Apply Edge Tailor my CV for this job — free

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

Fengate Asset Management · Oakville, Ontario, Canada

Tailor my CV for this job — free

See similar jobs

OPPORTUNITYThe 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 RESPONSIBILITIESSupport the creation and maintenance of financial models for operations, forecasting, and evaluation of new initiatives and investment opportunities under varying capital structuresAssist with the preparation of financial budgets and forecasts, including budget-to-actual variance analysis on financial results and returnsAnalyze the impact of changes in revenue, costs, and key assumptions on financial performance and forecast outcomesBuild and review models to assess performance using metrics such as cash flow, operating returns, IRR, ROIC, MOIC, NPV, and other relevant KPIsPrepare financial analysis and commentary to provide insight into budget variances, performance trends, and changes to forecasts on an annual, quarterly, and ad-hoc basisSupport valuation and performance review processes by coordinating inputs and critically assessing assumptions used in internal and external analyses, as requiredContribute to cross-functional budgeting and forecasting processes, including analysis and materials prepared for management and stakeholder presentationsDevelop and maintain cash flow models, demonstrating a strong understanding of cash drivers and forecasting methodologies to support capital and return analysisPartner with business teams to understand assumptions, risks, and opportunities impacting forecasts and performance outcomesContinuously evaluate and support improvements to financial processes, models, and analytical capabilitiesPerform ad hoc financial analysis, scenario modelling, and "what-if" analyses to support strategic and operational decision-makingFoster strong working relationships across the organization and contribute proactively to Finance's role as a business partnerEffectively manage multiple competing deliverables with accurate and timely execution under tight timelinesRequirementsKEY QUALIFICATIONSUndergraduate degree in accounting, finance, or other relevant technical disciplineCPA designation, with 3+ years of relevant experienceExperience in asset management, investment management, corporate finance, or other institutional finance environments is preferredMust have the capabilities to develop and analyze robust financial modelsAdvanced Excel modelling skills, ability to construct professional PowerPoint presentationsStrong understanding of statement of earnings, balance sheet, and cash flowsGenuinely curious with a desire to understand key metrics and driversFinancial modelling and planning skills oriented towards continuous improvementStrong customer focus with excellent relationship building and a collaborative working styleExceptional communication skills, both written and verbal, including the ability to communicate effectively with all levels of the organizationAbility to handle multiple competing deliverables, with accurate/timely delivery under tight timelinesDemonstrates the highest level of ethics and personal integrityExperience with financial systems and ERP or planning tools is required; industry‑specific platforms are an assetCORE COMPETENCIESBeing Authentic - Inspiring trust and being courageousFocusing on Performance - Being accountable and driving resultsUnderstanding Stakeholders - Knowing the needs of those who rely on youBuilding Effective Relationships - Collaboration and communicationLOCATION[Oakville - Hybrid 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.PAY RANGEThe expected base pay range for this position is{{:}}$85,000.00 - $100,000.00