Job Title: Manager, Financial Planning and Analysis (FP&A)

Reports to: Controller

Company: Taggart Realty Management

Location: 225 Metcalfe Street

Taggart Realty Management

Part of the Taggart Group of Companies, Taggart Realty Management focuses on acquiring, developing and managing residential, office and commercial property. Taggart Realty Management has a consistently large number of new projects being developed at one time, each at varying stages of the construction process. The projects are focused in the Ottawa and Kingston marketplaces.

Work Description

Part of the Taggart Group of Companies, Taggart Realty Management focuses on acquiring, developing, leasing and managing retail, residential, office and commercial property owned by the Taggart Group or owned in partnership with third party investors. Taggart Realty Management has a significant number of projects under its management and is growing the portfolio of income producing properties through development and acquisition. As we continue to grow our real estate portfolio, we are currently looking for candidates in the role of Manager, Financial Planning and Analysis (FP&A) to support the Controller directly in leading the financial processes of the properties under management.

Work DescriptionReporting to the Controller, this person will be responsible for leading budgeting, CAM/tenant reporting, and related process improvement, while maintaining relationships with internal stakeholders and supporting the Controller in maintaining relationships with other teams. The performance of duties requires an ability to manage priorities, handle multiple tasks simultaneously and meet reporting deadlines.

Major Responsibilities:
Manager, FP&A

Lead the annual budgeting process across the residential, retail and office portfolio
Review the financial inputs prepared by stakeholders across the organization to ensure accuracy for the annual budgets
Analyze and identify variances and trends within the properties for improved performance
Ensure the cash flow projections are properly reflected in the annual budgets
Review the proper classification of revenues and expenses prepared by the Property Accountants
Prepare and calculate the annual Common Area Maintenance (CAM) recoveries for the budget and the year-end statements
Review leases agreements to ensure year-end CAM charges are properly reflected in the year-end recoveries
Track and review accounting entries to ensure accuracy and completeness of capital repairs, amortization, interest charges and classification of expenses
Review and approve the CAM charges inputted in the accounting system for the following year, including setting up recurring accounting adjustments to reflect absorbed costs and vacancies
Review and approve finalized CAM recovery packages to provide to tenants
Act as the main contact for tenant inquiries relating to both budgeted and actual CAM charges
Support the finance team to ensure timely collections of CAM charges throughout the year
Improve the quality and efficiency of financial reports and seek opportunities to streamline analysis and processes
Maintain strong working relationships with internal customers and work collaboratively to identify opportunities and mitigate risks
Support the Controller in maintaining strong relationships with the Leasing, Operations and Asset Management teams, to help ensure business activities and plans are properly reflected in the financial records, budgets, and forecasts
Participate in and support the continuous improvement of systems and processes, focused on the quality and transparency of financial results and forecasts, and to facilitate reporting throughout the organization
All other duties as required

Statement of Qualifications:
Knowledge, Skills and Abilities

A minimum of 5 years’ relevant work experience is required, with 3 years of management experience is an asset
CPA designation is considered is desired
Proficient in MS Office (Excel and Word), and in various financial software
Prior experience in the property management sector and experience with the Yardi software package would be considered an asset
Prior experience in Public Accounting would be considered an asset
Strong attention to detail and organizational skills
Strong ability to prioritize and handle multiple tasks simultaneously
Strong ability to analyze and problem solve
Ability to adapt to a changing work environment and to challenge and improve current practices
Ability to communicate clearly and effectively
Experience in a multi-company environment would be considered an asset
Ability to maintain confidentiality and approach situations in a diplomatic and professional manner

Physical/Sensory Effort
Work Environment:

Sitting or standing for long periods of time at workstation
Manual dexterity required to use desktop computer and peripherals

Application

All candidates are asked to apply via the following link: taggartgroup.bamboohr.com/jobs. Any questions regarding the position can be directed to

careers@taggart.ca

We thank all candidates for their interest, however only applicants selected for an interview will be contacted.

Accommodation

The Taggart Group of Companies is an equal opportunity employer. All qualified applicants are considered without regard to race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, gender, sexual orientation, age, marital status, physical or mental handicap, or financial ability.

In accordance with the Accessibility for Ontarians with a Disabilities Act, we’re committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email to

hr@taggart.ca?subject=Accommodation

with your request. Your information will be treated as confidential.
About the Company:

The Taggart Group of Companies

The Taggart Group of Companies

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Manager, Financial Planning and Analysis (FP&A)