Posted 7 months ago
Senior Financial Analyst, Reporting (Future Opportunities)
@ Fengate Asset Management
Oakville, Ontario
Overview
Fengate Asset Management is building a pipeline for a Senior Financial Analyst, Reporting, in Oakville on a hybrid schedule of 3 days per week. The role supports accounting and financial reporting for a portfolio of operating investments, including month-end close, budgeting and forecasting. The posting is for future opportunities, not a current vacancy, and states a base pay range of $85,000 to $100,000.
Responsibilities:
- Oversee third-party full-cycle accounting and month-end close
- Prepare variance analysis and financial statement commentary
- Help lead the 10-year FP&A plan and budget assumption reviews
- Generate monthly reporting dashboard for senior management
- Support cash flow projections and institutional investor distributions
Requirements summary:
- CPA designation with 3+ years relevant industry experience
- Undergraduate degree in accounting, finance or related discipline
- Strong Excel and PowerPoint skills
- Working knowledge of GAAP and ASPE
- Exceptional written and verbal communication
Tools & skills
Source and dates
Employer career site / ATS feed · workable
- Employer posting date
- 2026-04-21
- First seen by our source
- 2026-10-12
- Source record updated
- 2026-10-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Finance & accounting |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CPA |
| Education | Bachelor’s degree (required) |
| Fields of study | Accounting, Finance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Fengate Asset Management
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Leading alternative investment manager focused on infrastructure, private equity and real estate strategies.
Full company description
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With 275 team members across Canada and the U.S., Fengate leverages 50 +years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of Canada’s Best Managed Companies since 2007 and as part of Waterstone Human Capital’s Canada’s Most Admired Corporate Cultures™. Fengate has been certified as a Great Place to Work® and was named one of Canada’s Best Workplaces™ and one of Canada’s Best Workplaces for Women, for Inclusion, for Mental Wellness, for Today’s Youth, for Professional Development and more. In January 2022, the firm became a signatory for the Institutional Limited Partners Association (ILPA) Diversity in Action initiative.
- LinkedIn followers
- 67,481
- People associated on LinkedIn
- 344
- Reported office locations
- TD North Tower, 77 King Street West, Suite 3410, Toronto, Ontario M5K 1H1, CA
- 2275 Upper Middle Road East, Suite 700, Oakville, Ontario L6H 0C3, CA
- 708 Main St, 10th floor, Houston, Texas 77002, US
- 801 Brickell Ave, Suite 2550, Miami, Florida 33131, US
- Business categories
- Real Estate Investment
- Other recorded names
- Fengate Asset Management
- Specialties
- Investment and asset management
- Infrastructure investments
- Real estate investments
- Private equity investments
- Public-Private Partnerships
- Independent power projects
- and Commercial real estate
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,123,661,783
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With 275 team members across Canada and the U.S., Fengate leverages 50 +years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of Canada’s Best Managed Companies since 2007 and as part of Waterstone Human…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Year founded | 1974 |
| Specialties | Investment and asset managementInfrastructure investmentsReal estate investmentsPrivate equity investmentsPublic-Private PartnershipsIndependent power projectsand Commercial real estate |
| Open jobs on Jobsy | 8 |
| View page |
OPPORTUNITY
The Senior Financial Analyst will report into the Manager of Finance. The individual will support accounting and financial reporting activities for a portfolio of operating investments and entities across the organization. This role will also support broader reporting requirements, including playing a key role in budgeting and forecasting activities.
This position offers the opportunity to work closely with Finance, Treasury, Operations, FP&A, and third‑party service providers. The successful individual will have experience supporting financial reporting and accounting activities within an investment, asset management, or operating business environment. The candidate will be a self‑starter and genuinely curious, who enjoys working in a fast‑paced environment, can effectively manage multiple priorities and stakeholders, is detail and process oriented with a strong sense of ownership, and has a solid foundation in accounting and financial reporting.
Please note the purpose for this job posting is for future opportunities and not a current vacancy.
KEY RESPONSIBILITIES
- Responsible for supporting our 3rd party full cycle day-to-day accounting which includes review of journal entries, accruals, reviewing accounts payable, oversight of bank reconciliations, HST reconciliations, and balance sheet account reconciliations.
- Review monthly billings, invoicing, or revenue schedules and provide value‑added financial insights as required.
- Review and validation of contract, agreement, or system setups related to revenue and cost recoveries, including internal audit support where applicable.
- Oversight of monthly cash flow projections and cash distributions to institutional investors.
- Oversee the month end close process and timeline, including the review and commentary of monthly financial statements and financial reports, as well as monthly variance analysis and discussion to support actual to budget variances.
- Assist with year-end audit processes through the preparation of audit working papers.
- Driver based commentary and analysis of budget to variance actuals.
- Help lead the financial planning & analysis (FP&A) for the 10-year plan including detailed review of budget assumptions and value add budget insight.
- Partner with operational and business teams to support the preparation of annual budgets and periodic reforecasts.
- Critically review budget assumptions across different asset classes for accurate/complete budgets.
- Generate and review the monthly reporting dashboard for senior management review.
- Document a process to ensure compliance across different funds based on partnership agreements.
- Assist the reporting team in tracking, summarizing and analyzing year over year asset management fees including completeness of fees charged to investors as part of compliance work.
- Identify opportunities for process improvements or efficiencies.
- Support the debt/capital monthly treasury function and other ad hoc reporting related duties.
Requirements
KEY QUALIFICATIONS
- Undergraduate degree in accounting, finance, or other relevant technical discipline.
- CPA designated, with 3+ years of relevant experience in the industry.
- Experience supporting operating, investment, or project-based finance environments is an asset.
- Strong excel skills and ability to create professional PowerPoint presentations.
- Understanding of statement of earnings, balance sheet, cash flows, etc.
- Genuinely curious with a desire to understand key metrics and drivers.
- High attention to detail, understanding of accounting principles, ASPE, GAAP, etc.
- 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 competing deliverables, with accurate/timely delivery under tight timelines.
- Demonstrates the highest level of ethics and personal integrity.
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 a week]
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
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