Job Description
Why FirstOntario?
- Competitive compensation packages
- Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Up to $1000 per year towards professional development
- Pension Plan
- Flex-work environment
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
Job Overview
Primary Duties and Responsibilities
The Senior Business Analyst is accountable for the financial analysis for new and existing business investment opportunities in areas such as real estate, private equity, infrastructure, debt, and any other forms of investment. They will be a key business partner in ensuring the delivery of key metrics to support the strategic plan.
- Skillfully use fundamental analysis principles, technical chart analysis and financial modeling to support the business.
- Methodically develop, implement, and monitor financial modeling procedures and practices that support FirstOntario's investments.
- Systematically monitor monthly/quarterly compliance requirements.
- Diligently monitor and report the integrity of all investments within the department.
- Take the lead on auditor partnerships and request.
- Continually identify and assess risks associated with equity placements and lending.
- Accurately develop and maintain historical profitability reporting relating to investment initiatives.
- Ensure strong organizational process for reporting and record keeping.
- Perform and execute on cash flow management and capital calls and distributions.
- Assist in the development of business cases for new initiatives by providing solid research, analysis, valuation support and other required documentation.
Job Specifications and Technical Requirements
- Have a post- secondary diploma or degree in accounting, finance, or business.
- Obtained or working towards a CPA, CFA, or CAIA designation.
- Be well-versed in financial accounting and financial modeling principals.
- Well versed with data query/analysis tools.
- Be extremely comfortable using a computer particularly MS Excel, including pivot tables and complex formulas.
Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.