All jobs within 50 km around East Gwillimbury

The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).  At this level, the incumbent typically supports multiple portfolios or business units.

KEY DUTIES & RESPONSIBILITIES

• Provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support for small scope contract(s) or business unit(s).
• Completes and resolves assigned account reconciliations.
• Prepares, gathers, consolidates and reports routine data.
• Prepares routine monthly reports.
• Prepares monthly client invoices.
• Prepares and reconciles basic audit working papers.  Maintains accurate and complete records for audits.  Gathers audit support data upon request.  Documentation is reviewed prior to submission.
• Reviews results to determine accrual entries in coordination with internal managers.
• Reconciles month end results for simple contract(s) or business unit(s) for sub ledger reconciliations.
• Prepares bank reconciliations.
• Prepares month end journal entries.
• Reviews and enters time cards.
• Codes and validates expense reports, vendor invoices and procurement cards.
• Enters data to sub ledger systems and direct to G/L.
• Identifies complex and resolves basic transactional accounting discrepancies.  May require management involvement.
• Identifies and recommends process improvement opportunities at an account level following GAAP procedures.
• Prepares memos and provides variance explanations.  Summarizes findings and recommendations.  Provides input to process documentations.

KNOWLEDGE & SKILLS REQUIRED

• Job-Related Experience: 3-5 years or more
• College Diploma or equivalent training (e.g. RPA, CET)
• Ability to identify complex and resolve basic transactional accounting discrepancies
• Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.
• Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal customers.
• Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.
• Intermediate level knowledge of current accounting systems and MS Office suite of software

Licenses and/or Professional Accreditation

• Partially completed an Accounting designation program (CGA, CMA)

The Lease Administrator is responsible for abstracting key information from lease agreements, entering and maintaining the integrity of lease data within the lease management database as well as collecting and paying monthly rental payments on behalf of landlords and tenants.

KEY DUTIES & RESPONSIBILITIES

Lease Abstraction

• Reviews lease agreements and abstracts key information including but not limited to lease provisions, clauses, options and critical dates, property information (i.e. square footage), business, legal and financial agreements and obligations, terms and conditions.
• Enters and maintains lease agreement information within lease management database.  Responsible for data integrity of lease information. 

Rent Payment Processing

• Reviews and validates landlord invoices to ensure compliance with the lease.
• Processes monthly rent payments to the landlord and ad hoc payments on behalf of the client. 
• Prepares monthly rent roll/rent change report, makes adjustments to rent information and issue retroactive payments to reflect changes in rent including but not limited to operating costs, base rent, realty taxes etc.
• Prepares and provides reports to managers and/or clients.

Additional Rent Review

• Conducts review of landlord annual escalations (operating costs budget increases (i.e. grounds maintenance cost, realty taxes ie “additional rent”) proposed by the landlord.  Ensure the charges are in accordance with the lease agreement. Compares forecast against historical information to review reasonableness of budget increase. Verifies reasons for proposed budget increases and requests for supporting documentations from the landlord where required.
• Conducts review of landlord year end statements for t actual operating costs and realty taxes (perform desk top audit). Requests supporting documentation from the landlord on variances and charges not in compliance with the lease.
• Provides complete package for manager’s review.

Lease Management

• Provides non-legal lease interpretation on lease clauses to client, FM & Project Team, Internal and External Transaction Team.
• Reviews and recommends estoppels certificates for approval.
• Tracks and reviews tenant insurance certificates.
• Interacts with FM & Project Team on operational matters.
• Landlord/Tenant relationship management.
• Critical Date management (ensure all tenant critical dates are tracked and managed).
• Generates reports as required such as KP1, Critical dates, options to terminate. 
• Provides due diligence on landlord/tenant change of ownership.
• Percentage rent and CPI management.
• Prepares lease budgets and forecasts on a monthly/yearly basis.
• Reconciles tenant/landlord accounts to ensure accurate billings/payments per the lease agreement.

Additional Lease Management 

• Provides support to multiple client lease management portfolios.
• Works with Lease Administration Director to improve and enhances existing processes and reporting.
• Works with internal Transactions Management, Facilities Management and finance groups to provide all necessary lease information as required.
   

KNOWLEDGE & SKILLS

• Community college diploma preferably in accounting, business administration or law clerk studies
• 3 to 5 years of commercial lease abstraction or property administration work experience.
• Knowledge and experience with commercial real estate lease agreements.
• Prior experience with lease management systems.
• Ability to interpret and abstract lease information.
• Ability to process volumes of data requiring strong attention to detail and accuracy.
• Proficient with MS Excel (PIVOT tables, vlookups, shortcuts etc.) and ability to learn new management information systems quickly.

Licenses and/or Professional Accreditation

• Real Property Administrator Designation, an asset.
• Facility Management Administrator Designation, an asset.
• Bilingual is an asset.

The Lease Analyst, in conjunction with our RealLease technology platform, supports our clients nationwide in effectively and efficiently managing their leased portfolios. From abstracting critical lease terms, to accurate payment of rents, to critical reconciliation of landlord billings, to regular review and reporting to providing critical analysis of lease profiles, our services provide tenants maximum leverage and flexibility in leased relationships. 

KEY DUTIES & RESPONSIBILITIES

Subject Matter Expert

• Ensures the integrity of the lease administration database (RealLease) through ensuring all property and Landlord information is up to date and accurate
• Supports the Property Manager in operational issues
• Advises the Technical Authority (TA) on payments due
• Monitors and investigates annual budget increases from landlords then requesting the appropriate backup to substantiate the increase
• Ensures that realty tax payments are fair & equitable
• Reviews landlord records
• Performs Certification and Compliance monitoring as per the Lease Agreement
• Recommends rents to Government
• Generates recommendations on expenditure concerns as well as on procedures and systems related to BGIS
• Liaises with the Property Manager on a regular basis

Reporting and Analytics

• Reports on Monthly Accounts Payable (AP) deliverables
• Prepares year-end reconciliations, year-end CPI adjustments, ensure recoveries are accurate and complete
• Creates reports and performs analysis to make recommendations to stakeholders at all different levels

Administration, Coordination and Validation

• Performs overall coordination & support in the areas of lease administration process improvement
• Administers expenses associated with leased space
• Identifies & validates rental payments
• Coordinates monthly rent roll adjustments with the TA
• Coordinates & monitors Lease Administration Key Performance Indicators (KPIs) (DIAI, CFAI)
• Other duties as required

Knowledge & Skills 

• University degree or professional certification
• 3 to 5 years of job-related experience
• Good financial understanding and proficiency with MS Excel, Word and Outlook.
• Strong interpersonal, communication and presentation skills.
• Ability to work independently as well as on a team.
• Strong analytical and problem solving skills.
• Attention to detail
• Demonstrated ability to work under pressure.
• Strong customer focus
• Ability to read and understand commercial real estate lease agreements
• Ability to process volumes of data requiring strong attention to detail and accuracy
• French/English Bilingualism is an asset

Licenses and/or Professional Accreditation

• Real Property Administrator designation would be considered an asset

As a Contract Administration Specialist, you'll play a vital role in supporting both our business development and existing client contract teams. Reporting to the Director of Operations, you'll be responsible for advocating our risk management processes and financial objectives while ensuring compliance and fostering strong internal relationships.

KEY DUTIES & RESPONSIBILITIES

Contract & Proposal Management:

• Enforce policies and procedures related to contract execution and proposals.
• Maintain and manage the contracts & proposals database, ensuring accurate and timely documentation.
• Prepare internal and external reports on contracts and proposals progress.
• Ensure timely renewal and pricing adjustments as per management policies.

Administrative Support:

• Coordinate with cross-functional teams for effective data compilation.
• Handle filing, distribution, and organization of executed contracts.
• Address and resolve administration issues related to contracts and proposals.

Compliance & Reporting:

• Stay updated on legal requirements and contract terms to ensure compliance and maximize business advantages.
• Maintain awareness of reporting requirements to support the business’s goals.

Other duties as assigned.

KNOWLEDGE & SKILLS

• Communication: Excellent written and verbal English skills are essential.
• Attention to Detail: Precision and thoroughness in managing contract details.
• Technical Proficiency: Advanced skills in MS Office Suite (Teams, Word, PowerPoint, Outlook, Excel). 
• Time Management: Ability to handle multiple assignments and meet deadlines with professionalism.
• Confidentiality: Experience managing confidential information discreetly.
• College Diploma, Bachelor’s Degree in Business Administration, or Equivalent Experience. 
• Ideally 1-3 years of experience in high-volume contract and proposal administration, preferably in a fast-paced environment. Familiarity with the HVAC industry is beneficial. 
• High attention to detail – proof reading, spelling, grammar, comfortable with editing documents and multiple revisions.
• Ability to follow processes/database management entry and oversight.

Licenses and/or Professional Accreditation

• None required. 

11/15/2024

Address:

710 Markland Street

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$33,850.00 - $44,000.00

The IT Project Coordinator collaborates with Solutions Consultants, Project & IT Managers, business leads, external clients and subject matter experts to drive the coordination of project activities across multiple programs. The IT Project Coordinator will be responsible for assisting the project team to develop and execute project plans for IT systems and services and to ensure that they are deployed into production environments in an efficient and effective manner. They will need to be well-organized and be able to work in collaboration with other IT teams in supporting managed services and larger projects.

KEY DUTIES & RESPONSIBILITIES

• Supports project leaders (Manager, Technical Product Management, Solutions Consultants, business leads with monitoring and coordination of scope, schedule, and overall project initiatives.
• Assists in developing project artifacts including the project charter, requirements, work breakdown structure, budgets, resource allocation, sprint logs, user stories, schedule, risk logs, action items, lessons learned, etc.
• Assists project teams with planning, coordination, and reporting.
• Assists with visualization and documentation of project scope and deliverables.
• Supports and facilitates project meetings, preparing agendas, presentations, and meeting minutes.
• Maintains communications with all team members.
• Coordinates projects in both agile and waterfall methodology.
• Assists in validating budget forecasts and provides on-going reconciliation of resources and other related project expenditures against set budgets.
• Effectively escalates early warning signs and deviations from the plan.
• Maintains project documentation repositories.
• Documents control; ensures projects adhere to frameworks and all documentation is maintained appropriately for each project.
• Tracking status of deliverables to ensure project deadlines are met.
• Attends and participates in stakeholder meetings.
• Develops project strategies to ensure alignment of team members, priorities based on vision to execute on time, within scope and on budget.
• Scheduling, organizing meetings and team member activities to contribute to project success.
• Provides regular status updates to team members and project leaders.
• Other duties as assigned

KNOWLEDGE & SKILLS REQUIRED

• A university degree/college diploma in project management, management information systems (MIS), or relevant work experience
• Minimum 2 to 3 years project management experience in I.T.
• Demonstrated knowledge and familiarity with project management frameworks, including cost, schedule, risk, issue and status tracking and monitoring
• Demonstrated ability to learn and work with new technologies and applications
• Experience supporting and coordinating a variety of small and large projects
• Experience with business process documentation techniques and tools
• Experience supporting and facilitating a variety of engagement sessions and meetings with technical and professional staff, vendors, and senior stakeholders
• Experience with Microsoft Office and MS Project
• Good written and verbal communication skills
• Good problem-solving and critical-thinking skills
• An ability to interpret flowcharts, schedules and step-by-step action plans
• Solid organizational skills, including multitasking and time-management
• Strong client-facing and teamwork skills
• Familiarity with quality assurance and quality control

Licenses and/or Professional Accreditation

• PMP certification is considered an asset

The Lease Analyst, in conjunction with our RealLease technology platform, supports our clients nationwide in effectively and efficiently managing their leased portfolios. From abstracting critical lease terms, to accurate payment of rents, to critical reconciliation of landlord billings, to regular review and reporting to providing critical analysis of lease profiles, our services provide tenants maximum leverage and flexibility in leased relationships.

This role will work in collaboration with all key BGIS departments to ensure full support of all activities and play a key role in our INTEGRATED approach to operating buildings.   

Opportunities for Development:   

At BGIS we are committed to the development of our people – offering them opportunities to learn and grow into various roles.  Success in the role offers Team Members the opportunity to explore various roles – some include:  

• Roles within the leasing team,
• On account operational leadership roles in Facility Management Office and Project Management

KEY DUTIES & RESPONSIBILITIES 

Safety Ownership and Regulatory Compliance: 

• Comply with all internal and external requirements including but not limited to environmental, health and safety, fire protection and mandated by BGIS Health Safety and Environment Teams and enforced by law. 

Subject Matter Expert 

• Ensures the integrity of the lease administration database (RealLease) through ensuring all property and Landlord information is up to date and accurate 
• Supports the Property Manager in operational issues 
• Advises the Technical Authority (TA) on payments due 
• Monitors and investigates annual budget increases from landlords then requesting the appropriate backup to substantiate the increase 
• Ensures that realty tax payments are fair & equitable 
• Reviews landlord records 
• Performs Certification and Compliance monitoring as per the Lease Agreement 
• Recommends rents to Government 
• Generates recommendations on expenditure concerns as well as on procedures and systems related to BGIS 
• Liaises with the Property Manager on a regular basis 

Reporting and Analytics 

• Reports on Monthly Accounts Payable (AP) deliverables 
• Prepares year-end reconciliations, year-end CPI adjustments, ensure recoveries are accurate and complete 
• Creates reports and performs analysis to make recommendations to stakeholders at all different levels  

Administration, Coordination and Validation 

• Performs overall coordination & support in the areas of lease administration process improvement 
• Administers expenses associated with leased space 
• Identifies & validates rental payments 
• Coordinates monthly rent roll adjustments with the TA 
• Coordinates & monitors Lease Administration Key Performance Indicators (KPIs) (DIAI, CFAI) 
• Other duties as required 

KNOWLEDGE & SKILLS

• University degree or professional certification 
• 3 to 5 years of job-related experience
• Solid understanding of computerized accounting systems, particularly Oracle Financials and proficiency with MS Excel, Word and Outlook.
• Strong interpersonal, communication and presentation skills.
• Ability to work independently as well as on a team.
• Strong analytical and problem solving skills.
• Attention to detail
• Demonstrated ability to work under pressure.
• Strong customer focus
• Ability to read and understand commercial real estate lease agreements
• Ability to process volumes of data requiring strong attention to detail and accuracy
• French/English Bilingualism would be considered an asset

Licenses and/or Professional Accreditation

• Real Property Administrator designation would be considered an asset