to maintain models to project performance metrics such as cash flow, operating returns, IRR, ROIC, MOIC, NPV, etc.
• Calculation of quarterly and annual fund returns using IRR and weighted capital
• Assist with year-end audit process through the preparation of audit working papers
• Identify and implement continuous process improvements across different areas of scope

Preferred Qualifications and Skill set:

• Exceptional communication skills, both written and verbal, including the ability to communicate effectively with all levels of the organization
• Ability to handle competing deliverables, with accurate/timely delivery under tight timelines
• Solid understanding of statement of earnings, balance sheet, cash flows, IRR, ROIC, etc.
• Experience with working in the real estate or asset management space is preferred
• Undergraduate degree in accounting, finance, or other relevant technical discipline
• Strong customer focus with excellent relationship building and a collaborative working style
• Genuinely curious with a desire to understand key metrics and drivers
• CPA designation, with 3+ years of relevant experience in the industry
• Strong Excel modelling skills, ability to construct professional PowerPoint presentations

Location & Travel:

The position will be based out of the Oakville office. Fengate offers a Work-Flex policy where employees are allowed to work remotely up to 3 days per week.

Core Fengate Competencies:

• Business Focus and Strategic Thinking: You display an understanding of Fengate’s as well as the investment project’s business and strategy. You recognize and reinforce how Fengate differentiates itself in the marketplace.
• Communication: Clear, concise and directly communicate ideas, information and directions both verbally and in writing.
• Problem Solving and Decision Making: You recognize challenges and opportunities and determine whether action is needed and prioritize situation in terms of impact.
• Driving for Results: You take initiative to manage your work and performance and do not require close supervision. You consistently produce high quality output.
• Teamwork and Collaboration: You are approachable and supportive of team members and go above and beyond normal duties to make the team and Fengate successful. You actively participate in team activities and projects.

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.