Senior Financial Analyst, Financial Planning & Analysis (Future Opportunities)

Fengate Asset Management; Oakville; On-site; CAD 85,000 - 100,000; Full time

Job summary

Fengate Asset Management seeks a Senior Financial Analyst located in Oakville, Ontario. The role involves supporting financial planning and analysis, including forecasting, budgeting, and financial modelling. Candidates should have a CPA and at least 3 years of relevant experience in asset management or corporate finance, along with advanced Excel skills. This position offers a hybrid work environment, with an expected salary ranging from $85,000 to $100,000 annually.

Qualifications

• 3+ years of FP&A experience in finance, asset management, or corporate finance.
• Ability to manage multiple deliverables with tight deadlines.
• Experience working in a collaborative environment.

Responsibilities

• Support financial planning, forecasting, budgeting, and reporting.
• Analyze revenue and cost impacts on financial performance.
• Build and maintain financial models for operational evaluation.

Skills

Financial modelling

Analytical skills

Strong customer focus

Communication skills

Advanced Excel skills

CPA designation

Education

Undergraduate degree in accounting or finance

CPA designation

Tools

ERP systems

Financial planning tools

PowerPoint presentations

Job description

OPPORTUNITY

The Senior Financial Analyst will support financial planning and analysis activities, including forecasting, budgeting, financial modelling, performance analysis, and reporting to support business and investment decision-making across the organization.

The successful candidate will have FP&A experience in corporate finance, asset management, investment, development, or institutional environment, with a strong understanding of proforma modelling, forecasting, and capital and cash flow analysis. The individual will be a self-starter who thrives in a fast-paced environment, demonstrates a strong commitment to deadlines, and is detail and process oriented with a high sense of ownership in their work and well-developed financial modelling and analytical skills.

Please note the purpose for this job posting is for future opportunities and not a current vacancy.

KEY RESPONSIBILITIES

• Support the creation and maintenance of financial models for operations, forecasting, and evaluation of new initiatives and investment opportunities under varying capital structures.
• Assist with the preparation of financial budgets and forecasts, including budget-to-actual variance analysis on financial results and returns.
• Analyze the impact of changes in revenue, costs, and key assumptions on financial performance and forecast outcomes.
• Build and review models to assess performance using metrics such as cash flow, operating returns, IRR, ROIC, MOIC, NPV, and other relevant KPIs.
• Prepare financial analysis and commentary to provide insight into budget variances, performance trends, and changes to forecasts on an annual, quarterly, and ad-hoc basis.
• Support valuation and performance review processes by coordinating inputs and critically assessing assumptions used in internal and external analyses, as required.
• Contribute to cross-functional budgeting and forecasting processes, including analysis and materials prepared for management and stakeholder presentations.
• Develop and maintain cash flow models, demonstrating a strong understanding of cash drivers and forecasting methodologies to support capital and return analysis.
• Partner with business teams to understand assumptions, risks, and opportunities impacting forecasts and performance outcomes.
• Continuously evaluate and support improvements to financial processes, models, and analytical capabilities.
• Perform ad hoc financial analysis, scenario modelling, and “what‑if” analyses to support strategic and operational decision-making.
• Foster strong working relationships across the organization and contribute proactively to Finance’s role as a business partner.
• Effectively manage multiple competing deliverables with accurate and timely execution under tight timelines.

KEY QUALIFICATIONS

• Undergraduate degree in accounting, finance, or other relevant technical discipline.
• CPA designation, with 3+ years of relevant experience.
• Experience in asset management, investment management, corporate finance, or other institutional finance environments is preferred.
• Must have the capabilities to develop and analyze robust financial models.
• Advanced Excel modelling skills, ability to construct professional PowerPoint presentations.
• Strong understanding of statement of earnings, balance sheet, and cash flows.
• Genuinely curious with a desire to understand key metrics and drivers.
• Financial modelling and planning skills oriented towards continuous improvement.
• 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.
• Ability to handle multiple competing deliverables, with accurate/timely delivery under tight timelines.
• Demonstrates the highest level of ethics and personal integrity.
• Experience with financial systems and ERP or planning tools is required; industry‑specific platforms are 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 in office]

PAY RANGE

The expected base pay range for this position is:

$85,000.00 - $100,000.00

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.