At a Glance
- Tasks: Lead financial planning and analysis for a top investment platform, driving strategic insights.
- Company: Renowned international investment platform with a focus on Private Equity and Venture Capital.
- Benefits: Competitive salary, leadership opportunities, and exposure to executive management.
- Other info: Join a dynamic team focused on innovation and continuous improvement.
- Why this job: Be a key player in shaping financial strategies and influencing high-level decisions.
- Qualifications: Strong FP&A experience and leadership skills in finance.
The predicted salary is between 100000 - 150000 € per year.
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.
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.
- Fund FP&A
- 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.
Head of FP&A - Private Equity & Venture Capital in London employer: JSS
As a leading international investment platform, our client offers an exceptional work environment for the Head of FP&A role, characterised by a culture of innovation and collaboration. Employees benefit from significant exposure to senior leadership, opportunities for professional growth within a transformed finance team, and the chance to contribute to high-impact strategic projects. Located in a dynamic financial hub, the company fosters a supportive atmosphere that encourages analytical rigor and creative problem-solving, making it an ideal place for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Head of FP&A - Private Equity & Venture Capital in London
✨Network Like a Pro
Get out there and connect with people in the finance and investment sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Skills
When you land an interview, make sure to highlight your analytical skills and experience in financial planning and analysis. Use specific examples from your past roles to demonstrate how you’ve added value, especially in areas like budgeting and forecasting. We want to see how you can bring that expertise to our team!
✨Prepare for the Tough Questions
Expect questions about your approach to financial modelling and performance reporting. Brush up on your knowledge of capital allocation and investor communications, as these are key areas for the Head of FP&A role. We’re looking for someone who can think on their feet and provide insightful answers.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Head of FP&A - Private Equity & Venture Capital in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Head of FP&A role. Highlight your experience in financial planning and analysis, especially in Private Equity and Venture Capital. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this leadership position. Share specific examples of how you've led teams and driven financial performance in the past.
Showcase Your Analytical Skills:Since this role involves a lot of analytical work, make sure to showcase your analytical skills in your application. Mention any tools or methodologies you’ve used for forecasting, budgeting, or performance reporting.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JSS
✨Know Your Numbers
Make sure you’re well-versed in financial metrics and KPIs relevant to FP&A. Brush up on your understanding of forecasting, budgeting, and performance reporting, as these will be key topics during the interview.
✨Showcase Leadership Skills
Prepare examples that highlight your leadership experience, especially in managing teams and driving process improvements. Be ready to discuss how you've mentored others and led projects that align with strategic goals.
✨Understand the Business Landscape
Familiarise yourself with the private equity and venture capital sectors. Research the company’s investment strategies and recent market trends, so you can speak knowledgeably about how FP&A supports these areas.
✨Prepare for Scenario Questions
Expect to tackle scenario-based questions that assess your analytical skills and decision-making abilities. Think through potential challenges in FP&A and how you would approach them, particularly in relation to investor communications and capital allocation.
