Ownership of fiscal budgets, projections and financial analysis at a business unit and/or consolidated level
Create, re-vamp and lead current budgeting and forecasting processes/templates
Analyze current and past trends in KPIs including all areas of revenue, expenses, and capital expenditures and use this information to support strategic decision-making.
Gather information from various internal/external resources to develop and enhance financial models, standardize models throughout the process and leverage ERP budget to actual analysis.
Monitor performance indicators, highlighting trends and analyzing causes of variances.
Support and implement formal quarterly project budget reviews (PBR’s) through a ground up process that is scalable
Manage the reporting, budgeting and forecasting of operating returns, including IRR, ROIC, MOIC, FFO, AFFO and yield.
Assisting in ad hoc financial analysis to support strategic operating decisions.
Working with the Reporting team to both enhance current, and create new, reporting and forecasting infrastructure for internal/external reporting and presentation decks.
Create/maintain models around cash flow, equity, debt based on agreements and input from various business partners.
Continuously seek opportunities to enhance efficiency through process improvement, automation, and leveraging AI tools
Accountability of quarterly and/or annual valuations processes with our internal valuation resources and external valuators.

CPA, CA and have 4+ years of experience working in leadership roles in the private equity, asset/fund management, real estate/infrastructure investment or pension space.
Advanced excel modelling skills, ability to construct professional PowerPoint presentations.
Ability to review various legal documentation including partnership agreements to ensure revenue and cost inputs in models are accurate.
Ability to handle multiple competing deliverables, with accurate/timely delivery under tight timelines.
Sound judgment, with the ability to critically analyze situations, problem-solve, and deal with ambiguity and think like an owner/operator.
Strong customer focus with excellent relationship building and a collaborative working style.
A role model for leading by example, with a solid value set including the highest levels of integrity, trust, and ethics
a natural leader with strong people management and coaching skills.
Excellent presentation, verbal, and written communication skills with the ability to articulate complex ideas and financial information/concepts in simple business terms to all levels of management.
IT systems experience and use of budgeting tools is a must, Yardi or NetSuite is an asset.

Manager, Financial Planning & Analysis – Future Opportunities

Key skills