Financial Analyst

Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We have discovered that finding the right opportunities involves time, experience, and discipline. Our strategy is always forward-looking, anticipating trends and adapting our selection to strengthen our market position, capitalizing on value creation opportunities, and building the most robust portfolio possible for our investors. We attract exceptionally talented people and create an atmosphere that rewards initiative, independent thinking, and integrity.

About the Position:

The Financial Analyst is a newly created role, reporting to the Sr. Financial Analyst, IPP. This role will support the monthly, quarterly, and annual operational and financial reporting cycles.

The incumbent analyst will collaborate with various teams including Accounting, Property Management & Operations to gather, interpret and use complex data, to prepare and automate the financial models and utility KPIs analysis, assist in preparation of reporting packages within tight deadlines, and support special projects and initiatives pertaining to energy consumption and sustainability.

Key Functions and Responsibilities:

• Create, update and maintain, with accuracy, the financial models for Utilities tracking and reporting for the whole portfolio.
• Track and monitor daily meter reading recording in Yardi by property.
• Submit consumption data to providers to ensure actual consumption is captured in monthly billing; maintain the schedule of meter readings submission.
• Support the monthly, quarterly, and annual operational reporting cycles, including quarterly forecasting and annual budgeting process.
• Work with the Sr. Analyst to develop operational metrics tracking KPIs performance and monitor the efficiency of special programs.
• Assist the Sr. Analyst in the preparation of the annual package for GRESB and EWRB reporting.
• Provide support to Accounting, Finance and Property Management & Operations building and maintaining working relationships with RMs.
• Ad hoc requests.

Required Skills and Abilities:

• Demonstrated ability to run complex models working with large data sets.
• High attention to detail and commitment to accuracy.
• Advanced excel skills and financial modeling skills.
• Ability to work independently with minimal supervision and also be a team player.
• Excellent organization, prioritizing and problem-solving skills.
• Strong written and verbal communication skills.
• Ambition and the desire to learn and continue to grow.
• Flexibility, and the ability to manage changing priorities and work within tight deadlines.
• Excellent interpersonal and communication skills (verbal and written).

Education and Experience:

• Bachelor’s degree in Accounting, Finance, Math, or related field of study.
• 1-3 years of experience in working with large data sets highly preferable.
• Proficient in Microsoft Office Suite (advanced Excel) and working knowledge of ERP accounting software is a plus.
• Hands on experience in financial modelling.
• Understanding of general accounting rules and principles.

Our Commitment to Diversity, Equity and Inclusion:

In addition to being dedicated to building a workforce that leverages diverse talent, we are committed to fostering an inclusive and accessible experience where all employees feel valued, respected and supported. We are an equal opportunity employer that values a culture that reflects and celebrates diversity of thought, background and experience. If you require accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know, so that we will work with you to meet your needs. We thank you for applying, however, only those selected to continue will be contacted.

Our Core Values:

• Rigorous adherence to a set of moral and ethical standards focused on respect, honesty, and fairness.
• Individual responsibility for delivering on our commitments and being accountable for our decisions, actions, and results.
• Offering the highest level of professional expertise, quality service and knowledgeable insights.
• We recognize our customers are the reason for our success and know by putting their needs first, we foster trusting, long-term relationships.
• Focusing on a growth mindset, continuous improvement, embracing change, and recognizing goals are achieved through dedication and hard work.

Please note that at present, legal eligibility to work in Canada is a prerequisite for this role.