Fengate Asset Management

Financial Planning and Analysis

• Ownership of fiscal budgets, projections and financial analysis at a business unit and/or consolidated level
• Create, re-vamp and lead current budgeting and forecasting processes/templates
• Analyze current and past trends in KPIs including all areas of revenue, expenses, and capital expenditures and use this information to support strategic decision-making.
• Gather information from various internal/external resources to develop and enhance financial models, standardize models throughout the process and leverage ERP budget to actual analysis.
• Monitor performance indicators, highlighting trends and analyzing causes of variances.
• Support and implement formal quarterly project budget reviews (PBR’s) through a ground up process that is scalable
• Manage the reporting, budgeting and forecasting of operating returns, including IRR, ROIC, MOIC, FFO, AFFO and yield.
• Assisting in ad hoc financial analysis to support strategic operating decisions.
• Working with the Reporting team to both enhance current, and create new, reporting and forecasting infrastructure for internal/external reporting and presentation decks.
• Create/maintain models around cash flow, equity, debt based on agreements and input from various business partners.
• Continuously seek opportunities to enhance efficiency through process improvement, automation, and leveraging AI tools
• Accountability of quarterly and/or annual valuations processes with our internal valuation resources and external valuators.

Manager, Financial Planning & Analysis – Future Opportunities

• 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.

Senior Financial Analyst, Financial Planning & Analysis

• 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.

Senior Financial Analyst, Reporting

• Lead and oversee the full-cycle accounting and reporting function for Fengate’s income producing property portfolio, including internal teams and third-party service providers
• Review and approve journal entries, accruals, reconciliations, CAM and tax recoveries, and monthly financial statements to ensure accuracy and compliance
• Oversee month-end, quarter-end, and year-end close processes, including review of variance analysis and financial commentary for senior management
• Lead budgeting, forecasting, and reforecasting processes for assigned properties, including oversight of assumptions and value-add insights
• Provide strategic, driver-based analysis and reporting to support decision-making across asset classes
• Manage and review cash flow projections, investor distributions, and coordination with Treasury on debt and capital requirements
• Support and manage year-end audit processes, including review of audit working papers and liaison with external auditors
• Develop and maintain reporting dashboards and compliance processes across funds and partnership agreements
• Identify and implement process improvements, efficiencies, and best practices across the reporting function
• Coach, mentor, and support junior team members, fostering strong performance, development, and collaboration

Manager, Finance Reporting

Vice President

• Analyze project performance and identify opportunities for technical, commercial, or capital structure improvements, asset dispositions or organizational changes. Lead the preparation and presentation of Investment Committee materials for such events and participate in their implementation.
• Management and oversight of operating partners performance in the implementation of asset-specific business plans as well as construction and development activities.
• Contribute to development of internal templates, processes, procedures, etc. to support the effective management of the portfolio including adherence to all REIT reporting and compliance requirements.
• Work collaboratively with members of the Asset Management, Financial Planning & Analysis, and Financial Reporting teams to maximize investment returns.
• Produce and deliver presentation materials to effectively communicate complex concepts to senior members of the organization.
• As required, assist with due diligence and review of potential new acquisitions.

Manager, Financial Planning & Analysis – Future Opportunities

Senior Financial Analyst, Financial Planning & Analysis

Senior Financial Analyst, Reporting

Manager, Finance Reporting

Vice President, Value Creation – Asset Management