Senior Financial Analyst, Financial Planning Analysis, Infrastructure
Fengate, Canada
Job Description
Company Description:
Fengate is a real asset investment firm that specializes in customized investment funds with a strategic focus on infrastructure, real estate and private equity. We are trusted developers and active managers of real assets, providing investors with special access to tailored investments with reliable, long-term returns. With operations in North America and select international markets, we have a global reach built on strong Canadian roots and a well-established track record of successful investments.
Founded in 1974, Fengate started as a real estate management business in Ontario, Canada. Over the last 40 years, we have transformed our business to become one of Canada’s leading real asset management firms, with offices in Oakville, Toronto, and Houston. Since 2007, Fengate has been recognized as one of Canada’s Best Managed Companies.
Position Description:
The Senior Financial Analyst, Financial Planning amp; Analysis, Infrastructure, will report into the Manager, FPamp;A, and work closely with senior leadership and the Infrastructure Value Creation amp; Asset Management team. The individual will be required to develop a deep understanding of the assets and be responsible for financial and operating analysis, upkeep of operational and valuation models, and investor reporting. This role offers the opportunity to develop a solid understanding of key performance metrics and drivers of the operating projects.
The successful candidate will be a self-starter that enjoys working in a fast-paced environment, has a strong commitment to deadlines and the team, is process oriented with a high sense of ownership in their work, possesses a high degree of intellectual curiosity, and has a superior finance/accounting foundation.
Key Functions and Responsibilities:
- Ownership of the projects’ financial and compliance requirements, and acting as the first point of contact for the Value Creation amp; Asset Management, Fund Reporting and Financial Reporting teams
- Working with the Value Creation amp; Asset Management team to manage the operational financial models for the projects and related analysis, including managing valuations
- Responsible for reporting of investment performance against budget and key performance indicators
- Assist with 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
- Ad-hoc analysis on financial and operational results
- Special projects as required
Requirements
Qualifications
- Undergraduate degree in accounting, finance, or other relevant technical discipline with minimum of 2 years of experience
- Preference given to candidates with specific knowledge and experience in power, mining, oil and gas, natural resources, or private public partnerships
- CPA designation (or working towards CPA designation) required
- Strong Microsoft Excel and PowerPoint skills
- Exceptional quality standards and an ongoing desire to push for new approaches, insights, and presentation methods
- Demonstrated ability to manage multiple projects with strict deadlines as a part of a team
- Strong negotiation skills, tact and diplomacy
- Strong business acumen and judgment
- Excellent interpersonal and communication skills
- Strong relationship building skills
- Genuinely curious with a desire to understand key metrics and drivers
- Self-motivated and proactive, with respect to both managing workload and professional development
Location amp; Travel:
This position will be based out of our 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