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

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] 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 RANGE The expected base pay range for this position is: $85,000.00 - $100,000.00

The Senior Financial Analyst will support financial planning, budgeting, and forecasting activities while building models to evaluate new investment opportunities. They will also perform variance analysis and provide financial commentary to support strategic decision-making across the organization.

Candidates must hold an undergraduate degree in accounting or finance and possess a CPA designation with at least 3 years of relevant experience. Strong proficiency in financial modeling, Excel, and institutional finance environments is required.

Identified from the job description. Confirm important requirements above.

• Financial modeling
• Financial planning and analysis
• Forecasting
• Budgeting
• Capital analysis
• Cash flow analysis
• Variance analysis
• Performance analysis
• Excel
• PowerPoint
• Investment analysis
• Valuation
• Strategic decision-making
• Scenario modeling
• ERP systems
• Communication

• Finance & Accounting
• Management & Leadership
• Consulting

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week

Office presence

3 days per week

Location requirements

Country, Canada