Position SummaryThe Senior Analyst, Financial Planning & Analysis (FP&A) will be part of the Corporate Accounting department in Vancouver, BC and report to the Director, FP&A. This position will be involved in budgeting and forecasting, financial modeling, and the delivery of portfolio performance reporting, analytics, and financial insights to support operational and strategic decision-making.
Key Responsibilities1. Budgeting and forecasting:
- Support, and over time assume responsibility for the management of, the company-wide quarterly budgeting, forecasting, and long-range business planning processes, including coordination with other departments and consolidation of assumptions/inputs
- Prepare and maintain financial forecasting models to support business planning, scenario analysis, investment decisions, and strategic initiatives
2. Portfolio reporting & analytics:
- Analyze, monitor, and report the financial performance of all income producing properties, including the performance of Concert Income Properties LP, in comparison to market statistics and industry benchmarks
- Lead the preparation of internal quarterly portfolio-level reporting packages, which includes income and return analytics, variance analysis, debt and leasing metrics, and other key performance indicators
- Maintain property-level dashboards used by Asset Management as part of property operational performance reporting and strategic planning
- Serve as a liaison between IPP Accounting and Asset Management teams to coordinate portfolio reporting, ensure data integrity, and deliver timely and accurate financial and operational insight
- Assist driving reporting systems and process improvements, automation, and standardization of portfolio reporting
3. Valuation, Treasury, & Portfolio Support: Other responsibilities may also include assisting with various other activities, analyses, and presentations in support of the FP&A team and its required functions such as:
- Debt mark-to-market valuations, external valuations of income producing properties assets, and property tax assessments
- Portfolio modelling
- Treasury/cash management and financing
Please note this is a general description of the tasks and skills required. Additional responsibilities and duties may be required to successfully perform this role.
Required Knowledge & Skills- Post-secondary diploma or degree in business, accounting, real estate, economics, or finance
- Minimum of 2 to 5 years of progressive experience in FP&A, corporate finance, accounting, investment analysis, portfolio management, or a related analytical role
- Demonstrated understanding of budgeting/forecasting, variance analysis, financial statements, and business performance measurement
- Advanced analytical and financial modeling skills
- Strong attention to detail, organizational skills, and ability to manage multiple priorities under tight deadlines
- Highly developed written and verbal communication skills
- The following is considered an asset, but is not required:
- Real estate experience (income producing properties and/or development)
- CPA, CFA, or other relevant designation
- Understanding real estate valuation, including discounted cash flow models
- Experience with Yardi, Argus, and/or business intelligence tools
Please note this is a general description of the tasks and skills required. Additional responsibilities and duties may be required to successfully perform this role.
