Financial Analyst, Financial Planning

2 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.

  • Senior Financial Analyst

    4 weeks ago

    Oakville, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystOur client is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial planning and analysis team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support...

  • Senior Financial Analyst

    4 weeks ago

    Oakville, Ontario, Canada financial-advisor Full time

    Senior Financial AnalystOur client is seeking a highly skilled Senior Financial Analyst to join their team. As a key member of the financial planning and analysis team, you will be responsible for providing financial insights and analysis to support business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to support...

  • Senior Financial Accounting Analyst

    2 months ago

    Oakville, Canada financial-advisor.de Full time

    Our client is a publicly traded real estate company. They are looking for a Senior Financial Analyst to join their growing team.

  • Senior Financial Accounting Specialist

    4 weeks ago

    Oakville, Ontario, Canada financial-advisor Full time

    Senior Financial Accounting AnalystWe are seeking a highly skilled Senior Financial Accounting Analyst to join our team at a publicly traded real estate company. As a key member of our financial team, you will be responsible for providing financial analysis and reporting to support business decisions.About the RoleThis is a challenging and rewarding role...

  • Senior Financial Accounting Specialist

    4 weeks ago

    Oakville, Ontario, Canada financial-advisor Full time

    Senior Financial Accounting AnalystWe are seeking a highly skilled Senior Financial Accounting Analyst to join our team at a publicly traded real estate company. As a key member of our financial team, you will be responsible for providing financial analysis and reporting to support business decisions.About the RoleThis is a challenging and rewarding role...

  • Senior Financial Planning Analyst

    2 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Lead Analyst, Financial PlanningAt Liberty Utilities, we're seeking a highly skilled Lead Analyst to join our Financial Planning team. As a key member of our team, you'll play a critical role in supporting business unit leaders and Senior Management in strategic and tactical decision-making.Key Responsibilities:Manage a team of analysts and support business...

  • Senior Financial Planning Analyst

    2 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Lead Analyst, Financial PlanningAt Liberty Utilities, we're seeking a highly skilled Lead Analyst to join our Financial Planning team. As a key member of our team, you'll play a critical role in supporting business unit leaders and Senior Management in strategic and tactical decision-making.Key Responsibilities:Manage a team of analysts and support business...

  • Senior Financial Planning Analyst

    2 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Lead Analyst, Financial PlanningAt Liberty Utilities, we're seeking a highly skilled Lead Analyst to join our Financial Planning team. As a key member of our team, you'll play a critical role in supporting business unit leaders and Senior Management in strategic and tactical decision-making.Key Responsibilities:Manage a team of analysts and support business...

  • Senior Financial Planning Analyst

    2 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Lead Analyst, Financial PlanningAt Liberty Utilities, we're seeking a highly skilled Lead Analyst to join our Financial Planning team. As a key member of our team, you'll play a critical role in supporting business unit leaders and Senior Management in strategic and tactical decision-making.Key Responsibilities:Manage a team of analysts and support business...

  • Financial Planning Analyst

    2 weeks ago

    Oakville, Ontario, Canada CT Bank Full time

    Our Commitment to StudentsAt CT Bank, we are dedicated to providing students with a supportive and collaborative environment that fosters knowledge sharing and offers key experiences to help them develop their capabilities through projects and objectives.What You'll DoAs a Financial Planning Analyst on the Planning team, you will participate in all planning...

  • Lead Analyst, Financial Planning

    4 weeks ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Job SummaryLiberty Utilities is seeking a highly skilled and experienced Lead Analyst, Financial Planning to join our team. As a key member of our corporate finance team, you will be responsible for managing a team of analysts, supporting business unit leaders and senior management in strategic and tactical decision-making, and driving financial planning and...

  • Lead Analyst, Financial Planning

    4 weeks ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Job SummaryLiberty Utilities is seeking a highly skilled and experienced Lead Analyst, Financial Planning to join our team. As a key member of our corporate finance team, you will be responsible for managing a team of analysts, supporting business unit leaders and senior management in strategic and tactical decision-making, and driving financial planning and...

  • Senior Financial Planning Analyst

    3 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    About Liberty Utilities:At Liberty Utilities, we are committed to fostering a culture of integrity and excellence. We value individuals who are dedicated to making a positive impact on our customers and communities.Position Overview:The Senior Financial Planning Analyst will lead a small team of analysts, providing critical support to business unit leaders...

  • Senior Financial Planning Analyst

    1 month ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    About Liberty Utilities:At Liberty Utilities, we are committed to fostering a culture of integrity and excellence. We value individuals who are dedicated to making a positive impact on our customers and communities.Position Overview:The Senior Financial Planning Analyst will lead a small team of analysts, providing critical support to business unit leaders...

  • Financial Planning Lead

    2 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Lead Analyst, Financial PlanningAt Liberty Utilities, we're seeking a highly skilled Lead Analyst to join our team. As a key member of our financial planning department, you'll play a critical role in supporting business unit leaders and senior management in strategic and tactical decision-making.Key Responsibilities:Manage a team of analysts and support...

  • Financial Planning Lead

    2 months ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Lead Analyst, Financial PlanningAt Liberty Utilities, we're seeking a highly skilled Lead Analyst to join our team. As a key member of our financial planning department, you'll play a critical role in supporting business unit leaders and senior management in strategic and tactical decision-making.Key Responsibilities:Manage a team of analysts and support...

  • Lead Analyst, Financial Planning

    1 month ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Job SummaryWe are seeking a highly skilled Lead Analyst, Financial Planning to join our team at Liberty Utilities. As a key member of our corporate finance team, you will be responsible for managing a team of analysts and supporting business unit leaders and senior management in strategic and tactical decision-making.Key ResponsibilitiesManage the annual...

  • Lead Analyst, Financial Planning

    4 weeks ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Job SummaryThe Lead Analyst, Financial Planning will play a key role in supporting business unit leaders and Senior Management in strategic and tactical decision-making. This high-impact, visible role offers an exciting opportunity to engage in enterprise-wide information flow and participate in strategic corporate finance decisions.Key...

  • Lead Analyst, Financial Planning

    1 month ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Job SummaryWe are seeking a highly skilled Lead Analyst, Financial Planning to join our team at Liberty Utilities. As a key member of our corporate finance team, you will be responsible for managing a team of analysts and supporting business unit leaders and senior management in strategic and tactical decision-making.Key ResponsibilitiesManage the annual...

  • Lead Analyst, Financial Planning

    4 weeks ago

    Oakville, Ontario, Canada Liberty Utilities Full time

    Job SummaryThe Lead Analyst, Financial Planning will play a key role in supporting business unit leaders and Senior Management in strategic and tactical decision-making. This high-impact, visible role offers an exciting opportunity to engage in enterprise-wide information flow and participate in strategic corporate finance decisions.Key...