Our client is a real estate and senior living company. They are looking for a Senior Financial Analyst who will be responsible for supporting the monthly, quarterly, semi-annual, and annual reporting cycle across the company's real estate and retirement living portfolio. The primary focus of the role is financial reporting, portfolio analytics, budgeting, forecasting, variance analysis, cash flow forecasting, financial modelling, and management reporting.

The position has been created to support increased reporting obligations associated with a new institutional investor partnership and will work closely with finance, accounting, operations, and executive leadership. This is a highly analytical role with exposure to portfolio performance, property-level analytics, strategic planning, executive reporting, lender reporting, acquisitions, financing activities, and business decision support.

Unlike a traditional accounting role, this position has no responsibility for audit, payroll, month-end close, or GST filings. The focus is on analysis, reporting, forecasting, and business partnering.

Why Work Here

- Net new role created to support a major institutional investor partnership
- Highly visible opportunity supporting both finance leadership and executive leadership
- Significant exposure to financial reporting, portfolio analytics, budgeting, forecasting, financial modelling, and strategic planning
- Broad role combining FP&A;, reporting, business partnering, and investment analysis responsibilities
- Opportunity to work on a growing real estate and retirement living platform
- Exposure to acquisitions, financing initiatives, development projects, and capital planning




- Opportunity to build and enhance reporting packages, dashboards, models, and analytics processes
- Standalone role with meaningful ownership and influence
- Growing organization with substantial development and investment activity
- Strong exposure to senior leadership and strategic decision making

About the Opportunity

Financial Reporting and Analysis (50%)

- Prepare internal financial reports, including income statements, balance sheets, and cash flow summaries
- Conduct detailed variance analysis (actual vs. budget, forecast, and prior periods)
- Prepare in depth analysis of the various revenue and expense streams
- Analyze key drivers of financial performance and provide commentary for management
- Support preparation of management reporting packages and executive presentations
- Assist in quarterly and annual financial statement preparation
- Validate financial data inputs and ensure alignment with accounting records
- Assist in developing rolling forecasts and scenario analyses
- Maintain up-to-date portfolio dashboards across income-producing properties (occupancy, rent roll, leasing activity, capital expenditures, NOI performance)
- Analyze monthly/quarterly property performance and identify variances, trends, and risks
- Assist in annual budgeting and reforecasting for properties




- Analyze actual to budgeted results and provide relevant explanations with the reporting
- Support cash flow forecasting at both property and consolidated levels
- Perform ad hoc financial analysis as requested by senior management
- Prepare ad hoc analysis for senior management, including scenario testing, sensitivity analysis, and strategic planning support
- Provide financial insights to support operational decision-making
- Assist non-finance stakeholders in understanding financial results and budget implications
- Support corporate initiatives related to financing, refinancing, capital raising, and long-term planning

Accounting & Finance Integration (25%)

- Work closely with the accounting team to reconcile financial model assumptions with actual results and GL data
- Review monthly financial statements for key properties and entities, preparing variance explanations where required
- Work with Argus to maintain office rent rolls and budgets
- Ensure capitalization, cost allocations, and intercompany transactions reflect proper treatment for development projects
- Assist with lender reporting, covenant tracking, and draw requisitions
- Support audit and tax package preparation by gathering required schedules and documentation

Data, Systems & Process Improvement (15%)

- Improve internal data structures for forecasting, reporting, and analytics (e.g., rent roll integration, cost tracking)
- Assist in transitioning to recent accounting or asset management systems as required (e.g., Yardi, Intacct, NetSuite)
- Develop templates, dashboards, and standardized reporting packages for use across departments

Investment Analysis Support (10%)

- Bui

📌 Business Analyst – Senior (Brampton)
🏢 Compu-Vision Consulting
📍 Brampton