SUN LIFE FINANCIAL ADVISOR - Ontario (Richmond Hill)

SUN LIFE FINANCIAL ADVISOR - Ontario (Richmond Hill)

12 Oct
|
Sun Life
|
Richmond Hill

12 Oct

Sun Life

Richmond Hill

Our client is a real estate investment company. They are looking for a Finance Manager, Yardi and Financial Systems to join their team!

Why Work Here

- Solid Work-Life Balance
- Annual Bonus: 10%
- CPA Dues Reimbursement

About the Opportunity

- System Administration & Configuration
- Administer and maintain Yardi Voyager and related modules
- Configure system settings, workflows, security roles, permissions, and user access
- Support testing, upgrades, and deployment activities
- Troubleshoot functional and application-related issues
- Coordinate with IT on infrastructure and technical concerns
- Implement approved enhancements through formal change-management processes
- Maintain configuration, controls, and support documentation
- Manage:
- Workflows
- Approval rules
- Account trees
- Charge codes
- Reporting structures
- Property and entity setup

- User Support & Training

- Resolve user issues related to:
- Workflows
- Reporting
- Security access
- Data quality
- System configuration

- Develop user guides and training materials
- Deliver user training sessions
- Support change-management initiatives
- Assist finance teams during month-end and critical reporting cycles
- Coordinate support requests with vendors, consultants, and internal teams

- Data Management & Integrity

- Ensure data accuracy, integrity, and completeness within Yardi
- Support:
- Data imports
- Data exports
- Conversions
- Migrations

- Develop validation and audit procedures
- Support acquisitions, dispositions, and portfolio transitions
- Maintain:

- Chart of Accounts
- Intercompany structures
- Books and entities
- Reporting hierarchies

- Improve data governance and consistency

- Support financial and operational reporting requirements
- Investigate and resolve reporting issues




- Validate data where Yardi serves as the source system
- Collaborate with stakeholders on reporting enhancements
- Coordinate with IT on report development projects
- Support reconciliations and audit requests
- Troubleshoot reporting logic issues involving:

- Accounts
- Properties
- Entities
- Leases
- Intercompany transactions

- Integrations & Process Improvement

- Support integrations between Yardi and other enterprise systems
- Coordinate testing and troubleshooting activities
- Liaise with software vendors and internal stakeholders
- Identify automation opportunities and process improvements
- Participate in future Yardi implementation projects
- Help strengthen governance, controls, and operational efficiency

- Security & Compliance

- Maintain user security and access controls
- Support segregation-of-duties compliance
- Assist with internal and external audits
- Participate in access reviews and security assessments
- Ensure changes are:
- Authorized
- Tested
- Documented
- Approved
- Auditable

About You

- Bachelor's degree in:
- Accounting
- Business Administration
- Information Technology
- Computer Science
- Related field

- 3–5+ years administering Yardi Voyager or similar property management systems
- Experience supporting:

- Accounting
- Property Management
- Leasing
- Real Estate Operations

- Experience with:

- System implementations
- Upgrades
- Integrations
- Change management

- Knowledge of:

- Security roles
- User groups
- Menus and permissions
- Account trees
- Intercompany structures
- Workflows and approvals

- Advanced Microsoft Excel skills
- Understanding of:

- Internal controls
- Audit requirements
- Segregation of duties
- Documentation standards

- Ability to distinguish application issues from infrastructure or integration issues

Salary Range

$115,000 - $125,000 / year

#J-18808-Ljbffr

📌 SUN LIFE FINANCIAL ADVISOR - Ontario (Richmond Hill)
🏢 Sun Life
📍 Richmond Hill

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