Job Description

Job Highlights

City Markham

Type Direct Hire

Salary $85,000

Apply Now!

About the Company
Our client is a private investment firm. They are looking for a Senior Financial Analyst.

Why Work Here

• Entrepreneurial environment
• Opportunity for growth
• Hands On role
• Good WLB - Hours are very reasonable

About the Opportunity

• 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 pro-formas 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!

About You

• 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

Salary Range
$75,000 - $85,000/year

How to Apply
Click the \xe2\x80\x9cApply Now\xe2\x80\x9d button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.
When referencing this job, quote #385988

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client\'s requirements for this role.

Lannick