OPPORTUNITY
The financial will report into the Associate Vice President, Financial Planning & Analysis. The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, operating plan variance analyses, investor return analysis, quarterly valuations, and internal monthly reporting dashboards. This role will have the opportunity to interact closely with the Asset Management and Reporting 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 tight 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 FP&A.
KEY RESPONSIBILITIES
- Maintenance of the monthly reporting packages (Excel and PowerBI Dashboard), including analysis and commentary on KPI's to provide insight into budget variances and market trends
- Support the valuations process for income producing properties by updating Argus models and direct capitalization models with new leasing information and market assumptions
- Continuous automation through Excel formulas and streamlining steps in the workflow to enable more efficient and accurate processes
- Understand and model the impacts of revenue and cost assumption changes to forecasts and budgets
- Work closely with the Asset Management, Property Management, Leasing, and Reporting groups on the formulation of the budget and 5-year plan for the various income producing real estate funds
- Maintain and enhance financial models to project key performance metrics such as cash flow, margin returns, operating returns, IRR, ROIC, MOIC, NPV, etc
- Assist management with updates to standards of workflows, approval, and process documentation
- Ad hoc work as required
Requirements
KEY QUALIFICATIONS
- Undergraduate degree completed in accounting or finance is required
- Further education and/or working towards finance/accounting designations (i.e., enrollment in CPA or CFA program with proven progression through the program)
- Strong excel modelling and analytical skills
- Genuinely curious with a desire to understand key metrics and drivers
- Minimum of one to two years with development or corporate or real estate accounting or FP&A experience is an asset
- Experience with PowerBI dashboarding is an asset
- Experience in Yardi or another asset management/ERP system is an asset
- Excellent communication skills, proactive nature, team player, desire to deliver highest and best results
- Ability to form collaborative working relationships and foster great culture
CORE COMPETENCIES
- Being Authentic -Inspiring trust and being courageous.
- Focusing on Performance -Being accountable and driving results
- Understanding Stakeholders - Knowing the needs of those who rely on you.
- Building Effective Relationships - Collaboration and communication.
LOCATION
This position will be based out of the Oakville office. Fengate offers a Work-Flex policy where employees are allowed to work remotely up to 2 days per week.
Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.
We are committed to providing accommodation 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.
