Financial Analyst or Senior Financial Analyst

Job summary

Assess prospective real estate acquisitions and development projects by building financial models, analyzing investment returns, and evaluating financing options and capital structures. Monitor project budgets, costs, cash flows, loan draws, and reporting, while supporting investor funding and day-to-day finance operations.

Job details

Company Description ROSEFELLOW. is a real estate company based in Montreal, QC that designs, builds, and manages buildings with a focus on energy efficiency and inclusivity. The company's co-founders, Mike and Sam, have over 25 years of experience in real estate development and are committed to establishing partnerships with investors to provide a simple, clear, and effortless property investment process. Role Description The position can range from Junior Analyst to Senior Analyst, depending on experience, and is an in-office role based in Saint-Laurent, Montréal. The role is structured to be equally weighted across three primary areas of responsibility. This role is intended for someone who wants hands-on exposure to the full lifecycle of the business and is eager to be involved in how projects are executed day to day, both financially and operationally, while working closely with a diverse, experienced team. The primary asset classes include complex, ground-up development projects focused on multi-residential and industrial properties. Reporting directly to the Director, Investments & Finance, the role offers broad exposure to the full lifecycle of real estate investment and development. Qualifications Bachelor or above in finance, accounting or related field is preferred Advanced in Excel modeling Fluent in both French and English (verbal and written) 1) Investment Finance Evaluate the financial viability of prospective land and development acquisitions Build, enhance, and maintain real estate pro formas and dynamic financial models (single & multi-phase) Model project-level cash flows and investment returns Analyze partnership structures and profit-sharing waterfalls Perform sensitivity analysis on key underwriting assumptions Provide ad hoc investment-related analysis as needed 2) Debt & Financing Evaluate and model various debt financing options and capital structures Assist in preparing financing packages Maintain internal financing trackers across all projects Assist with cash call projections for investor funding requirements 3) Finance Operations Monitor project costs, budgets, and cash flow. Oversee construction loan draws and funding requests. Assist with lender reporting and investor reporting requirements. Support day-to-day finance team and operational activities on an ad hoc basis.

What you’ll do

Assess prospective real estate acquisitions and development projects by building financial models, analyzing investment returns, and evaluating financing options and capital structures. Monitor project budgets, costs, cash flows, loan draws, and reporting, while supporting investor funding and day-to-day finance operations.

Requirements

A bachelor’s degree or higher in finance, accounting, or a related field is preferred, along with advanced Excel modeling skills. Candidates should be fluent in written and spoken French and English; the level may range from junior to senior depending on experience.

Listed skills

• French · Preferred
• English · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Modeling
• Advanced Excel
• Real Estate Pro Forma Modeling
• Cash Flow Modeling
• Investment Return Analysis
• Partnership Structures
• Profit-Sharing Waterfalls
• Sensitivity Analysis
• Debt Financing Analysis
• Capital Structure Analysis
• Budget Monitoring
• Construction Loan Draws
• Lender Reporting
• Investor Reporting
• French
• English

Job areas

• Finance & Accounting
• Sales
• Data & Analytics
• Construction