We're working confidentially with a multi-strategy investment management firm - spanning private equity, venture capital, and a listed holding company - managing a multi-billion dollar portfolio across financial services, technology, infrastructure and consumer sectors.
Following a recent Finance transformation, they're looking to bring in a Manager, Group/Corporate FP&A, reporting directly to the Head of FP&A with genuine exposure to the CFO and ExCo.
This is a hands-on, individual-contributor role sitting at the centre of the Group's financial planning, performance reporting and capital agenda - broader than a typical corporate FP&A manager remit:
- Build and own the Group's consolidated forecasting, budgeting and long-term planning models across all strategies and legal entities, including liquidity forecasting and rolling-forecast governance
- Prepare board-level and investor-facing performance packs, monthly/quarterly management reporting and KPI dashboards β leading with implications and recommendations, not just data
- Own Group and entity-level management-cost and opex analysis, including cost allocation, recharges and headcount-driven cost tracking, partnering directly with Cost Centre leads and Strategy Heads on P&L discussions
- Provide analytical support for dividends, share buybacks, equity issuances, and debt facility modelling (covenants, drawdowns, refinancing)
- Support holding-level valuation work β data collection, KPI calculation, methodology review and reconciliation to accounting records
- Provide analytical support across direct and indirect investments, including portfolio KPIs, runway analysis and performance benchmarking, and support senior management on business development
- Own a specialist stream of compensation and incentive analytics β management incentive schemes, bonus pools, co-investment and long-term incentive plans, plus carried interest modelling as part of the broader comp remit
- Contribute to the function's AI and automation tooling, including maintaining AI-enhanced forecasting, reporting and valuation models
- Provide occasional supportive capacity to Fund FP&A and Fund Accounting
What we're looking for:
- 5-8 years of relevant finance experience, with a substantial portion in FP&A, financial modelling or investment finance
- Experience in private equity, asset management, investment holding or listed financial services strongly preferred
- Audit/accounting trained with a move into FP&A, or industry-trained FP&A with strong technical grounding β both welcome
- Strong financial modelling grounding across forecasting, cost analysis, valuation or debt; exposure to compensation/incentive modelling or fund economics is a differentiator, not a requirement
- Advanced Excel and financial modelling skills; ACA/ACCA/CIMA/CFA (qualified or finalist) is a plus
On offer: direct day-to-day collaboration with the Head of FP&A and exposure to the CFO, a distinctive scope spanning corporate FP&A, valuation, debt, cost and compensation analytics, a clear path to Senior Manager, and compensation benchmarked to the London alternative asset management market.
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FP&A Manager - Private Equity Fund employer: JSS
JSS is an exceptional employer that fosters a dynamic work culture, encouraging collaboration and innovation in the heart of the UK near Bristol. Employees benefit from comprehensive growth opportunities, competitive compensation, and the chance to influence strategic decisions in a pivotal role that shapes the future of hospitality revenue management. Join us to be part of a forward-thinking team dedicated to excellence and professional development.