Senior Financial Analyst, FP&A

at  Trez Capital

Why Join Trez Capital?
Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured mortgage investment funds and investment assets. We have built our reputation on doing what we say, with a results-oriented approach to everything we do. We are building a better future as we proudly build better places for people to live, work and play. We are committed to our values – Trust, Respect, Excellence, and Zest - in all that we do.
We pride ourselves on our relationships and are passionate about providing exemplary client service, creating loyal and satisfied investors and borrowers and fostering a collaborative environment in which our employees can excel. We believe in hiring the best people who are as committed to creating incredible experiences for our clients and our team members. We set bold goals and deliver results.

PRIMARY ACCOUNTABILITIES:

• Serve as a Trusted Advisor: Act as a key analytical resource and business partner for essential functions, including Portfolio Management, Asset Management, Treasury, Underwriting, and Capital Raising
• Lead Financial Planning: Take ownership of the annual budgeting and quarterly reforecasting processes. Independently prepare budget templates and guidelines, ensuring accuracy and efficiency
• Enhance Executive Reporting: Develop and refine management reports and dashboards, highlighting crucial insights for the Executive Leadership Team. This work will provide the foundation for informed executive decision-making
• Liquidity Forecast Management: Oversee the weekly liquidity forecast, collaborating with all business functions to gather critical inputs. Deliver key insights and strategic conclusions to the management team which will directly influence strategic decisions
• Business Case Evaluations: Conduct in-depth profitability and feasibility analysis and develop compelling business cases for products, business lines, and corporate investment initiatives
• Support Strategic Growth: Collaborate closely with the Vice President of Financial Planning & Analysis to perform detailed analysis and financial modeling for strategic opportunities and M&A transactions
• Optimize Processes: Continuously seek and implement process improvements to enhance efficiency. Utilize advanced Excel models, Power BI reporting, and databases to streamline operations and deliver actionable insights
• Other projects and duties as assigned

Additional Accountabilities:Embraces the Trez core values:

• We build Trust through the integrity of our people and our actions. We have built our reputation on transparency and doing what we say, with a rigorous, results-oriented, risk-managed approach to everything we do.​
• We pride ourselves on the Respect we create inside and outside the firm. We are passionate about providing exemplary client experiences creating loyal and satisfied investors, partners and borrowers and fostering a collaborative environment in which our employees can excel.​
• We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success. ​
• Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.​
• Complies with all policies and procedures, work rules, and standard operating procedures
• Safeguards the interests of the business, our people and our clients
• Completes other related duties as required

QUALIFICATIONS AND EXPERIENCE:

• Demonstrated excellence in:
• Developing and implementing financial models and planning & forecasting tools;
• Analytical thinking and ability to independently problem solve;
• Communication (written and oral and presentation skills);
• Development of dashboard reporting on KPI’s;
• Database and system development;
• Executive reporting/presentations; and
• Process improvement and automation.
• Strong financial modeling skills using advanced Excel functionality and BI reporting tools from a data warehouse.
• Bachelor’s degree in finance, accounting, or business administration, and 2+ years of FP&A experience
• Professional accounting designation (Chartered Professional Accountant), MBA or CFA.
• Corporate finance and FP&A background.
• Experience in the commercial real estate industry will be considered an asset.

CORE COMPETENCIES (KNOWLEDGE, SKILLS & ABILITIES):

• Knowledge of working in a highly regulated industry.
• Structured, disciplined and organized, with the ability to design and successfully implement effective and efficient business processes and systems.
• Ability to manage challenging workloads in an entrepreneurial environment and deliver results.
• Ethical and credible with a high degree of personal and professional integrity.
• Superior interpersonal and relationship management skills.
• Superior analytical and problem-solving skills
• Computer skills; proficiency in Microsoft Office, with advanced Excel, Power Query and PowerBI

The Senior Financial Analyst will play an integral role in directing and managing the Company’s budgeting, planning, forecasting and financial analysis functions.
Working closely with the Vice President, Financial Planning & Analysis and Director, Data Analytics, the Senior Financial Analyst will assist in the development and oversight of the long-range planning and budgeting process, liquidity forecasting and management information reporting, focusing on KPI’s to measure and monitor the direction and health of the business.