Senior Financial Analyst, Real Estate Finance
Core
Financial analysis and reporting support for a $10B+ commercial real estate portfolio across Canada and the US.
Role type
Senior Financial Analyst (Real Estate Finance)
Builds
Financial reports, forecasts, and management dashboards for institutional investors.
Domain
Real Estate Finance / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial analysis, Budgeting, Forecasting, Data validation, Process improvement, Yardi operations, Advanced Excel
Preferred skills
Real estate background, Tax knowledge (CAD/US), Yardi expertise
Technologies
Yardi, Microsoft Excel, Microsoft Word, Microsoft Outlook
Responsibilities
Assist with day-to-day Yardi operations, configurations, and platform maintenance. Support implementation and enhancement of Yardi modules and reporting solutions. Identify and assist with process improvement initiatives to enhance data accuracy and reduce manual workflows. Support development of automated and standardized reporting processes. Partner with the Real Estate Team to translate business requirements into scalable reporting and analytics solutions. Collaborate to ensure integrity and completeness of financial and operational data. Assist with budgeting, forecasting, and management reporting through data extraction and analysis.