Financial Analyst, Infrastructure

FCML Fengate Capital Management Ltd.; Oakville; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

Fengate Asset Management in Oakville, Ontario, is seeking a Financial Analyst to join a dynamic FP&A team of about 6+ professionals. The role covers end-to-end forecasting, valuations, planning and budgeting, variance analysis and investor reporting, with close collaboration to Asset Management and Financial Reporting teams.

The candidate will work on financial models for project cash flows, margins and returns (IRR, MOIC, NPV) and contribute to dashboards and ad-hoc analyses.

Qualifications

• Undergraduate degree in business, accounting or finance is required.
• Pursuing finance/accounting designations (CPA/CFA/CBV) is an asset.
• Strong Excel modelling and analytical skills.
• 1+ years FP&A, corporate finance, or valuations experience is an asset.

Responsibilities

• Own end-to-end financial forecasting, valuations, planning and budgeting processes.
• Interact with Asset Management and Financial Reporting teams.
• Maintain monthly performance reporting with KPI analysis and variance commentary.
• Automate processes to improve accuracy and reduce risk of error.
• Model revenue and cost impacts on forecasts and budgets.
• Maintain financial models to project cash flow, margins, IRR, MOIC, NPV, and more.
• Assist with ad-hoc investor requests and portfolio analysis.

Skills

Excel modelling

Analytical skills

Communication skills

Multi-project management

Education

Undergraduate degree in business/finance

Pursuing CPA/CFA/CBV

Job description

COMPANY OVERVIEW

Fengate Asset Management is a leading alternative investment manager focused on infrastructure, private equity, and real estate strategies. Founded in 1974 in Hamilton, Ontario, and with over 250 team members across Canada and the U.S., Fengate is one of the most active real asset and growth equity investors in North America. The firm currently manages over C$10 billion in capital commitments in support of more than C$40 billion in gross asset value, on behalf of over 60 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 the firm, to advance and govern the 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™ (#4 for companies with 100-999 employees) and as a Best Workplace™ for Financial Services & Insurance, Inclusion, Women, Today’s Youth, Mental Wellness, Giving Back, and 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.

OPPORTUNITY

The Financial Analyst will report into the Manager, Financial Planning & Analysis ("FP&A") and work within a dynamic ~6+ Infrastructure FP&A team. The individual will be responsible for the end-to-end financial forecasting, valuations, planning and budgeting processes, variance analysis, investor return analysis, and internal dashboards. This role will have the opportunity to interact closely with the Asset Management and Financial 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 preparing valuations for the projects.
• 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, MOIC, NPV, etc.
• Assist with ad-hoc investor requests, project analysis, and portfolio-level analysis as required.

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.
• Self-study in modelling or excel courses and/or certifications considered an asset.
• Strong Excel modelling and analytical skills.
• 1+ years of FP&A, corporate finance, or valuations experience (including via internships) 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.

LOCATION

This position will be based out of the Oakville office 2-3 days in office and the remaining remote.

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.

PAY RANGE

The expected base pay range for this position is: $60,000.00 - $75,000.00

It's not just words when we say our core values are People, Excellence and Growth. They're what drives our success