Jobs Companies Fengate Asset Management Manager, Financial Planning & Analysis

Sobre esta vaga de Manager, Financial Planning & Analysis na Fengate Asset Management

Fengate Asset Management · Presencial · Oakville, Ontario, Canada

This role will play a key part in strengthening Fengate’s planning, forecasting, and performance reporting capabilities across the business. The Manager, FP&A will partner closely with Business Unit Finance and business leaders to deliver actionable analysis, support strategic decision-making, and enhance the firm’s forecasting and reporting infrastructure.

 

As a key member of the Corporate Finance team, this role will help strengthen Fengate’s best-in-class forecasting, budgeting, analytics, and reporting capabilities. The successful candidate will support financial planning and analysis, cash flow forecasting, KPI reporting, and selected strategic finance initiatives to enable high-quality management reporting and decision support.

 

The successful candidate will bring financial and audit experience, ideally within asset management or a related investment environment. They will be a self-starter who thrives in a fast-paced setting, demonstrates strong ownership and accountability, is detail-oriented and process-oriented, and brings strong analytical, and problem-solving skills.

Requirements

  • Own the annual budget, quarterly forecasts, and consolidated financial analysis processes.
  • Develop, enhance, and lead budgeting and forecasting processes and models, with a continuous improvement mindset.
  • Build and maintain dynamic levered cash flow models using inputs from key business partners.
  • Analyze current and historical KPI trends across revenue, expenses, and capital expenditures to support strategic and operating decision-making.
  • Leverage internal and external resources, including business partners and ERP data, to enhance and standardize financial models and assess key drivers of budget-to-actual variances.
  • Identify opportunities to improve efficiency through process enhancement, automation, and the effective use of AI-enabled tools.
  • Lead ad hoc financial analysis to support strategic and operational decision-making.
  • Partner with the Financial Reporting team to enhance existing and develop new reporting and forecasting infrastructure for internal reporting, external reporting, and presentation materials.
  • Support the annual external valuation process and internal quarterly valuation updates in coordination with management, internal stakeholders, and external advisors.

Key Qualifications

  • CPA, CA with 4+ years of progressive experience, preferably within private equity, asset or fund management, infrastructure or real estate investing, or a pension/investment environment
  • Advanced Excel skills, with the ability to prepare clear, executive-ready presentations and financial materials
  • Advanced analytical skills, including the ability to perform sensitivity analysis, identify risks, and develop informed, executive-ready recommendations
  • Ability to manage multiple competing priorities and deliver accurate, timely work under tight deadlines
  • Strong organizational and communication skills, with the ability to manage multiple workstreams and keep stakeholders aligned against deadlines
  • Sound judgment, with the ability to think critically, solve problems, navigate ambiguity, and operate with a strong ownership mindset
  • Strong stakeholder focus, with excellent relationship-building skills and a collaborative working style
  • Excellent presentation, verbal, and written communication skills, with the ability to translate complex financial concepts into clear business language for stakeholders at all levels
  • Experience with NetSuite is an asset
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Sobre a Fengate Asset Management

Fengate Asset Management (Fengate) is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and currently with offices in Ontario and Texas and 190+ team members across North America, Fengate has built success and a trusted reputation with investors and industry partners. The firm currently manages over C$7 billion in capital commitments in support of more than C$35 billion in gross asset value, on behalf of over 50 institutional investors across North America, Europe, and Asia.


The firm believes that acting responsibly to its stakeholders and communities is fundamental. Fengate is a signatory of both the Institutional Limited Partners Association (ILPA) Diversity in Action initiative and the United Nations-supported Principles for Responsible Investment, integrating environmental, social and governance (ESG) principles into all stages of the firm’s investment process. In 2021, Fengate established its ESG Committee and its EBID (Equity, Belonging, Inclusion and Diversity) Think Tank, consisting of leaders and employees of all backgrounds and levels throughout our firm, to advance and govern our ESG and EBID objectives.


Fengate has achieved Platinum Club member status as one of Canada’s Best Managed Companies, retaining this designation since 2007, and has been certified as a Great Place to Work®. Over the past year, Fengate was named one of Canada’s Best Workplaces™ and as a Best Workplace™ for Financial Services & Insurance, Inclusion, Women, Today’s Youth, Professional Development, and Ontario, and as one of Best Workplaces™ with Most Trusted Executive Teams.


The firm has also been recognized with Waterstone Human Capital’s 2022 Most Admired Corporate Cultures™ award. This program recognizes best-in-class organizations for having cultures that have helped them enhance performance and sustain a competitive advantage. Only 50 organizations are awarded this prestigious corporate culture award each year.


AREAS OF BUSINESS

1. Real Estate

Since 1974, and with 20 years of experience managing institutional capital, Fengate Real Estate has been developing and managing real estate assets across commercial and residential asset classes and the risk-return spectrum. To-date, Fengate Real Estate has completed over 75 property and investment transactions, which total more than C$11 billion of competed value, including C$4 billion under development.

2. Infrastructure

In 2006, Fengate established its first infrastructure fund with a mandate to invest in infrastructure investments in Canada. Today, Fengate has invested in over 45 assets which total more than C$25 billion of gross asset value in the social, transportation, energy transition and digital infrastructure sectors in Canada and the United States.

3. Private Equity

In 2016, Fengate launched its private equity platform to provide growth capital and partner with entrepreneurs to create lasting positive change in their businesses by realizing their growth ambitions. To-date, Fengate Private Equity has made seven investments, 20 add-ons and exited three businesses delivering top-quartile performance.

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