Head of FP&A - Private Equity & Venture Capital

Role Overview

The Head of FP&A is a newly created position within the transformed Finance team, reporting directly to the CFO. The role is a FP&A leadership position within the function and carries accountability for the Group’s and Funds’ financial planning, analysis and performance reporting across all investment strategies.

The successful candidate will lead a team of 3–4 FP&A professionals and work closely with finance, investment and portfolio value creation teams.

This is a high-profile, hands‑on leadership role with significant exposure to the CFO and Executive Committee. The successful individual will act as a strategic partner to senior management, providing analytically rigorous and commercially grounded insight to support strategic planning, investor communications and capital allocation.

• Lead the Group’s consolidated forecasting, budgeting and long‑term planning processes across all strategies and legal entities
• Prepare and own Group forecasts, including liquidity analysis, cost optimisation initiatives, earnings quality analysis and strategy profitability reporting
• Produce board‑level and investor‑facing performance packs, including commentary and financial narrative
• Prepare holding‑level valuation packs including KPI analysis, methodology review, cross‑checks and audit support alongside investment teams
• Provide analytical support for dividends, share buybacks and equity issuances
• Support financial modelling relating to debt facilities, including covenant monitoring, draw‑down scenarios and refinancing analysis
• Provide analytical support for venture/growth investments including portfolio KPI reporting, runway analysis and performance benchmarking
• Own the end‑to‑end fund FP&A cycle across Private Equity funds
• Support capital call and distribution planning processes, coordinating with fund administration teams and reviewing investor commitments against fund documentation
• Calculate and validate management fees across multiple fund vintages
• Monitor and report fund operating costs, including budget tracking and variance analysis
• Conduct ongoing monitoring of fund documentation, side letter obligations and distribution waterfalls
• Prepare fund‑level valuation packs in coordination with investment teams
• Support fund facility modelling, covenant analysis and refinancing scenarios
• Provide portfolio company FP&A support including KPI analysis, forecasting and benchmarking exercises

• Lead or support ad hoc strategic finance projects at the direction of the CFO and Executive Committee, including financial modelling and capital markets analysis
• Support investor communications and preparation of investor presentations

• Lead the FP&A team, including day‑to‑day management, development and mentoring
• Act as a key FP&A business partner to the CFO, Executive Committee, finance and investment teams
• Drive continuous improvement across FP&A processes, reporting and planning capabilities

• Maintain and develop AI‑enhanced forecasting, reporting and valuation tools
• Support wider finance transformation initiatives focused on AI usage, automation and reporting enhancement