Our client is a highly regarded international investment platform managing capital across complementary investment strategies including Private Equity & Venture Capital.
The Group Finance function sits at the centre of the platform, supporting the management company, listed structures and fund entities. The finance team has recently undergone a significant Target Operating Model transformation, creating dedicated pillars across Corporate Accounting, Fund Accounting, Group FP&A, Fund FP&A, Financial Compliance and Financial AI & Data.
Role Overview
The Head of FP&A is a newly created position within the transformed Finance team, reporting directly to the CFO. The role is a FP&A leadership position within the function and carries accountability for the Group’s and Funds’ financial planning, analysis and performance reporting across all investment strategies.
The successful candidate will lead a team of 3–4 FP&A professionals and work closely with finance, investment and portfolio value creation teams.
This is a high-profile, hands‑on leadership role with significant exposure to the CFO and Executive Committee. The successful individual will act as a strategic partner to senior management, providing analytically rigorous and commercially grounded insight to support strategic planning, investor communications and capital allocation.
Key Responsibilities
Group FP&A
- Lead the Group’s consolidated forecasting, budgeting and long‑term planning processes across all strategies and legal entities
- Prepare and own Group forecasts, including liquidity analysis, cost optimisation initiatives, earnings quality analysis and strategy profitability reporting
- Produce board‑level and investor‑facing performance packs, including commentary and financial narrative
- Prepare holding‑level valuation packs including KPI analysis, methodology review, cross‑checks and audit support alongside investment teams
- Provide analytical support for dividends, share buybacks and equity issuances
- Support financial modelling relating to debt facilities, including covenant monitoring, draw‑down scenarios and refinancing analysis
- Provide analytical support for venture/growth investments including portfolio KPI reporting, runway analysis and performance benchmarking
- Own the end‑to‑end fund FP&A cycle across Private Equity funds
- Support capital call and distribution planning processes, coordinating with fund administration teams and reviewing investor commitments against fund documentation
- Calculate and validate management fees across multiple fund vintages
- Monitor and report fund operating costs, including budget tracking and variance analysis
- Conduct ongoing monitoring of fund documentation, side letter obligations and distribution waterfalls
- Prepare fund‑level valuation packs in coordination with investment teams
- Support fund facility modelling, covenant analysis and refinancing scenarios
- Provide portfolio company FP&A support including KPI analysis, forecasting and benchmarking exercises
Strategic Projects & Investor Communication
- Lead or support ad hoc strategic finance projects at the direction of the CFO and Executive Committee, including financial modelling and capital markets analysis
- Support investor communications and preparation of investor presentations
Leadership & Team Management
- Lead the FP&A team, including day‑to‑day management, development and mentoring
- Act as a key FP&A business partner to the CFO, Executive Committee, finance and investment teams
- Drive continuous improvement across FP&A processes, reporting and planning capabilities
AI, Data & Systems
- Maintain and develop AI‑enhanced forecasting, reporting and valuation tools
- Support wider finance transformation initiatives focused on AI usage, automation and reporting enhancement
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