Financial Analyst, Financial Planning

4 months ago

Oakville, Canada Fengate Asset Management Full time

The Financial Analyst will report into the Manager, Financial Planning & Analysis (“FP&A”) and work within a dynamic ~9-person infrastructure FP&A team. The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, variance analyses, investor return analysis, quarterly valuations, and internal monthly reporting dashboards. This role will have the opportunity to interact closely with the Asset Management and Reporting teams.

**KEY RESPONSIBILITIES**
- Ownership of the projects’ financial and compliance requirements, and acting as the finance first point of contact for the Value Creation & Asset Management, Fund Reporting and Financial Reporting teams.
- Working with the Value Creation & Asset Management team to manage the operational financial models for the projects and related analysis, including managing valuations.
- Maintenance of monthly performance reporting including analysis and commentary on KPI’s to provide insight into budget variances and market trends.
- Continuous automation and process improvement to enable more efficient and accurate workflows, and to reduce risk of error.
- Understand and model the impacts of revenue and cost assumption changes to forecasts and budgets.
- Maintain and enhance financial models to project key performance metrics such as cash flow, margin returns, operating returns, IRR, ROIC, MOIC, NPV, etc.
- Assist with ad-hoc investor requests, project analysis, and portfolio-level analysis as required.

**Requirements**:
**KEY QUALIFICATIONS**
- Undergraduate degree completed in business, accounting or finance is required.
- Further education and/or working towards finance/accounting designations (i.e., enrollment in CPA, CFA, or CBV program with proven progression through the program).
- Self-study in modelling or excel courses and/or certifications considered an asset.
- Strong Excel modelling and analytical skills.
- 1+ years with FP&A experience is an asset, but not required.
- Demonstrated ability to manage multiple projects with strict deadlines as a part of a team.
- Driven individual with strong communication skills and eagerness to develop in their career.
- Ability to form collaborative working relationships and foster a great culture.

**CORE COMPETENCIES**
- **Being Authentic **-Inspiring trust and being courageous.
- **Focusing on Performance** -Being accountable and driving results.
- **Understanding Stakeholders** - Knowing the needs of those who rely on you.
- **Building Effective Relationships **- Collaboration and communication.

Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in.

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

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