Head of Finance and Financial Planning and Analysis

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 request
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)