Manager, Financial Planning & Analysis

This role will play a key part in strengthening Fengate’s planning, forecasting, and performance reporting capabilities across the business. The Manager, FP&A will partner closely with Business Unit Finance and business leaders to deliver actionable analysis, support strategic decision-making, and enhance the firm’s forecasting and reporting infrastructure.

As a key member of the Corporate Finance team, this role will help strengthen Fengate’s best-in-class forecasting, budgeting, analytics, and reporting capabilities. The successful candidate will support financial planning and analysis, cash flow forecasting, KPI reporting, and selected strategic finance initiatives to enable high-quality management reporting and decision support.

The successful candidate will bring financial and audit experience, ideally within asset management or a related investment environment. They will be a self-starter who thrives in a fast-paced setting, demonstrates strong ownership and accountability, is detail-oriented and process-oriented, and brings strong analytical, and problem-solving skills.

Requirements

• Own the annual budget, quarterly forecasts, and consolidated financial analysis processes.
• Develop, enhance, and lead budgeting and forecasting processes and models, with a continuous improvement mindset.
• Build and maintain dynamic levered cash flow models using inputs from key business partners.
• Analyze current and historical KPI trends across revenue, expenses, and capital expenditures to support strategic and operating decision-making.
• Leverage internal and external resources, including business partners and ERP data, to enhance and standardize financial models and assess key drivers of budget-to-actual variances.
• Identify opportunities to improve efficiency through process enhancement, automation, and the effective use of AI-enabled tools.
• Lead ad hoc financial analysis to support strategic and operational decision-making.
• Partner with the Financial Reporting team to enhance existing and develop new reporting and forecasting infrastructure for internal reporting, external reporting, and presentation materials.
• Support the annual external valuation process and internal quarterly valuation updates in coordination with management, internal stakeholders, and external advisors.

Key Qualifications

• CPA, CA with 4+ years of progressive experience, preferably within private equity, asset or fund management, infrastructure or real estate investing, or a pension/investment environment
• Advanced Excel skills, with the ability to prepare clear, executive-ready presentations and financial materials
• Advanced analytical skills, including the ability to perform sensitivity analysis, identify risks, and develop informed, executive-ready recommendations
• Ability to manage multiple competing priorities and deliver accurate, timely work under tight deadlines
• Strong organizational and communication skills, with the ability to manage multiple workstreams and keep stakeholders aligned against deadlines
• Sound judgment, with the ability to think critically, solve problems, navigate ambiguity, and operate with a strong ownership mindset
• Strong stakeholder focus, with excellent relationship-building skills and a collaborative working style
• Excellent presentation, verbal, and written communication skills, with the ability to translate complex financial concepts into clear business language for stakeholders at all levels
• Experience with NetSuite is an asset