Manager of Financial Planning

3 months ago

Oakville, Canada Fengate Asset Management Full time

**Company Description**:
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. Fengate has a proven track record of successful projects and results-driven partnerships, establishing the firm as one of the most active real asset investors in North America. Through our experience, expertise and industry relationships, our clients gain access to high-barrier-to-entry investment solutions which deliver superior risk-adjusted returns.

Fengate’s Infrastructure Group manages a portfolio worth over $20B in project value and has a successful track record exceeding 10 years. We have worked hard to earn our reputation as a trusted and innovative developer and proven financial partner, and to establish strong market relationships with design-builders, operators and developers. Fengate’s diverse relationships and successful track record in infrastructure enable us to maintain a robust pipeline of opportunities. We are focused on public-private partnerships, energy transition and digital infrastructure.

Since 2007, Fengate has been recognized as one of “Canada’s Best Managed Companies”.

**Opportunity**:
Fengate is seeking a **Manager of Financial Planning & Analysis (FP&A)** to join the Infrastructure team. The role will report to the Senior Manager, FP&A and work closely with other members of the Infrastructure Business (Value Creation & Asset Management team, Investments team and senior leadership).

**Key Responsibilities Include**:

- Ownership of budgets, projections, and financial analysis across a variety of assets
- Lead the creation and development of robust financial models
- Prepare ad hoc financial analysis to support strategic, financing and operating decisions
- Accountable for quarterly and annual valuation processes including management of external valuators
- Liaise with Investor Relations team to prepare information packages for investors and answer questions as required
- Responsible for reporting of investment performance against budget and key performance indicators, including preparation of regular financial performance package
- Oversee cash flow planning and identify opportunities to maximize investor returns
- Continuous development and streamlining of processes and procedures
- Assist with due diligence and review of potential acquisitions as required

**Requirements**:
**Desired Skills and Experience**:
**Preferred Qualifications**:

- CPA, CFA, CBV, MBA or international equivalent preferred but not required
- Valuations and/or financial advisory services experience in a national accounting firm, bank or an investment firm with strong financial acumen
- Deep understanding of investment risk factors
- Advanced Excel modelling skills
- Ability to construct professional PowerPoint presentations and present to internal and external senior stakeholders
- Strong written and verbal communication skills with the ability to articulate complex financial concepts in a simple and concise manner for presentation and discussions with senior management and other non-financial business leaders
- Experience with real assets is beneficial but not required

Various profiles can succeed in this role, and we welcome applicants who have experience in the following areas:

- Corporate development
- Valuations
- Financial advisory
- Management consulting
- Investment banking
- Private equity
- Financial planning & analysis

**Location & Travel**:
The position will be based out of the Oakville office. Fengate offers a Work-Flex policy where employees are allowed to work remotely up to 3 days per week.

**Core Fengate Competencies**:

- **Business Focus and Strategic Thinking**:You display an understanding of Fengate’s as well as the investment project’s business and strategy. You recognize and reinforce how Fengate differentiates itself in the marketplace.
- **Teamwork and Collaboration**: You are approachable and supportive of team members and go above and beyond normal duties to make the team and Fengate successful. You actively participate in team activities and projects.
- **Driving for Results**:You take initiative to manage your work and performance and do not require close supervision. You consistently produce high quality output.
- **Problem Solving and Decision Making**: You recognize challenges and opportunities and determine whether action is needed and prioritize situation in terms of impact.
- **Communication**: Clear, concise and directly communicate ideas, information and directions both verbally and in writing.

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

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