Partner, Financial Planning & Analysis (Director Level)

Partner, Financial Planning & Analysis (Director Level)

Job Category : Finance & Operations

Requisition Number : PARTN002901

• Posted : October 7, 2024
• Full-Time

Locations

1133 Yonge Street, 4th Floor, Toronto, ON M4T2Y7, CAN

The Partner, Financial Planning & Analysis (FP&A) is a highly skilled and experienced professional within the investment management industry, responsible for leading and overseeing all aspects of the company’s budgets, forecasts, long and short-term financial plans, financial models and analysis, and reporting for internal and external stakeholders. The ideal candidate will be a strategic thinker, involved in collaborating directly with various levels of stakeholders and will act as the primary interface with Hazelview’s leadership team.

KEY RESPONSIBILITIES

Lead the financial planning processes, including strategic financial plans, budgets, forecasts, and analytics.

Provide strategic support by developing financial models, identifying financial risks and opportunities, and making recommendations.

Improve and maintain metrics and KPIs, ensuring alignment with stakeholders and the company’s strategic plan.

Provide strategic recommendations to enhance financial performance and working capital effectiveness.

Communication and Reporting

Own the preparation of financial reports and metrics to stakeholders, highlighting key trends, variances, and recommendations for improvement.

Lead and prepare reports for investors, due diligence, and regulatory compliance activities.

Leadership and Collaboration

Partner with the leadership team and other stakeholders to provide accurate financial reporting and insightful analysis to support decision-making with financial modeling and analysis.

Provide leadership on technical accounting issues and implementation of new accounting standards and leading practices.

Foster a culture of excellence, collaboration, knowledge sharing, and continuous improvement.

Operational Efficiency

Act as a leader and advocate for operational efficiency within the organization. Champion operational efficiency by promoting best practices and fostering a culture of continuous improvement.

Generate and propose innovative ideas and initiatives to drive operational efficiency, ensuring alignment with the company's strategic goals and objectives.

Lead and manage projects aimed at improving operational efficiency.

Compliance & Standards

Maintain current knowledge of emerging accounting standards, regulatory requirements, and leading industry practices and trends.

Recommend appropriate action to ensure compliance and leading industry practices.

JOB REQUIREMENTS

Education and Experience :

Bachelor of Commerce degree with a major in Finance or Accounting.

10+ years of progressive experience in accounting, financial reporting, and internal controls, preferably with an Investment Manager.

CPA or other relevant certifications are required, and membership in relevant industry associations is considered an asset.

Qualifications :

Expert financial modeling skills with a proven understanding of key standards and metrics to measure financial performance, preferably with an Investment Manager.

Excellent communication, analytical, project management, and interpersonal skills.

Ability to build relationships with key stakeholders as a trusted business partner.

Strategic thinker with a strong bias for action, willing and capable of rolling up their sleeves to implement solutions and exercise judgment, critical thinking, and balance risks when making decisions.

Organized with an ability to implement systems and processes to bring structure to a function while retaining the flexibility required to manage effectively in a business undergoing growth and change.

Proficiency in Microsoft Word, Excel, PowerPoint, SharePoint, Visio, as well as accounting software, ERPs, and other financial systems.

Awareness of leading industry practices and regulatory compliance (e.g., National Instruments).

Ability to work in a fast-paced and dynamic environment, manage multiple priorities and initiatives simultaneously, and meet tight deadlines.

Actively championing diversity, equity, and inclusion to create an environment of belonging.

ABOUT THE COMPANY

Hazelview Investments is an active investor, owner, and manager of global real estate assets. Founded in 1999, Hazelview currently manages over $11.8 billion in total assets across two key investment strategies; direct investments in real estate and investments in publicly traded companies that own investment-grade real estate. We use our global knowledge and expertise to make insightful real estate investments and to actively create value for our team, clients, residents, and tenants. We are committed to a diverse and sustainable future. We see value potential that others have missed. We bring the same philosophy to human investment that we bring to asset investment; focus on the underlying value, commit to maximizing its potential; work at it; be patient; take personal responsibility; share in the rewards. We’re driven to create value for people and places.

Vision : “We create value for people and places”.

Our Core Values :

Trust

Ambition

Ownership Mindset

Having Fun

Hazelview Investments is an inclusive and equal opportunity employer. If you require a disability-related accommodation to participate in the recruitment process, please let us know. We will accommodate your needs as required under applicable legislation. Information related to accommodation requirements will be addressed confidentially. While we appreciate all applications, only those candidates selected for an interview will be contacted. All selected candidates will be asked to complete pre-employment criminal & background checks. Any offer of employment is conditional upon satisfactory results of all applicable checks. We thank all applicants for their submissions.

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