Financial Analyst

Role Overview

The Financial Analyst will support the day-to-day management of the loan portfolio and lender relationships, preparing and monitoring debt covenant calculations, maintaining accurate loan data, and contributing to due diligence for new financing and real estate transactions.

What You Will Do

Responsibilities include maintaining a detailed loan register, preparing and coordinating financing applications, tracking funding conditions, and helping prepare and submit accurate lender reporting packages.

Why It Might Be a Fit

The ideal candidate will have a bachelor’s degree in Finance, Accounting, or a related discipline, 2-5 years of relevant experience, and strong Excel and Microsoft Office skills.

Requirements

• Bachelor’s degree in Finance, Accounting, Commerce, Real Estate, Business Administration or a related discipline
• 2–5 years of relevant experience in real estate finance, commercial lending, mortgage banking, accounting, corporate finance or a related field
• Advanced Excel skills (financial modeling, lookups, pivot tables, Power Query or similar)
• Strong Microsoft Office skills
• Familiarity with reporting and dashboard tools (e.g. Power BI, Tableau)
• Practical, hands-on experience using AI tools for research, drafting, summarization, data analysis and workflow design
• Strong organizational and project coordination skills
• Knowledge of commercial real estate financing and lending practices
• Excellent written and verbal communication skills
• A proactive, curious mindset, with an interest in new technology and process improvement

Benefits

• Competitive Wages
• Extended Health and dental coverage
• Healthcare and Lifestyle Spending Account
• Employee Assistance Program
• RRSP/TFSA matching
• Life insurance
• Paid Training and development opportunities
• Discretionary bonus