Job Description

What this position entails

• Gain experience in private equity and real estate

• Assist in updating and generating reports from Addepar (performance management platform)

• Assist in the preparation and completion of month end and quarter end processes

• Gather portfolio company financial statements to provide initial top-down review and setting up the initial general ledger for comparability and entry into new general ledger system

• Assist in the formation and standardization of report generation and financial reporting procedures

• Monitor collection of monthly financials and budgets of portfolio companies

• Maintain portfolio financial summary spreadsheets

• Monthly reconciliation with investment brokers

• Monitor collection of tax slips

• Review financial results for the investment portfolio

• Organize tax slips and reconcile to income, coordinate with KPMG

• Complete ad hoc financial analyses on investments

• Organize historical and current investment and financial documents

• Support the creation and updating of project proformas for real estate projects

• Assist in the due diligence process for private equity investments

• Ad hoc modelling to support all business groups

• Work closely with investment managers and business partners

• \xe2\x80\xa6 with the potential to gain more responsibilities!

Requirements

• Undergraduate degree in business, finance, or accounting

• At least three years of work experience in a finance or accounting role

• Accounting entry and classification knowledge for various companies across multiple industries

• Strong financial modelling/analysis skills

• Proficiency in Microsoft Excel, Word, PowerPoint, SharePoint

• Excellent written and verbal communication skills

• Strong analytical skills

• Keen attention to detail

• Ability to work independently and as part of a team

• Enrollment in CPA program

Robert Half is the world\'s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.

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Robert Half

Robert Half is the world\'s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting,...

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