OPPORTUNITY

Fengate Asset Management is seeking an accomplished Associate Vice President, Financial Planning & Analysis to join its dynamic Corporate Finance team. Reporting to the Senior Vice President of Financial Planning & Analysis, the successful candidate will play a pivotal role in shaping the financial strategy and direction of the organization. This leader will drive enterprise-wide financial planning, analysis, and reporting, enabling senior stakeholders to make informed decisions that advance the firm’s objectives. The AVP will oversee divisional FP&A activities, partner with business unit leaders, and provide strategic insights to optimize performance and growth across the organization.

KEY RESPONSIBILITIES

Lead, coach, and develop the Manager, FP&A, fostering professional growth and ensuring alignment with organizational goals.

Responsible for the accuracy and completeness of the FP&A team’s output, including, but not limited to, the following financial models:

• Annual fiscal budgets (Consolidated & Business Unit levels)
• Quarterly YTD variance analysis
• Quarterly fiscal forecast
• Monthly rolling 12-month cash flow forecast
• Long-term forecasts

Collaborate with business unit finance teams to gain a comprehensive understanding of operational activities and developments, ensuring that all pertinent information is accurately and appropriately reflected within Corporate’s consolidated financial models.

Lead the firm’s annual valuation process, ensuring a rigorous, comprehensive and timely assessment of the organization’s value in alignment with strategic objectives and long-term plans.

Provide executive-level recommendations to influence strategic decision-making and planning.

Ensure accuracy, compliance, and integrity of all financial reporting, with insightful commentary on variances and future trends.

Cultivate strong relationships with senior business partners, proactively addressing issues and facilitating cross-functional collaboration.

Present strategic recommendations and business analyses to executive leadership, supporting major initiatives and future planning.

Requirements

KEY QUALIFICATIONS

• Extensive experience in financial management, reporting, and strategic planning within a complex business environment.
• Advanced analytical skills, including expert proficiency in data analysis and Excel modeling.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts in a simple and concise manner with senior management and other nonfinancial business leaders
• Proven business partnering and stakeholder management skills at the executive level.
• Commercial acumen and a forward-thinking, solution-oriented mindset.
• CPA and/or CA designation required.
• CFA or CBV designation considered an asset.
• Experience with NetSuite is considered an asset but not required

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.

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.