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Senior Financial Analyst, Real Estate Finance

Senior Financial Analyst, Real Estate Finance

Nicola WealthVancouver, BC
30+ days ago
Salary
CAD85000–CAD95000 yearly
Job description

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 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

Do you enjoy problem solving, working with multiple stakeholders and have a continuous improvement mindset, combined with aptitude for financial analysis? This is an exciting opportunity to join a growing team within the firm by playing a key role within our Real Estate Finance Team. You will be responsible for working on various aspects of our Real Estate portfolios, including working with the team to build 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 will look for opportunities to improve systems and processes. This role will evolve over time based on business needs and is a great opportunity to learn and take on new challenges to grow your skills. If you see yourself as part of this exciting growth opportunity, we want to talk to you about joining our team.

This role is located in downtown Vancouver.

As a Senior Financial Analyst, Real Estate Finance, your main responsibilities will involve :

  • Working with Finance team to create various new reports in order to enhance reporting suite available to internal and external stakeholders
  • Drafting various ad hoc financial analyses
  • Preparing calculations for US Taxes on a quarterly basis and working with our external US Accountant to fine-tune the process
  • Becoming the internal point of contact / initiator for any IRS reviews while working with our US Accountants
  • Assisting in year-end tax slip process, including validating T5013 tax slips and investor level information
  • Working closely with Investment Team on potential acquisitions where you will stick-handle all financial related items of a possible real estate acquisition from start to finish including : Preparation / review of Financial Due DiligenceReview and validation of Statement of AdjustmentsReview and validation of Post-Closing Adjustments
  • Responsible for performing or reviewing tenant financial statement reviews for any tenants flagged by our Asset Managers or Leasing Team before a new lease deal is created
  • Assisting with year-end audit process, including liaising with external auditors and review of Financial Statements for various entities
  • Involvement in various projects and initiatives as required
  • Provide support to Senior Manager, Real Estate Finance as required
  • Provide assistance and guidance to junior Finance staff members
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge
  • Staying abreast of industry trends

Success Factors

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

    • Your experience and qualifications will include :

  • 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
  • You are legally eligible to work in Canada for any employer.

    • Please include both a cover letter and a 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, please visit our Careers page.