Financial Analyst – Real Estate Analytics & Anaplan

Financial Analyst

Real Estate Analytics & Anaplan

Join the insurance sector for our client and contribute to a global real estate platform supporting teams across Canada, the United States, and Asia Pacific. This opportunity combines data science capabilities with practical business insight, including automated reporting, advanced analytics, data quality, and portfolio insights, within a collaborative and growing global team.

What is in it for you

• Salaried: $49-59 per hour.
• Incorporated Business Rate: $58-68 per hour.
• 12-month contract.
• Full-time position: 37.50 hours per week.
• Hybrid work, with 3 days per week in the office.
• Opportunity to learn and grow your career.
• Flexible environment focused on well-being and inclusion.
• Opportunity to contribute as part of a global team.

Responsibilities

• Support Anaplan reporting and data quality, including the migration of existing reports and control documents.
• Assist with user testing, validation, parallel runs, user guides, training materials, and enablement documentation.
• Collaborate with the Anaplan Centre of Excellence team to test, maintain, and enhance the Anaplan environment.
• Assist in developing automated data pipelines between Anaplan and enterprise systems, including the enterprise data lake, Yardi, VTS, and Power BI.
• Implement automated data validation checks to improve data quality and reduce manual intervention.
• Coordinate and deliver monthly and quarterly management reporting and fund-level portfolio analytics for the global real estate leadership team.
• Maintain reporting delivery checklists and deadlines, track dependencies, and flag risks.
• Produce key metrics reporting, including leasing, occupancy, and weighted average lease term reporting.
• Develop dashboards and automated reporting solutions.
• Work cross-functionally with multiple global real estate teams.
• Support responses to investor RFPs and questionnaires.
• Assist with projects, analyses, and new initiatives.
• Maintain data models and metadata standards for global real estate datasets, including the Global Asset Inventory and Global Transaction Tracker.
• Assist in analyzing and enhancing technology applications such as VTS.
• Review data flow infrastructure and conduct ongoing data quality control.
• Validate property and portfolio reporting data accuracy by establishing automated data validation rules, reconciliation logic, and exception reporting.
• Assist with data governance standard alignment.
• Assist with maintaining the business unit contract inventory.
• Support compliance and contract-related reporting activities, including dashboards and ad hoc analysis.

What you will need to succeed:

Required qualifications

• Undergraduate degree.
• 4+ years of experience in analytics, data science, quantitative research, or financial modelling.
• Exposure to real estate.
• Advanced proficiency in Anaplan.
• Advanced proficiency with Microsoft Excel and the Office suite, including PowerPoint, Word, Copilot, and CoWork.
• Quantitative modelling and statistical analysis capabilities.
• Experience applying machine learning.
• Experience integrating data across multiple systems.
• Strong financial modelling experience.
• Ability to work with non-standardized commercial real estate datasets.
• Strong knowledge of data modelling and reporting automation.
• Ability to translate complex models and analyses into clear, actionable insights.
• Strong organization, prioritization, and project management skills.
• Ability to work independently in a fast-paced environment.
• Ability to manage competing priorities and work under pressure to meet demanding response times while maintaining strict attention to detail.

Preferred qualifications

• MBA.
• Anaplan Model Builder designation.
• Financial modelling experience in real estate or investment management.
• Proficiency in data modelling using DAX and Power Query/M.
• Experience building dashboards in Anaplan and Power BI.
• Familiarity with real estate systems, including Yardi and VTS.

Soft skills

• Strong communication skills.
• Curiosity to redesign processes rather than only analyze existing ones.
• Ability to balance statistical purity with business practicality.
• Self-starter with the ability to build frameworks from scratch.
• Comfort interacting with senior executives.
• Strong stakeholder management and cross-functional collaboration.
• Highly capable and accountable.
• Motivated to strive for success.
• Ability to work collaboratively as part of a highly engaged team.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.