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Senior Manager, Financial Planning & Analysis


Reporting to the Executive Director, Finance, this position will be responsible for producing quarterly forecasts, the annual business plans and relevant, timely and high-quality financial analysis to improve the profitability of our investment vehicles. The Senior Manager is a key financial business partner supporting the SUSMF senior management and asset management teams.


Qualified candidates can submit their resume to

Duties and Responsibilities

The candidate will have a detailed knowledge of real estate finance and a willingness to develop an FP&A function which helps maximize returns for our investors utilizing best-in-class processes and leading-edge technologies where relevant. The successful candidate will develop and manage detailed, accurate and nimble financial models which highlight our business’s KPI’s and growth opportunities while developing strong relationships with all stakeholders within the organization. The candidate will also assist with presenting clear and concise analysis identifying areas of opportunity for improved profitability and working with our asset management team to develop actionable plans to implement these strategies.

Business Planning, budgeting and financial analysis

  • Lead the planning, development and approval of annual business plans and budgets for all properties, including consolidation of financial results by investment vehicle, by partnering with asset management, financial reporting team, investments team and property management teams in a collaborative manner.
  • Lead the production of high-quality, insightful quarterly partner presentation materials & provide input into standard monthly reporting package
  • Partner with asset management to ensure underlying financial models capture the business KPI’s and data-flow for all stakeholders is efficiently managed

Operational opportunities

  • Work with core financial reporting team to summarize key trending in financial results of properties, develop recommendations that help either mitigate risks or take advantage of opportunities for our business and work with various stakeholders to ensure an effective plan is put into place to action such recommendations and subsequently track the rollout of such initiatives
  • Identify areas where actions/accountability are required to improve financial performance and deliver key initiatives
  • Implement market / peer benchmarking for key metrics to identify areas of opportunity
  • Ad-hoc reporting and analysis, as required
  • Work with Executive Director, Finance to identify areas where organizational data flow could be improved and work with asset management, finance and investments to implement process improvements to address areas of opportunity. The overall goal is to facilitate timely and insightful insight into the businesses KPI’s
  • Build analytical tools and reporting to measure business results, key success metrics and efficiency, leveraging existing infrastructure as appropriate and create new capabilities as required

Change Management & Transformation

  • Develop a strong working relationship with asset management team, core financial reporting team and executive team
  • People are our greatest assets. This position will act as the agent of change by actively selling the benefits of each initiative. This role will need to spend a significant amount of time understanding stakeholder perspectives, needs and wants in order to sift out the information required to garner buy-in and implement change successfully
  • Develop frameworks that transform how people and data come together, thereby allowing everyone to focus on meeting the collective objectives of the business. This will promote a flexible work environment for everyone
  • Work with Executive Director, Finance and other stakeholders to identify financial and operational systems that will elevate and differentiate the performance of our business. Work with Executive Director, Finance and other business leads to obtain necessary approvals to implement recommendations
  • Bachelor’s degree in Finance, Mathematics or Business Administration (MBA an asset)
  • CPA/CFA, or experience that demonstrates sound understanding of finance/accounting
  • 5+ years in Finance or relevant consulting experience demonstrating similar skills
  • Must have experience working with ERP systems (preferably Yardi) or complex data models
  • Relevant experience that demonstrates ability to work with detailed financial models inclusive of DCF models
  • Experience with presentations to communicate and convey insights to a diverse group of company stakeholders, e.g. building info graphics, PowerPoint decks and other related business presentation formats/files/documents
  • Soft skills
  • Ability to interpret, develop and implement standardized, scalable policies / procedures
  • Passionate about improving financial results / KPIs
  • Strong analytical mindset and comfortable digging into detail / taking responsibility to ensuring deadlines are met.
  • Achieves results through teamwork – Is open to diverse ideas, works inclusively and collaboratively, holds self and others accountable, involves others to accomplish individual and team goals
  • Leads change and innovation - Challenges the status quo, embraces technology, puts forward creative ideas, champions and implements process improvements, gathers the ideas of others, demonstrates good judgment about which ideas will work

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