Financial Analyst, Reporting (Future Opportunities)

Opportunity

Fengate Asset Management is expanding its Infrastructure team and is looking for a Financial Analyst to support financial recordkeeping, operational tasks, and reporting across infrastructure projects. The position involves close coordination with project directors, the infrastructure FP&A group, finance funds, and accounts payable.

The ideal candidate is proactive, naturally inquisitive, comfortable in a high-paced setting, and able to juggle multiple priorities while meeting deadlines. Strong attention to detail, a process-driven mindset, accountability, and a solid grounding in accounting and reporting are important for success in this role.

This posting is intended to build a pipeline for future openings and does not represent an active vacancy.

Role Allocation

Infrastructure: In this stream, the analyst supports fund operations, investor and internal reporting, financial analysis, tax, treasury and liquidity activities, and compliance for Fengate’s Infrastructure Funds. The role works closely with asset management, investment, fund administration, investor relations, tax, and outside investors.

Real Estate: In this stream, the analyst helps keep financial records current, handles daily finance-related matters, and supports reporting for real estate projects and properties across the portfolio. The role collaborates with development, investment, asset and property management, and accounts payable teams.

Key Responsibilities

• Prepare and evaluate financial statements and related reporting materials for projects, ensuring accuracy, detail, and compliance with applicable accounting standards and regulations.
• Create and send monthly client invoices, making sure all chargeable items are captured and billed promptly.
• Keep project-level books and records current, including expenses, income, and other financial activity.
• Draft and assess quarterly financial statements for projects and provide clear reporting to stakeholders.
• Support compliance activities by preparing audit and review documentation, coordinating with the tax team and advisors, and helping ensure tax filings meet regulatory requirements.
• Work with project teams and other stakeholders to support the financial performance and long-term success of each project.

Qualifications

• An undergraduate degree in accounting or finance is mandatory.
• Additional studies and/or progress toward professional accreditation, including enrollment in the CPA or CFA program, is considered an advantage.
• Familiarity with ASPE or other generally accepted accounting principles would be beneficial.
• Strong proficiency with Microsoft Office tools, especially Excel, Word, and PowerPoint, is required.
• A curious mindset and interest in understanding key financial metrics and business drivers are important.
• Excellent verbal and written communication, a proactive attitude, strong teamwork, and a commitment to strong outcomes are expected.
• Ability to build cooperative working relationships and contribute to a positive team culture is essential.

Core Competencies

Authenticity: Building trust and showing courage.

Performance focus: Taking ownership and delivering results.

Stakeholder awareness: Understanding the needs of those who depend on your work.

Relationship building: Collaborating effectively and communicating well.

Location and Work Arrangement

This position is based in Oakville, Ontario, Canada, with a hybrid schedule of 2 to 3 days per week in the office.

Equal Opportunity and Accommodation

The employer is an equal opportunity organization committed to attracting and retaining a diverse team and to advancing diversity, equity, inclusion, and belonging at work. It also provides accommodation for persons with disabilities and will work with candidates to meet accommodation needs.

Additional Information

This opportunity is for future hiring needs rather than an immediate opening. The employer notes that only candidates selected for an interview will be contacted.

Compensation

The expected base salary for this role is between 60,000 and 75,000 Canadian dollars per year.