At a Glance
- Tasks: Lead financial analysis and cash management for a growing equity investor.
- Company: Join a successful growth equity investor making waves in the finance sector.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team driving financial success and strategic growth.
- Qualifications: Must be a qualified accountant with extensive FP&A experience and strong analytical skills.
- Other info: Opportunity to work closely with CFOs and enhance your financial expertise.
The predicted salary is between 54000 - 84000 £ per year.
This role offers an exciting opportunity to join a successful growth equity investor as a Portfolio Finance Lead with FP&A expertise, during a significant growth phase. The position involves financial analysis, cash management, and commercial finance support across the portfolio, partnering with finance teams to establish strong financial controls and KPI management. Additionally, it supports investment processes through financial due diligence on acquisitions and managing vendor relationships.
What the job involves:
- Partnering with portfolio company CFOs and finance teams to navigate scale-up challenges and implement best practices.
- Collaborating with transaction leads and portfolio executives to develop KPI reporting and internal metrics.
- Ensuring growth plans include appropriate capital allocations for portfolio finance development.
- Analyzing portfolio finance controls and supporting their implementation and growth.
- Conducting financial analyses to identify strengths and opportunities within new assets.
- Monitoring financial statements proactively to drive necessary changes.
- Overseeing cash levels and planning for portfolio companies.
- Managing internal reporting frameworks and analytics to support strategic decision-making.
- Maintaining accurate financial data within internal databases and coordinating with external providers.
- Enhancing management information to support value creation strategies.
- Ensuring smooth onboarding and system integration for new portfolio finance teams.
Who we are looking for:
- Qualified Accountant
- Extensive FP&A experience in a growing organization, preferably in technology, consumer, or manufacturing sectors.
- Strong analytical skills with a focus on cash management.
- Forensic approach to financial reporting.
- Excellent stakeholder engagement and communication skills.
- Proficiency in Excel and financial modelling.
- Interest in business growth, strategy, and commerciality.
Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK | London, UK employer: PER, Private Equity Recruitment
Contact Detail:
PER, Private Equity Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK | London, UK
✨Tip Number 1
Network with professionals in the finance and investment sectors, especially those who have experience in FP&A roles. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in portfolio finance.
✨Tip Number 2
Familiarise yourself with the specific financial metrics and KPIs that are crucial for growth equity investors. Understanding these will help you demonstrate your analytical skills and show how you can contribute to the company's success.
✨Tip Number 3
Prepare to discuss your previous experiences in cash management and financial analysis during interviews. Be ready to provide examples of how you've successfully navigated scale-up challenges and implemented best practices in past roles.
✨Tip Number 4
Research the company’s portfolio and recent investments. Being knowledgeable about their current projects and financial strategies will allow you to engage in meaningful conversations and demonstrate your genuine interest in the role.
We think you need these skills to ace Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your FP&A experience and any relevant qualifications. Emphasise your analytical skills, cash management expertise, and any previous roles in technology, consumer, or manufacturing sectors.
Craft a Compelling Cover Letter: In your cover letter, express your interest in the role and the company. Discuss how your background aligns with their needs, particularly your experience in financial analysis and stakeholder engagement.
Highlight Relevant Achievements: When detailing your work experience, focus on specific achievements that demonstrate your ability to implement financial controls, manage cash levels, and support strategic decision-making.
Showcase Your Technical Skills: Mention your proficiency in Excel and financial modelling explicitly. If you have experience with internal reporting frameworks or analytics tools, be sure to include that as well.
How to prepare for a job interview at PER, Private Equity Recruitment
✨Showcase Your FP&A Expertise
Make sure to highlight your extensive experience in financial planning and analysis. Be prepared to discuss specific examples of how you've successfully navigated scale-up challenges and implemented best practices in previous roles.
✨Demonstrate Strong Analytical Skills
Prepare to showcase your analytical skills, particularly in cash management. Bring examples of financial analyses you've conducted that identified strengths and opportunities within assets, and be ready to explain your forensic approach to financial reporting.
✨Engage with Stakeholders
Since excellent stakeholder engagement is crucial for this role, practice articulating how you've effectively communicated and collaborated with CFOs and finance teams in the past. Think of specific instances where your communication made a significant impact.
✨Be Proficient in Financial Modelling
Brush up on your Excel skills and financial modelling techniques. Be prepared to discuss how you've used these tools to support strategic decision-making and enhance management information in your previous positions.