Overview
Financial Planning Analyst Jobs in Greater Toronto Area, Canada at WP Osborne Executive Search Inc.
Title: Financial Planning Analyst
Company: WP Osborne Executive Search Inc.
Location: Greater Toronto Area, Canada
Financial Analyst, FP&A
We are seeking a sharp, driven FP&A Analyst who is obsessed with financial modeling, data, and investment performance.
Reporting to the Director, FP&A, you will be a trusted financial partner to our asset management, analytics and investment teams, translating data into the clear, well-structured analysis that drives operational and investment decisions.
This is a high-visibility role for someone early in their career who wants to develop deep FP&A expertise within a sophisticated real estate investment platform.
Duties and Responsibilities:
- Assist on behalf of finance with the annual budgeting process and periodic re-forecasts by partnering with asset management, analytics, core finance, investments and third-party property management teams collaboratively;
- Perform monthly and quarterly financial reports & analysis, including variance to budget analysis — revenue, expenses, NOI, and key financial drivers — delivering clear, actionable commentary to senior stakeholders;
- Support the monthly and quarterly close processes, ensuring timely and accurate financial reporting across the portfolio;
- Develop, maintain, and continuously enhance financial models, rolling forecasts, and long-range plans across the Canadian multi-family portfolio;
- Ensure KPIs / financial and operational reporting evolve with changes in market or operating conditions to highlight key opportunities;
- Prepare executive-level financial reports, investor presentations, and strategic planning documents that translate complex data into concise, decision-ready insights;
- Collaborate with the CAPEX team to track and report on capital expenditure programs, supporting return analysis and budget adherence across projects.
- Maintain interactive Power BI dashboards that provide asset managers, investment managers, and senior leadership with real-time visibility into portfolio and asset-level performance.
- Ensure consistency and integrity of financial and operational KPIs in close collaboration with the data team;
- Identify areas where actions/accountability are required to improve financial performance and deliver key initiatives;
- Streamline and automate reporting workflows, reducing manual effort and improving the speed and reliability of financial outputs;
- Proactively identify opportunities to integrate AI tools and automation into FP&A processes — from modelling and forecasting to reporting and data management.
Qualifications
The successful candidate will possess a Bachelor’s Degree in Finance, Accounting, Business, Economics or a related field, and a minimum of 1 year of experience in financial analysis, accounting or reporting, as well as advanced Excel and communication skills. The ideal candidate is detail-oriented and motivated by a fast-paced, dynamic environment. This is an excellent opportunity for a candidate that is interested in the real estate industry and is genuinely excited about AI and automation.
The compensation structure is comprised of a base salary that is market competitive and based on factors such as experience, education, designations, and skillset. It also includes a discretionary annual performance bonus tied to weighted performance targets and company performance, and company medical/dental benefits, healthcare spending accounts, a tiered employer matching group retirement savings plan and parking/Presto allowance. Other benefits include maternity top-up, investment opportunities in the company’s funds, summer office hours, annual company-wide volunteer day and many more.
