Senior Financial Analyst, Corporate Finance

Fengate Capital Management Ltd.; Oakville; On-site; CAD 75,000 - 85,000; Full time

Job summary

Fengate Capital Management Ltd. is seeking a Senior Financial Analyst to lead financial reporting and compliance activities. This position involves a collaborative role with executive leadership, focusing on strategic financial decisions impacting multiple business units. The ideal candidate will possess a CPA designation and over three years of relevant experience, demonstrating strong analytical and communication skills.

Qualifications

• 3+ years of progressive work experience in accounting or auditing.
• Experience with financial systems and advanced Excel skills.
• Ability to construct professional PowerPoint presentations.

Responsibilities

• Execute accounting tasks and prepare financial statements.
• Support management of co-investment and carried interest programs.
• Ensure compliance with tax regulations and coordinate with tax advisors.

Skills

Financial Reporting

Regulatory Compliance

Accounting Principles

Excel

Communication Skills

Team Development

Education

Undergraduate degree in accounting or finance

CPA designation

Tools

Power BI

Job description

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Direct message the job poster from Fengate Asset Management

The Senior Financial Analyst, Corporate Finance is a driving force behind the strategic financial decisions of Fengate's executive leadership team and shareholders. Reporting to the Senior Manager, Corporate Finance, this individual will execute on the accounting, regulatory compliance requirements, treasury, and investment management functions related to Fengate's asset management business and corporate co-investment and carried interest programs. This is a highly visible role with exposure to Fengate's three strategies (infrastructure, private equity, and real estate) and will liaise with leaders across all business units and disciplines.

KEY RESPONSIBILITIES

• Financial Reporting & Accounting Operations : Execute the accounting, including the preparation of technical accounting memos for non-routine transactions, and financial analysis required to maintain the books and records of Fengate's corporate entities. Prepare consolidated and non-consolidated financial statements as well as insightful presentations for Fengate's executive leadership team and shareholders.
• Co-Investment and Carried Interest Programs : Support in the management of Fengate's co-investment and carried interest programs. Act as a key liaison with business platforms to monitor capital activity and liquidity requirements on unfunded commitments. Provide timely and accurate reporting to the Programs' limited partners and shareholders, administering enrollment, departure, investment allocation, and redemption.
• Regulatory Compliance : Ensure compliance with tax regulations, financing agreements, and other regulatory requirements. Coordinate with tax advisors, external auditors, and internal teams to support accurate filings and disclosures, including tax filings required for Canadian and US corporations and partnerships.
• Mentorship & Team Development : Provide guidance, mentorship, and coaching to junior staff, fostering skill development and promoting best practices in financial reporting and analysis.
• Continuous Improvement & Leadership : Champion a culture of continuous improvement by proactively identifying opportunities for innovation, taking on cross-functional projects, and contributing to a collaborative, high-performing finance team.

Requirements

KEY QUALIFICATIONS

• Undergraduate degree in accounting, finance, or other relevant technical discipline.
• CPA designated, with 3+ years of progressive work experience in an accounting or auditing function.
• Experience working with financial systems, advanced Excel skills and ability to construct professional PowerPoint presentation, experience with Power BI is an asset.
• Advanced understanding of accounting principles (IFRS, ASPE).
• Strong customer focus with excellent relationship building and a collaborative working style.
• Exceptional communication skills, both written and verbal, including the ability to communicate effectively with all levels of the organization.
• Strong organizational skills and ability to multi-task, prioritize and meet deadlines.
• Self-motivated and pro-active, with respect to managing workload as well as professional development.

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.

We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance

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Senior Financial Analyst • Oakville, ON, Canada