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 direct FP&A experience, ideally within asset management or a related investment environment, though this is not required. 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 financial modelling, analytical, and problem-solving skills. 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 modelling 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 assess and quantify the financial implications of legal documentation, including partnership agreements and vendor contracts, to ensure models accurately reflect the underlying arrangements 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