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Nicola Wealth

Independent private wealth and asset management

Senior Financial Analyst - Real Estate Finance

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeVancouver, BC, Canada

About the Job

Requirements

  • A minimum of 4 years of related work experience is required; an audit and/or real-estate-specific background is preferred.
  • An undergraduate degree in accounting or finance and an industry designation (CPA or CFA) are required.
  • Advanced Excel skills are required.
  • High proficiency in Microsoft Word and Outlook is required.
  • English proficiency, both written and verbal, is required.

Responsibilities

  • Work closely with the FP&A Manager and assist with day-to-day Yardi operations, configurations, and ongoing platform maintenance for Nicola Real Estate.
  • Support implementation and enhancement of Yardi modules and reporting solutions in alignment with Nicola Real Estate’s strategic goals.
  • Identify and assist with process-improvement initiatives within Yardi to enhance data accuracy, reduce manual workflows, and improve reporting efficiency across fund and property operations.
  • Support development of automated and standardized reporting processes to improve timeliness, accuracy, and consistency of financial and operational reporting.
  • Partner with Real Estate Team members to translate business requirements into scalable reporting, analytics, and system solutions.
  • Collaborate with Real Estate Team members to ensure the integrity, consistency, and completeness of financial and operational data used for reporting, forecasting, and decision-making.
  • Assist with budgeting, forecasting, and management reporting through extraction, validation, and analysis of data from Yardi.

Desired Qualifications

  • Yardi software experience is considered an asset.
  • Experience in Canadian and/or US tax is considered an asset.

About the Company

Nicola Wealth

Independent private wealth and asset management

Nicola Wealth Management provides investment management for clients across both public and private assets, including Canadian and global equities, fixed income, real estate, infrastructure, private debt, mortgages, and private equity. It uses a team of investment professionals and operates as a registered Portfolio Manager and Exempt Market Dealer, managing about $16.8 billion in assets. The firm builds diversified, multi-asset portfolios tailored to each client’s goals, risk tolerance, and time horizon, often combining public markets with private asset programs. As an independent, non-bank private investment counsellor with a broad asset mix, Nicola Wealth aims to grow and protect clients’ wealth over time through tailored investment solutions.

Company size
51-200
Company stage
Not listed
Total funding
$431.8M
Headquarters
Vancouver, Canada
Founded
1994

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