Portfolio FP&A Lead

Portfolio FP&A Lead

Full-Time 80000 - 100000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead financial performance and strategic planning across a high-growth investment portfolio.
  • Company: Fast-growing international investment platform with an entrepreneurial spirit.
  • Benefits: Strategic role with significant exposure to leadership and growth opportunities.
  • Other info: Collaborative culture with high autonomy and long-term growth potential.
  • Why this job: Shape finance infrastructure and influence business growth in a dynamic environment.
  • Qualifications: 8-10 years in operational finance with strong stakeholder management skills.

The predicted salary is between 80000 - 100000 £ per year.

London | International Investment Platform

JSS Search is partnering with a fast-growing international investment platform on the appointment of a newly created Portfolio FP&A Lead role. This is not a traditional FP&A position. The role sits at the centre of a high-growth portfolio environment, acting as the key finance counterpart across multiple businesses and partnering closely with senior leadership on financial performance, strategic planning, reporting, governance and growth initiatives. The platform is entrepreneurial, internationally focused and scaling rapidly, offering the opportunity to genuinely shape the role and influence the wider finance infrastructure as the business evolves.

Key Responsibilities
  • Partner with portfolio company Finance Directors and leadership teams across financial performance and reporting
  • Drive improvements across budgeting, forecasting, KPI reporting and operational analysis
  • Establish scalable and consistent reporting, controls and governance frameworks across the platform
  • Support acquisitions, fundraising, strategic projects and wider business growth initiatives
  • Assist portfolio businesses with long-term planning, financial modelling and capital planning
  • Act as a bridge between the central platform and portfolio finance teams, bringing challenge, structure and commercial insight
Candidate Profile
  • 8-10 years' experience across a combination of multi-entity operational finance environments
  • Strong stakeholder management and business partnering capability
  • Experience operating across multiple entities, jurisdictions or portfolio structures
  • Commercially minded, hands-on and comfortable within fast-paced, entrepreneurial environments
  • ACA / ACCA / CFA or equivalent preferred
What the Business Offers
  • Broad, highly strategic and portfolio-facing finance role
  • Significant exposure to senior leadership and investment activity
  • Opportunity to help build scalable finance infrastructure within a growing international platform
  • High level of autonomy and ability to shape the role over time
  • Entrepreneurial, collaborative and commercially driven culture with strong long-term growth potential

Portfolio FP&A Lead employer: JSS

Join a dynamic and entrepreneurial international investment platform in London, where you will play a pivotal role as the Portfolio FP&A Lead. This position offers significant exposure to senior leadership and the chance to shape the finance infrastructure of a rapidly growing business, all within a collaborative culture that prioritises innovation and long-term growth. With a focus on professional development and autonomy, this is an excellent opportunity for those looking to make a meaningful impact in a fast-paced environment.

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Contact Details:

JSS Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio FP&A Lead

Tip Number 1

Network like a pro! Reach out to connections in the finance and investment sectors, especially those who have experience in FP&A roles. A friendly chat can lead to insider info about job openings or even referrals.

Tip Number 2

Prepare for interviews by researching the company’s portfolio and recent projects. Show them you’re not just another candidate; you’re genuinely interested in their growth and how you can contribute to it.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you note. It keeps you on their radar and shows your enthusiasm for the role.

Tip Number 4

Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it helps us keep track of your application better!

We think you need these skills to ace Portfolio FP&A Lead

Financial Performance Analysis
Budgeting
Forecasting
KPI Reporting
Operational Analysis
Financial Modelling
Capital Planning

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Portfolio FP&A Lead role. Highlight your experience in multi-entity operational finance environments and any relevant stakeholder management capabilities.

Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this entrepreneurial and fast-paced environment. Share examples of how you've driven improvements in financial performance and reporting in previous roles.

Showcase Your Commercial Mindset:In both your CV and cover letter, emphasise your commercially minded approach. We want to see how you've contributed to strategic planning and growth initiatives in past positions, so don’t hold back!

Apply Through Our Website:We encourage you to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it’s the best way to stay updated on your application status!

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 the role. Brush up on your budgeting, forecasting, and operational analysis skills, as these will be key discussion points during the interview.

Showcase Your Stakeholder Management Skills

Prepare examples of how you've successfully partnered with senior leadership and finance teams in previous roles. Highlight your ability to communicate complex financial information clearly and effectively, as this is crucial for the Portfolio FP&A Lead position.

Demonstrate Your Entrepreneurial Spirit

This role is all about being hands-on in a fast-paced environment. Be ready to discuss how you've thrived in similar settings and contributed to growth initiatives. Share specific instances where your commercial mindset made a difference.

Ask Insightful Questions

Prepare thoughtful questions that show your interest in the company’s growth strategy and financial governance. This not only demonstrates your enthusiasm but also gives you a chance to assess if the company culture aligns with your values.