About the RoleTrez Capital is seeking a
Senior Financial Analyst, FP&A to support the company's budgeting, planning, forecasting, liquidity management, and financial analysis activities.
Working closely with the Vice President, FP&A and Business Optimization and the Director, Data Analytics, you will contribute to long-range planning, budgeting, liquidity forecasting, and management reporting. You will also develop and monitor key performance indicators that provide meaningful insight into business performance and financial health.
Key Responsibilities- Serve as a trusted analytical resource and business partner to Portfolio Management, Asset Management, Treasury, Underwriting, and Capital Raising.
- Lead the annual budgeting and quarterly reforecasting processes, including preparing budget templates and guidelines and supporting accurate, efficient submissions.
- Develop and enhance management reports and dashboards that provide clear insights to support Executive Leadership Team decision-making.
- Oversee the weekly liquidity forecast, coordinate inputs across business functions, and provide insights and conclusions to support management decisions.
- Assess the profitability and feasibility of products, business lines, and corporate investment initiatives, and develop supporting business cases.
- Perform financial analysis and modelling for strategic opportunities and M&A transactions.
- Identify and implement opportunities to improve efficiency through advanced Excel models, Power BI reporting, databases, and automation.
- Prepare recurring pipeline and origination reporting and assess the liquidity and cash flow impact of new originations and modifications.
- Maintain portfolio- and fund-level reporting and forecasting models to support Portfolio and Asset Management.
- Perform other related duties reasonably aligned with the responsibilities and level of the role.
Qualifications and Experience- Bachelor's degree in finance, accounting, business administration, or a related field.
- At least three years of FP&A experience.
- CPA, MBA, or CFA designation.
- Demonstrated experience developing financial models and planning and forecasting tools.
- Advanced financial modelling skills using Excel and business intelligence reporting tools connected to a data warehouse.
- Experience developing KPI dashboards, databases, and systems, as well as improving or automating processes.
- Strong written, verbal, and presentation skills, including experience preparing executive reports and presentations.
- Commercial real estate industry experience is considered an asset.
- Experience working in a highly regulated industry is considered an asset.
Knowledge, Skills and Abilities- Advanced proficiency in Excel, Power Query, and Power BI.
- Strong analytical, quantitative, and independent problem-solving skills.
- Ability to design and implement effective and efficient business processes and systems.
- Strong organizational and time-management skills, with the ability to manage competing priorities in an entrepreneurial environment.
- Strong interpersonal and relationship-building skills.
- High standards of ethics, credibility, and personal and professional integrity.
Compensation and BenefitsThe salary range for this position is
$90,000 to $120,000 annually, depending on experience and qualifications. The total rewards package also includes:
- Eligibility for a discretionary bonus
- Company-sponsored health and dental benefits, with costs shared between the employee and the company
- Three weeks of annual vacation
- Company matching of employee RSP contributions up to 5%
Recruitment AgenciesUnsolicited resumes from recruitment agencies will not be accepted. Trez Capital will not be responsible for any fees associated with unsolicited resumes.
