Financial Analyst, FP&A (Future Opportunities)

OPPORTUNITY

The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, operating plan variance analyses, investor return analysis, quarterly valuations, and internal monthly reporting dashboards. This role will have the opportunity to interact closely with the Asset Management and Reporting teams.

The successful candidate will be a self-starter and genuinely curious; that enjoys working in a fast-paced environment; has the ability to stay organized and efficiently prioritize and work under tight timelines. The individual is process oriented with a high sense of ownership in their work; and eager to learn all aspects of a career in FP&A.

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

Role Allocation

Infrastructure: This role will support fund operations, investor and internal reporting, financial analysis, tax, treasury and liquidity management, and compliance of Fengate’s Infrastructure Funds. This role will interact closely with the asset management team, investment team, the fund administrator, investor relations team, tax team and external investors

Real Estate: The individual will be responsible for the end-to-end financial forecasting, planning and budgeting processes, variance analysis, investor return analysis, quarterly valuations, and internal monthly reporting dashboards.

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 managing valuations.
• 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, ROIC, MOIC, NPV, etc.
• Assist with ad-hoc investor requests, project analysis, and portfolio-level analysis as required.

Requirements

KEY QUALIFICATIONS

• Undergraduate degree completed in accounting or finance is required.
• Further education and/or working towards finance/accounting designations (i.e., enrollment in programs such as CPA).
• Strong excel modelling and analytical skills.
• Genuinely curious with a desire to understand key metrics and drivers.
• Minimum of one to two years with development or corporate or real estate accounting or FP&A experience is an asset.
• Experience with PowerBI dashboarding is an asset.
• Experience in Yardi or another asset management/ERP system is an asset.
• Excellent communication skills, proactive nature, team player, desire to deliver highest and best results.
• Ability to form collaborative working relationships and foster 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.

Hybrid: 2-3 days in office

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