Senior Financial Analyst

Posted 3 Days Ago
Be an Early Applicant
Tustin, CA
94K-157K Annually
5-7 Years Experience
Real Estate
The Role
The Senior Financial Analyst at Tricon Residential plays a critical role in the Asset Management department, supporting financial planning and analysis activities. Responsibilities include financial modeling, analysis, Power BI dashboard development, budgeting, forecasting, reporting, data management, business support, and ad-hoc analysis. Minimum qualifications include a Bachelor's Degree in Finance or related field, knowledge of Yardi and Real Estate industry, and four years of progressive financial analysis experience.
Summary Generated by Built In

Tricon Residential is an owner and operator of a growing portfolio of more than 38,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage. At Tricon, we imagine a world where housing unlocks life’s potential. For more information, visit Tricon Residential. 

Job Description

The Associate, Financial Analysis plays a critical role in the Asset Management department, supporting financial planning and analysis activities, and helping drive data-driven decision-making across the organization. This position will involve working closely with cross-functional teams, conducting financial research, preparing reports, and providing valuable insights to drive business growth.

Essential Duties and Responsibilities include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by supervisory personnel.

  • Financial Modeling: Develop and maintain sophisticated cash flow projection models to support asset management initiatives, including scenario analysis and sensitivity testing.

  • Financial Analysis: Conduct in-depth financial analysis, including variance analysis, trend analysis, and forecasting, to provide insights into financial performance.

  • Power BI Dashboard Development: Design, develop, and maintain Power BI dashboards that provide actionable insights into financial performance.

  • Budgeting and Forecasting: Assist in the preparation and management of annual budgets and forecasts, collaborating with various departments to ensure accuracy and alignment with strategic goals.

  • Reporting: Generate and present financial reports, dashboards, and presentations to support decision-making processes and provide regular updates to senior management.

  • Data Management: Maintain and analyze financial data, ensuring data accuracy and integrity for reporting and analysis purposes.

  • Business Support: Collaborate with business units to identify key financial metrics, analyze financial data, and provide recommendations for performance improvement.

  • Ad-hoc Analysis: Conduct ad-hoc financial analysis and special projects as required, addressing specific business needs and providing actionable insights.

Qualifications:

  • Bachelor’s Degree in Finance, Accounting, or related fields. MBA, CFA or graduate degree is a plus

  • Knowledge of Yardi and Real Estate industry / terminology is a major plus

  • Minimum of four years of progressive experience in financial analysis, budgeting, forecasting, and financial modeling.

  • Strong understanding of financial principles, accounting standards, and financial analysis techniques.

  • Exceptional analytical skills, keen attention to detail, and the ability to interpret complex financial data.

  • Effective communication and presentation skills to convey financial insights to diverse stakeholders.

  • Collaborative mindset and the ability to work effectively in a team environment.

  • Proficiency in financial modeling, data analysis, and reporting tools.

  • Advanced skills in Microsoft Excel, PowerPoint, and other relevant software.

  • Demonstrated experiences in developing Power BI dashboards and reports.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, including:

  • Frequently required to sit; talk; and hear.

  • Occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch.

  • Occasionally lift and/or move up to 10 pounds.

  • Vision abilities required by this job include close vision, distance vision and depth perception.

At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.

Salary Range

Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.

$94,050.00 - $156,750.00

The Company
HQ: Toronto, Ontario
688 Employees
On-site Workplace
Year Founded: 1988

What We Do

At Tricon Residential, we imagine a world where housing unlocks life’s potential.

Tricon Residential is an owner and operator and developer of a growing portfolio of more than 36,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage.

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