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SalaryWestern Wealth Capital has developed a proven, reliable system for investing in multifamily properties in key real estate markets across the U.S. We offer Investment Partners the opportunity to invest in cash-flowing properties with substantial value-add opportunities. Since inception, we have successfully completed over $5 billion in real estate transactions.
Job Purpose:
We are seeking a Portfolio Financial Planning and Analysis (FP&A) Analyst for our North Vancouver, BC headquarters. Key responsibilities include compiling and performing financial analysis, developing, forecasting and financial planning process for a portfolio of properties.
Key Responsibilities and Accountabilities:
- Property budgeting, forecasting, and financial planning process for the portfolio of properties
- Financial analysis, modeling, reforecasting, and reporting for the portfolio of properties
- Compile and track the components of the portfolio's debt and lender reporting
- Collaborate with internal stakeholders to inform cash planning for property capital projects
- Work closely with Asset Managers to compile ad-hoc analysis and reporting requests from various investment partners
- Work closely with Asset Management, Construction Management, and Property Accounting to corroborate monthly property financial results and complete reforecasts
- Review property's financials and operational performance to identify and communicate insights, findings, issues etc.
- Identify and address process improvement opportunities
- Support team with ad-hoc special projects, business analyses, etc.
- Support preparation of presentations and reporting to the Company's Executives and other stakeholders
- Collaborate with departments to support cross-functional tasks and enhance processes
- Complete property acquisition, disposition, and refinance models
- Assist with lender capex draws in support of the Construction Finance function.
- Assist with the property accounting team's completion of job costing reports (for the first two to three months) in support of the Construction Finance function.
- Bachelor's degree in Business, Finance, and/or Real Estate
- 3+ years of experience in real estate, finance and/or FP&A
- CFA and/or CPA designation (can be in progress) is considered an asset
- Experience in the commercial real estate, residential real estate, or property management sectors is considered an asset
- Advanced proficiency in Excel, including building models, data analysis, dashboards etc.
- A strong analytical thought process with sound judgement and a keen attention to detail
- Ability to be a self-starter and work effectively in a small team and contribute to areas beyond the direct scope of responsibility
- Experience with Yardi Voyager and other Business Intelligence (BI) tools is considered an asset
- Excellent written and verbal communication skills
- Must have strong project management skills, including the ability to multitask and prioritize
- Strong time management and organizational skills
- Ability to allocate one's time effectively, work under pressure, and manage tight deadlines
