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For Companies At a Glance
- Tasks: Lead financial analysis and support portfolio companies in their growth journey.
- Company: Join a top growth equity investor making waves in the finance world.
- Benefits: Enjoy competitive pay, flexible working options, and a dynamic team environment.
- Why this job: Be part of an exciting growth phase, driving impactful financial strategies.
- Qualifications: Qualified Accountant with FP&A experience and strong analytical skills required.
- Other info: Ideal for those passionate about business growth and strategic finance.
The predicted salary is between 43200 - 72000 £ per year.
About our client
PER has partnered with a highly successful growth equity investor that is looking to bring on a Portfolio Finance Lead with FP&A experience to join the business through an exciting period of growth. This is a growth hire and will be responsible for the financial analysis, cash management performance and commercial finance support across the portfolio. The role will partner with portfolio finance teams to create robust financial control functions and KPI management. The role will support the investment process by supporting on commercial financial due diligence on new acquisitions. The role will support portfolio finance teams on managing and growing relationships with different vendors and support in driving the commercial finance roadmap.
What the job involves
- Partner with portfolio company CFOs and finance functions to guide them through scale-up challenges ensuring best practice.
- Working with the transaction lead and portfolio execs to implement KPI reporting and the tracking of these through appropriate internal metrics and MI reporting.
- Ensure growth plans include realistic capital allocations to the ongoing development of the portfolio finance team.
- Analyse portfolio finance controls and support portfolio finance teams on implementing change and growth plans.
- Support on the financial analysis of financial strengths and development opportunities within new assets.
- Monitor portfolio financial statements with a pro-active and assertive approach to driving change where necessary.
- Oversight of current and projected cash levels within portfolio companies and being proactive in cash planning for protective measures or fundraising plans.
- Oversight of the internal reporting and analytics framework for relevant portfolio companies to support decision making on portfolio company performance versus business plan.
- Manage internal database of portfolio company financial information and working with external technology providers to ensure all data is stored accurately.
- Work with portfolio company finance teams to continually enhance MI to support management to drive strategic decisions on building value within portfolio companies.
- Onboarding portfolio finance teams into the portfolio and ensure integration into systems and technologies.
Who we are looking for
- Qualified Accountant.
- Strong experience in financial planning and analysis (FP&A) within a growing organisation.
- Analytical mindset with a strong focus on cash management.
- Forensic approach to financial reporting.
- Experience in a growing technology, consumer or manufacturing organisation is preferred.
- Strong business partnering skills with stakeholders at all levels.
- Strong written and verbal communication skills.
- Strong Excel and financial modelling skills.
- Keen interest in business growth, commerciality, and strategy.
Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK - PER, Private Equit... 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 - PER, Private Equit...
✨Tip Number 1
Network with professionals in the finance and private equity sectors. Attend industry events, webinars, or local meetups to connect with individuals who may have insights into the company or role. Building these relationships can provide you with valuable information and potentially a referral.
✨Tip Number 2
Research the company’s portfolio and recent investments. Understanding their strategic focus and growth areas will allow you to tailor your discussions during interviews, demonstrating your genuine interest and knowledge about their operations.
✨Tip Number 3
Prepare to discuss your experience with financial planning and analysis in detail. Be ready to share specific examples of how you've successfully managed cash flow, implemented KPIs, or supported financial due diligence in previous roles.
✨Tip Number 4
Showcase your analytical skills by preparing a case study or analysis relevant to the role. This could involve a mock financial analysis of a portfolio company or a presentation on how you would approach cash management challenges, highlighting your proactive mindset.
We think you need these skills to ace Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK - PER, Private Equit...
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Portfolio Finance Lead position. Tailor your application to highlight relevant experience in financial planning and analysis (FP&A) and your ability to partner with stakeholders.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in cash management and financial reporting. Use specific examples from previous roles that demonstrate your analytical mindset and business partnering skills.
Showcase Your Skills: Make sure to mention your strong Excel and financial modelling skills. If you have experience in a growing technology, consumer, or manufacturing organisation, be sure to include that as it aligns with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your keen interest in business growth and strategy. Make it personal and engaging to stand out from other applicants.
How to prepare for a job interview at PER, Private Equity Recruitment
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of what the Portfolio Finance Lead role entails. Familiarise yourself with FP&A processes, cash management, and how these relate to growth equity investing. This will help you articulate your relevant experience effectively.
✨Showcase Your Analytical Skills
Given the emphasis on financial analysis and reporting in this role, be prepared to discuss specific examples where you've successfully used your analytical skills. Highlight any experience you have with KPI tracking and financial modelling, as these are crucial for the position.
✨Demonstrate Business Partnering Experience
The role requires strong business partnering skills, so think of instances where you've collaborated with stakeholders at various levels. Be ready to explain how you’ve guided teams through financial challenges and contributed to strategic decision-making.
✨Prepare Questions About Growth Strategies
Since the company is focused on growth, prepare insightful questions about their growth strategies and how the finance team supports these initiatives. This shows your interest in the company's future and your proactive approach to understanding their business model.
