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For Companies At a Glance
- Tasks: Lead financial reporting and strategic planning for a diverse investment portfolio.
- Company: Join a top-tier investment firm known for its innovative approach and strong market presence.
- Benefits: Enjoy competitive pay, professional development opportunities, and a dynamic work environment.
- Why this job: Be at the forefront of financial strategy, influencing key decisions and driving impactful results.
- Qualifications: 7-9 years in finance, strong valuation knowledge, and excellent communication skills required.
- Other info: Experience in Real Assets and private fund structures is a plus.
The predicted salary is between 72000 - 108000 £ per year.
Overview
Pearse has been retained by a top-tier investment firm to appoint a Director of FP&A, responsible for driving performance reporting, valuation oversight, and strategic business planning across a diverse investment portfolio. The role will interface closely with global finance teams, investment leads, and portfolio company executives to ensure robust, consistent, and insight-driven financial deliverables.
Role & Responsibilities
- Serve as the key finance liaison for the global head office team, managing ad hoc data and analysis requests.
- Aggregate and analyse platform-level financial performance metrics, identifying trends and delivering actionable insights for senior stakeholders.
- Support capital raising efforts by preparing quantitative investor materials and responding to complex investor queries.
- Oversee quarterly valuation processes across portfolio companies, ensuring consistency with internal methodologies and market standards.
- Review and challenge business plans and projections to validate assumptions and assess value creation opportunities.
- Coordinate onboarding and reporting for new investments, ensuring compliance with internal reporting standards.
- Monitor cash and funding needs across portfolio companies and communicate requirements to the central finance team.
- Lead on special projects and deliver high-quality strategic analysis to support decision-making at a platform level.
Requirements
- ~7–9 years of experience in financial planning & analysis, corporate finance, or portfolio management.
- Strong understanding of valuation processes.
- Background in Real Assets (Real-estate preferred).
- Experience working with private fund structures and investor reporting is beneficial.
- Clear communicator with the ability to present complex information in a simple, effective way.
- Confident working with senior internal and external stakeholders.
- Strong track record of interpreting complex financial models and transactions (e.g. M&A, disposals, financing).
Director of Data employer: Pearse Professionals
Contact Detail:
Pearse Professionals Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Data
✨Tip Number 1
Network with professionals in the investment and finance sectors. Attend industry events, webinars, or conferences where you can meet people who work in similar roles. This can help you gain insights into the company culture and expectations for the Director of Data position.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and analysis, especially in relation to real assets. Being well-versed in current market conditions and valuation methodologies will give you an edge during discussions with potential employers.
✨Tip Number 3
Prepare to discuss your experience with complex financial models and transactions. Be ready to share specific examples of how you've successfully interpreted and communicated these models to senior stakeholders, as this is a key requirement for the role.
✨Tip Number 4
Showcase your ability to lead special projects by highlighting any relevant experiences in your conversations. Discuss how you’ve delivered strategic analysis that influenced decision-making, as this will demonstrate your capability to handle the responsibilities of the Director of Data.
We think you need these skills to ace Director of Data
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis, corporate finance, or portfolio management. Emphasise your understanding of valuation processes and any background in Real Assets, particularly real estate.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate why you are the right fit for the Director of Data role. Mention specific experiences that demonstrate your ability to manage financial performance metrics and support capital raising efforts.
Showcase Communication Skills: Since the role requires clear communication with senior stakeholders, provide examples in your application of how you've effectively presented complex information in a simple way. This could be through past presentations or reports you've created.
Highlight Leadership Experience: If you have led special projects or teams, make sure to include this in your application. Discuss how your leadership has contributed to strategic decision-making and the delivery of high-quality analysis.
How to prepare for a job interview at Pearse Professionals
✨Showcase Your Financial Acumen
Be prepared to discuss your experience in financial planning and analysis, particularly how you've driven performance reporting and valuation oversight in previous roles. Highlight specific examples where your insights led to actionable outcomes.
✨Demonstrate Strategic Thinking
Since the role involves strategic business planning, come equipped with examples of how you've contributed to long-term financial strategies. Discuss any special projects you've led that required high-quality strategic analysis.
✨Communicate Clearly and Effectively
As a clear communicator, practice presenting complex financial information in a straightforward manner. You may be asked to explain intricate financial models or valuation processes, so clarity is key.
✨Engage with Stakeholders
Prepare to discuss your experience working with senior stakeholders and how you’ve managed relationships with internal teams and external investors. Be ready to share how you’ve handled complex queries and provided support during capital raising efforts.
