Accounting & Finance

SUN LIFE FINANCIAL ADVISOR - Ontario

sun life

Richmond Hill · York Region · Canada

Our client is a real estate investment company. They are looking for a Finance Manager, Yardi and Financial Systems to join their team!

Why Work Here

  • Strong Work-Life Balance
  • Annual Bonus: 10%
  • CPA Dues Reimbursement

About the Opportunity

  • System Administration & Configuration
    • Administer and maintain Yardi Voyager and related modules
    • Configure system settings, workflows, security roles, permissions, and user access
    • Support testing, upgrades, and deployment activities
    • Troubleshoot functional and application-related issues
    • Coordinate with IT on infrastructure and technical concerns
    • Implement approved enhancements through formal change-management processes
    • Maintain configuration, controls, and support documentation
    • Manage:
      • Workflows
      • Approval rules
      • Account trees
      • Charge codes
      • Reporting structures
      • Property and entity setup
  • User Support & Training
    • Resolve user issues related to:
      • Workflows
      • Reporting
      • Security access
      • Data quality
      • System configuration
    • Develop user guides and training materials
    • Deliver user training sessions
    • Support change-management initiatives
    • Assist finance teams during month-end and critical reporting cycles
    • Coordinate support requests with vendors, consultants, and internal teams
  • Data Management & Integrity
    • Ensure data accuracy, integrity, and completeness within Yardi
    • Support:
      • Data imports
      • Data exports
      • Conversions
      • Migrations
    • Develop validation and audit procedures
    • Support acquisitions, dispositions, and portfolio transitions
    • Maintain:
      • Chart of Accounts
      • Intercompany structures
      • Books and entities
      • Reporting hierarchies
    • Improve data governance and consistency
  • Support financial and operational reporting requirements
  • Investigate and resolve reporting issues
  • Validate data where Yardi serves as the source system
  • Collaborate with stakeholders on reporting enhancements
  • Coordinate with IT on report development projects
  • Support reconciliations and audit requests
  • Troubleshoot reporting logic issues involving:
    • Accounts
    • Properties
    • Entities
    • Leases
    • Intercompany transactions
  • Integrations & Process Improvement
    • Support integrations between Yardi and other enterprise systems
    • Coordinate testing and troubleshooting activities
    • Liaise with software vendors and internal stakeholders
    • Identify automation opportunities and process improvements
    • Participate in future Yardi implementation projects
    • Help strengthen governance, controls, and operational efficiency
  • Security & Compliance
    • Maintain user security and access controls
    • Support segregation-of-duties compliance
    • Assist with internal and external audits
    • Participate in access reviews and security assessments
    • Ensure changes are:
      • Authorized
      • Tested
      • Documented
      • Approved
      • Auditable

About You

  • Bachelor's degree in:
    • Accounting
    • Business Administration
    • Information Technology
    • Computer Science
    • Related field
  • 3–5+ years administering Yardi Voyager or similar property management systems
  • Experience supporting:
    • Accounting
    • Property Management
    • Leasing
    • Real Estate Operations
  • Experience with:
    • System implementations
    • Upgrades
    • Integrations
    • Change management
  • Knowledge of:
    • Security roles
    • User groups
    • Menus and permissions
    • Account trees
    • Intercompany structures
    • Workflows and approvals
  • Advanced Microsoft Excel skills
  • Understanding of:
    • Internal controls
    • Audit requirements
    • Segregation of duties
    • Documentation standards
  • Ability to distinguish application issues from infrastructure or integration issues

Salary Range

$115,000 - $125,000 / year

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Reference: WJ-3875_13858548

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