Director of Financial Planning and Analysis

Pearse Professionals; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading investment firm is seeking a Director of Financial Planning and Analysis to drive performance reporting and strategic business planning. The role involves close collaboration with global finance teams and portfolio executives to ensure insightful financial deliverables. Candidates should have extensive experience in financial analysis and valuation, particularly in real assets and private fund structures.

Qualifications

• 7–9 years of experience in financial planning & analysis or corporate finance.
• Strong understanding of valuation processes.

Responsibilities

• Serve as the key finance liaison for the global head office team.
• Aggregate and analyse financial performance metrics for senior stakeholders.
• Oversee quarterly valuation processes across portfolio companies.

Skills

Communication

Financial Analysis

Valuation

Job description

Director of Financial Planning and Analysis

Direct message the job poster from Pearse Professionals

Senior Consultant - Portfolio & Senior Finance (Private Equity & Financial Services)

Overview

Pearse has been retained by a top-tier investment firm to appoint a Director of FP&A, responsible for driving performance reporting, valuation oversight, and strategic business planning across a diverse investment portfolio. The role will interface closely with global finance teams, investment leads, and portfolio company executives to ensure robust, consistent, and insight-driven financial deliverables.

Role & Responsibilities

• Serve as the key finance liaison for the global head office team, managing ad hoc data and analysis requests.
• Aggregate and analyse platform-level financial performance metrics, identifying trends and delivering actionable insights for senior stakeholders.
• Support capital raising efforts by preparing quantitative investor materials and responding to complex investor queries.
• Oversee quarterly valuation processes across portfolio companies, ensuring consistency with internal methodologies and market standards.
• Review and challenge business plans and projections to validate assumptions and assess value creation opportunities.
• Coordinate onboarding and reporting for new investments, ensuring compliance with internal reporting standards.
• Monitor cash and funding needs across portfolio companies and communicate requirements to the central finance team.
• Lead on special projects and deliver high-quality strategic analysis to support decision-making at a platform level.

Requirements

• 7–9 years of experience in financial planning & analysis, corporate finance, or portfolio management.
• Strong understanding of valuation processes.
• Background in Real Assets (Real-estate preferred).
• Experience working with private fund structures and investor reporting is beneficial.
• Clear communicator with the ability to present complex information in a simple, effective way.
• Confident working with senior internal and external stakeholders.
• Strong track record of interpreting complex financial models and transactions (e.g., M&A, disposals, financing).

Seniority level

• Director

Employment type

• Full-time

Job function

• Finance and Accounting/Auditing
• Industries: Real Estate, Financial Services, Venture Capital, and Private Equity

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