Asset Investment Planning Lead

2 days ago


London, Greater London, United Kingdom PER, Private Equity Recruitment Full time
About Our Client

We are partnering with a leading multi-asset investment firm to bring in an FP&A Lead to their London-based finance function. This is a great opportunity to provide key financial insights and take ownership of budgeting and long-term planning across the group.

What the Job Involves
  1. Support of group financial planning, modelling, and forecasting to drive business performance and growth.
  2. Annual budgeting process and regular reporting to ensure timely and accurate financial information.
  3. Implementation of process improvements to provide efficient scenario planning capabilities and insightful analysis of business performance and forecasts.
  4. Lead all financial modelling and reforecasting, including P&L, balance sheet, and cash flow.
  5. Prepare, review, and monitor full monthly management reporting and explain variances to budget and forecasts.
  6. Support the development of existing and new systems to reduce dependency on Excel and improve efficiencies and timeliness.
Who We Are Looking For
  1. Qualified accountant with FP&A experience and financial services background.
  2. A confident business partner with exposure to fast-paced high-growth environments.
  3. Experience collaborating with a wide range of business units in a global work environment.
  4. Hands-on approach with a readiness to be flexible and pragmatic.
  5. Strong attention to detail and ability to work under pressure.


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