Financial Analyst, Financial Planning & Analysis

About This Role

The Financial Analyst will join the Financial Planning & Analysis team, focusing on coordinating and preparing annual budgets and periodic forecasts for all CAPREIT managed properties. This role involves close collaboration with regional and corporate finance teams to conduct quantitative analysis, providing business insights to key stakeholders. The position also includes administering finance databases and creating system reports and dashboards.

Responsibilities

• Coordinate the preparation of consolidated budgets and periodic forecasts by working with corporate and regional stakeholders to ensure accurate and timely submission
• Provide analysis on business drivers and KPIs to facilitate budget and forecast presentation to senior management
• Develop financial models to support valuations and forecasting
• Address questions and issues that arise during budget, month-end reporting, and on-going analysis
• Create financial templates and internal financial metrics that support business decision making
• Perform deep-dive analysis and financial modeling for mergers and acquisitions, and developments
• Perform due diligence on business models that are provided by external parties
• Complete ad-hoc tasks as requested by senior management
• Ensure data accuracy and consistency of financial information within databases
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, and dashboards

Requirements

• 1-2 years of relevant working experience
• Bachelor's degree in Finance or Accounting
• Ability to develop accurate, concise, and clear data presentations that lead data-driven business decisions
• Articulate with strong written and verbal communication skills
• Proven ability to work with large volumes of data using solid quantitative skills
• Strong in Microsoft Excel

Nice to have:

• CPA, MBA and/or CFA designation
• Previous experience with SAP, ERP, BPC and BI tools

Benefits

• Paid vacation
• Flexible health, dental & vision benefits
• Employee savings plan
• Employee & family assistance plan
• Learning & professional development

About the Company

CAPREIT is a growth-oriented company that owns and operates high-quality rental communities across Canada. They invest in employees' learning and growth through a Mentorship Program and a Leadership Development Program in partnership with Concordia University. CAPREIT is a recognized 2025 Mercer Best Employer and an equal opportunity employer.