Manager, Financial Planning & Analysis (Future Opportunities)

OPPORTUNITY The Manager, FP&A will lead financial planning and analysis activities, including forecasting, budgeting, financial modelling, performance analysis, and reporting to support business and investment decision-making across the organization. Acting as a member of the Finance team, this role will impact the organization’s processes around best in class forecasting, budgeting, analytics and investor reporting. The successful candidate will be accountable to support duties such as the financial planning, analysis, valuations, cashflow forecasting, and KPI reporting for best-in-class management reporting. The successful individual should have direct FP&A experience, with a genuine curiosity for learning and asking questions. The leader will indirectly manage staff through the FP&A processes, and forge strong business partnering relationships across the business. The successful candidate will be a self-starter that enjoys working in a fast-paced environment, has a strong commitment to deadlines, is detail and process oriented with a high sense of ownership in their work and possesses strong financial modelling and analysis skills. Please note the purpose for this job posting is for future opportunities and not a current vacancy. KEY RESPONSIBILITIES Ownership of fiscal budgets, projections and financial analysis at a business unit and/or consolidated level Create, re-vamp and lead current budgeting and forecasting processes/templates Analyze current and past trends in KPIs including all areas of revenue, expenses, and capital expenditures and use this information to support strategic decision-making. Gather information from various internal/external resources to develop and enhance financial models, standardize models throughout the process and leverage ERP budget to actual analysis. Monitor performance indicators, highlighting trends and analyzing causes of variances. Support and implement formal quarterly project budget reviews (PBR’s) through a ground up process that is scalable Manage the reporting, budgeting and forecasting of operating returns, including IRR, ROIC, MOIC, FFO, AFFO and yield. Assisting in ad hoc financial analysis to support strategic operating decisions. Working with the Reporting team to both enhance current, and create new, reporting and forecasting infrastructure for internal/external reporting and presentation decks. Create/maintain models around cash flow, equity, debt based on agreements and input from various business partners. Continuously seek opportunities to enhance efficiency through process improvement, automation, and leveraging AI tools Accountability of quarterly and/or annual valuations processes with our internal valuation resources and external valuators.

KEY QUALIFICATIONS CPA, CA and have 4+ years of experience working in leadership roles in the private equity, asset/fund management, real estate/infrastructure investment or pension space. Advanced excel modelling skills, ability to construct professional PowerPoint presentations. Ability to review various legal documentation including partnership agreements to ensure revenue and cost inputs in models are accurate. Ability to handle multiple competing deliverables, with accurate/timely delivery under tight timelines. Sound judgment, with the ability to critically analyze situations, problem-solve, and deal with ambiguity and think like an owner/operator. Strong customer focus with excellent relationship building and a collaborative working style. A role model for leading by example, with a solid value set including the highest levels of integrity, trust, and ethics - a natural leader with strong people management and coaching skills. Excellent presentation, verbal, and written communication skills with the ability to articulate complex ideas and financial information/concepts in simple business terms to all levels of management. IT systems experience and use of budgeting tools is a must, Yardi or NetSuite is an asset. 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. LOCATION Oakville – Hybrid 3 days a week. 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. We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted. PAY RANGE The expected base pay range for this position is: $100,000.00 - $125,000.00