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.
