Financial Analyst - Burlington, Canada - Conduit Asset Management

Conduit Asset Management
Conduit Asset Management
Verified Company
Burlington, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

The individual that fulfills this position will need to display the willingness to be proactive and self-directed, dig deep into details, solve problems, propose solutions, and contribute to the success and culture of the firm.


Compensation:


  • Salary Range: $90,000 $100,000
  • Paid Time Off (PTO)


  • Bonuses

  • Considered after a 90day period
  • Stipend Benefits
  • Rapid growth potential

Compensation:

$90,000 - $100,000


Responsibilities:


  • Analyze investment projects
  • Forecast future trends in investments, stocks, and other financial projects
  • Forecast different scenarios and ways to deal with each potential outcome
  • Develop risk profiles for clients
  • Compile investment data in organized reporting systems
  • Advise clients on how to proceed with financial projects based on analysis of the market (past and present)
  • Develop tools to optimize the analysis of financial documents
  • Design and upkeep of Standard Operating Procedures into an interactive Operations Management System
  • Implement systems and software (task management, CRM, etc)
  • Understand and analyze the financial metrics of the business/project performance
  • Understand financial statements including Profit & Loss, Balance Sheets, and Cash Flow statements, and how they impact the performance of the business
  • Experienced in Project Management with a track record of successful execution
  • Ensure that all projects are moving through the pipeline and being fulfilled on time
  • Be an advocate for constant strategic innovation and improvement always seeking ways to grow the business and improve the value proposition to clients
  • Build a pipeline of raving fans with a focus on increasing repeat business and client referrals
  • Hold regular team meetings to review project status and mitigate project delays
  • Conduct industry research and trend analysis
  • Investigate additional sources of revenue for the business
  • Read and listen to books and podcasts relevant to continuous improvement objectives
  • Review the P&L and revenue with Senior Management and compare budgeted versus actual performance and highlight the reasons for any variances
  • Assist with providing content for the company website and social media blogs and posts

Qualifications:


  • BS in Business Management, MBA, and/or PMP Designation highly desirable
  • Experience in project management specifically in the construction or commercial renovation field
  • Consistent track record of successful completion of projects
  • 5+ years in progressively responsible financial leadership roles, preferably in real estate development, property management, and/ or construction industry
  • Advanced Excel
  • Quickbooks / Stratafolio some basic knowledge would be an asset
  • Google Suite
  • Strong interpersonal skills, ability to communicate and manage well at all levels of the organization and with staff at remote locations essential
  • Strong problemsolving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses
  • High level of integrity and dependability with a strong sense of urgency and resultsorientation
  • Attention to detail
  • Continuous improvement/entrepreneurial mindset

About Company

Many years of working alongside commercial real estate professionals and multiple other vendors has allowed us to form strong partnerships within the industry.

These partnerships allow us to utilize not only the experience in our particular field, but in all aspects when it comes to commercial real estate investment, particularly in the multifamily space.

When it comes to serving our clients, we strive to find the highest and best use to maximize returns, while using our experience to minimize any risks involved.

From due diligence collection and review and acquisition financing all the way through to construction project management and refinancing, Conduit Asset Management has knowledge, tools and experience to mitigate and issues that may arise throughout the process - minimizing your risk of lost time or money and maximizing your return.

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