About the Company
Our client is a private investment company. They are looking for a Business Analyst to join their team!
Why Work Here
- Bonus: Discretionary, approx. 10 %
- Vacation: 3 weeks
- Work within a successful, dynamic, and growing organization
- Competitive Salary
About the Opportunity
- Financial Planning & Forecasting
- Use technology to enhance the model & efficiency.
- Create, maintain, and update corporate forecasting and budgeting models.
- Monitor actual results against budgets, forecasts, and key assumptions, and assist with variance analysis.
- Prepare financial projections, scenario analyses, and supporting schedules for management review.
- Assist in the development of KPI/flash reports and consistent financial planning processes and reporting templates.
- Investment Portfolio Communication & Reporting
- Monitor investment correspondence and action any deliverables.
- Enhance processes using technology.
- Review financial results and performance information for the investment portfolio.
- Gather and organize portfolio company financial statements and related supporting documentation.
- Coordinate with investment managers and business partners as required.
- Documentation & Data Management
- Organize historical and current investment, real estate, and financial documents.
- Maintain orderly, accurate, and accessible records for portfolio companies, investment managers, service providers, and real estate projects as needed.
- Assist in the formation and standardization of financial reporting procedures and document management practices.
- Support special projects and other financial analysis requirements as needed.
- Reporting Systems, Addepar & iCapital
- Assist in updating and generating reports from Addepar and other investment performance reporting platforms.
- Oversee and review data entered by iCapital, and participate in regular meetings with iCapital to support data quality and reporting accuracy.
- Help standardize reporting processes, procedures, and outputs across investment and financial reporting activities.
- Identify opportunities to improve reporting efficiency, accuracy, and consistency using technology.
- Month-End, Quarter-End & General Ledger Support
- Assist in the preparation and completion of month-end and quarter-end processes related to investment reporting using technology.
- Support the loading of investment information into the general ledger and assist with reconciliations as required.
- Coordinate with accounting and finance team members to ensure completeness, timeliness, and accuracy of financial information.
- Maintain supporting documentation for accounting, audit, management reporting, and compliance purposes.
About You
- Bachelor's degree in Finance, Accounting, Economics, Commerce, or a related field.
- Working towards or commencing a CFA.
- Some experience or interest in financial analysis, investment management, private equity, real estate, corporate finance, accounting, or a related field.
- Experience building and maintaining financial models, including forecasts, budgets, investment analyses, and pro formas.
- Exposure to real estate development, construction budgets, acquisitions, asset management, or investment reporting is preferred.
- Experience with Addepar, iCapital, AI, ERP systems, or other financial and investment reporting platforms is an asset.
- Advanced Microsoft Excel and financial modeling skills.
- Strong analytical, problem-solving, and critical thinking capabilities.
- Understanding of investment performance analysis, private equity investments, alternative investments, and real estate development economics.
- Ability to validate assumptions, identify inconsistencies, and communicate financial insights clearly.
- Strong organizational skills and ability to manage multiple deadlines, reporting cycles, and stakeholder requests.
- High attention to detail and commitment to accuracy, confidentiality, and data integrity.
- Professional written and verbal communication skills, with the ability to work effectively with executives, investment managers, business partners, and external service providers.
Salary Range
$65,000 - $75,000 / year
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Business Analyst in Markham employer: Vaco
Join a dynamic and innovative team as the Director of Finance in the heart of Downtown Toronto, where you will not only lead a high-performance group but also play a pivotal role in shaping financial strategies that impact the broader community. Our company fosters a collaborative work culture that prioritizes employee growth through mentorship and professional development opportunities, ensuring that you can thrive in your career while making meaningful contributions to the finance sector. With a focus on excellence and integrity, we offer a unique environment that values your expertise and encourages you to drive strategic initiatives that resonate with stakeholders and investors alike.
