Financial Planning & Analysis; FP Manager; UAEN

Position: Financial Planning & Analysis (FP & A) Manager (UAEN)

Purpose

The FP&A Manager leads financial planning, budgeting, forecasting, and performance management across a Sovereign Wealth Fund portfolio. The role integrates corporate FP&A with fund accounting oversight, delivering insights on portfolio performance, asset allocation, liquidity, and returns.

Strategic Responsibilities

• Partner with Executive Management on corporate and portfolio performance
• Support investment strategy, asset allocation, and capital deployment
• Perform scenario analysis on markets, valuations, and liquidity
• Align planning with long‑term mandates and return objectives
• Evaluate investment and divestment decisions
• Integrate fund accounting outputs into decision‑making

Core Responsibilities
1. Financial Planning, Budgeting & Forecasting

• Lead corporate and portfolio-level planning
• Develop multi‑year plans covering cash flows, capital calls, and NAV
• Monitor liquidity and commitments

2. Performance Analysis & Reporting

• Deliver consolidated portfolio reporting
• Analyze IRR, MOIC, and valuation movements
• Provide dashboards on performance, liquidity, and risk

3. Financial Modelling & Investment Support

• Build valuation and scenario models
• Support investment committee materials
• Evaluate capital deployment strategies

4. Fund Accounting Integration

• Reconcile NAV, capital accounts, and financials
• Interpret capital calls and valuation adjustments
• Support fund structures and SPV consolidation

5. Data & Systems

• Integrate FP&A, portfolio, and accounting systems
• Drive automation and data governance

KPIs & Performance Metrics

• Portfolio return vs benchmark
• Forecast accuracy
• Liquidity coverage ratio
• Timeliness of reporting
• Data accuracy and reconciliation breaks
• Investment decision support effectiveness

Education & Qualifications

• Bachelor’s in finance/accounting
• CFA preferred; CPA/ACCA/CMA advantageous

Experience Requirements

• 8–10 years in FP&A or asset management
• Experience in SWF, private equity, or multi‑asset portfolios
• Strong exposure to fund accounting and NAV reporting