Leads budgeting, forecasting, liquidity management, financial modeling, KPI reporting, and management analysis. Partners with business functions and executives to support planning, investment decisions, M&A analysis, and cash flow management. Develops dashboards, databases, and automated reporting using Excel, Power Query, and Power BI while maintaining portfolio and fund-level financial models.
About the Role
Trez Capital is seeking a Senior Financial Analyst, FP&A to support the company’s budgeting, planning, forecasting, liquidity management, and financial analysis activities.
Working closely with the Vice President, FP&A and Business Optimization and the Director, Data Analytics, you will contribute to long-range planning, budgeting, liquidity forecasting, and management reporting. You will also develop and monitor key performance indicators that provide meaningful insight into business performance and financial health.
Key Responsibilities- Serve as a trusted analytical resource and business partner to Portfolio Management, Asset Management, Treasury, Underwriting, and Capital Raising.
- Lead the annual budgeting and quarterly reforecasting processes, including preparing budget templates and guidelines and supporting accurate, efficient submissions.
- Develop and enhance management reports and dashboards that provide clear insights to support Executive Leadership Team decision-making.
- Oversee the weekly liquidity forecast, coordinate inputs across business functions, and provide insights and conclusions to support management decisions.
- Assess the profitability and feasibility of products, business lines, and corporate investment initiatives, and develop supporting business cases.
- Perform financial analysis and modelling for strategic opportunities and M&A transactions.
- Identify and implement opportunities to improve efficiency through advanced Excel models, Power BI reporting, databases, and automation.
- Prepare recurring pipeline and origination reporting and assess the liquidity and cash flow impact of new originations and modifications.
- Maintain portfolio- and fund-level reporting and forecasting models to support Portfolio and Asset Management.
- Perform other related duties reasonably aligned with the responsibilities and level of the role.
- Bachelor’s degree in finance, accounting, business administration, or a related field.
- At least three years of FP&A experience.
- CPA, MBA, or CFA designation.
- Demonstrated experience developing financial models and planning and forecasting tools.
- Advanced financial modelling skills using Excel and business intelligence reporting tools connected to a data warehouse.
- Experience developing KPI dashboards, databases, and systems, as well as improving or automating processes.
- Strong written, verbal, and presentation skills, including experience preparing executive reports and presentations.
- Commercial real estate industry experience is considered an asset.
- Experience working in a highly regulated industry is considered an asset.
- Advanced proficiency in Excel, Power Query, and Power BI.
- Strong analytical, quantitative, and independent problem-solving skills.
- Ability to design and implement effective and efficient business processes and systems.
- Strong organizational and time-management skills, with the ability to manage competing priorities in an entrepreneurial environment.
- Strong interpersonal and relationship-building skills.
- High standards of ethics, credibility, and personal and professional integrity.
The successful candidate will demonstrate Trez Capital’s values of Trust, Respect, Excellence and Zest through professional conduct, collaboration, accountability, and a commitment to high-quality work.
Compensation and Benefits
The salary range for this position is $90,000 to $120,000 annually, depending on experience and qualifications. The total rewards package also includes:
- Eligibility for a discretionary bonus
- Company-sponsored health and dental benefits, with costs shared between the employee and the company
- Three weeks of annual vacation
- Company matching of employee RSP contributions up to 5%
Unsolicited resumes from recruitment agencies will not be accepted. Trez Capital will not be responsible for any fees associated with unsolicited resumes.
Trez Capital Vancouver, British Columbia, CAN Office
Vancouver, Canada
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