The Role
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.
Summary Generated by Built In
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.
Skills Required
- 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
- Experience developing financial models and planning and forecasting tools
- Advanced financial modeling skills using Excel and business intelligence reporting tools connected to a data warehouse
- Experience developing KPI dashboards, databases, and systems
- Experience improving or automating processes
- Strong written, verbal, and presentation skills, including executive reports and presentations
- Commercial real estate industry experience
- Experience working in a highly regulated industry
- Advanced proficiency in Excel, Power Query, and Power BI
- Strong analytical, quantitative, and independent problem-solving skills
- Ability to design and implement effective business processes and systems
- Strong organizational and time-management skills
- Strong interpersonal and relationship-building skills
- High standards of ethics, credibility, and personal and professional integrity
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The Company
What We Do
Trez Capital is a diversified real estate investment firm and a leading non-bank provider of private commercial real estate debt and equity financing in Canada and the United States. Founded in 1997, it provides flexible short- to mid-term financing to developers and property owners, while offering private and institutional investors access to mortgage investment funds and other secured, opportunistic real estate investment strategies.
