Financial Planning and Analysis Manager

Lote Global Investments; United Kingdom; On-site; GBP 60,000 - 70,000; Full time

Job summary

Lote Global Investments seeks a Financial Planning and Analysis (FP&A) Manager to oversee investment financial planning, cash flow forecasting, and stakeholder engagement. The successful candidate will collaborate with investment teams to enhance performance, develop financial reports, and act as a trusted financial advisor, all within a fast-paced investment environment.

Benefits

Private Medical Insurance including Optical & Dental Coverage

Discretionary annual bonus

Qualifications

• Proven experience leading teams and working at Board level.
• Ability to multi-task and manage projects to deadlines.
• Experience in financial planning and analysis.

Responsibilities

• Drive and deliver business planning for all investments creating consolidated FP&A view.
• Focus on cash flow modelling and funding position management.
• Monitor financial performance against budgets and identify variances.

Skills

Leadership

Communication

Financial Modelling

Analytical Thinking

Stakeholder Engagement

Job description

2 days ago Be among the first 25 applicants

Job Title: Financial Planning and Analysis (FP&A) Manager

Reporting to: Group Financial Controller

Division / Department: Finance

Job Purpose:

Lote Global Investments (Lote) is a shariah-compliant single-family International Investment Office focused on real estate and private equity.As part of its private equity activities, Lote Global acquires long-term stakes in a range of companies across multiple sectors, with a view to providing these new subsidiaries with corporate capability support to enable them to achieve strategic growth objectives and good governance.

Responsibilities:

• Finance business partnering with key stakeholders across both private equity and real estate interests, (primarily based in Chester and Manchester, will involve some travel)
• You will own, drive and deliver the business planning for all investments creating the schedules and timetables to then provide the consolidated FP&A view of all investments for Lote HQ
• This role will also focus on cash flow modelling utilising the business planning to forecast what funds may be required from the parent group for the investments to then manage the funding position ensuring the end to end cashflow is in line with forecasted expectations.
• You will also be involved closely in working with the investments to identify any performance issues and make recommendations and support the investments to perform in the most efficient way with robust controls and clear, transparent numbers reported.
• Develop and implement financial planning processes, including annual budgeting and long-term forecasting, for the investment group and its subsidiaries.
• Work with investment companies to create accurate and achievable financial targets aligned with Lote’s strategic objectives.
• Monitor financial performance against budgets, identify variances, and provide timely analysis and recommendations for corrective actions.
• Evaluate potential investment opportunities, perform financial due diligence, and present investment recommendations to senior management.
• Conduct financial modelling, sensitivity analysis, and scenario planning to assess the impact of different investment strategies on overall portfolio performance.
• Collaborate with investment teams to analyse the financial performance of existing investments, identify areas for improvement, and recommend value-enhancing initiatives.
• Prepare and deliver regular financial reports, management dashboards, and KPIs to senior management and stakeholders.
• Provide meaningful insights and analysis on financial trends, key performance drivers, and emerging risks to support strategic decision-making.
• Assist in the preparation of presentations for board meetings, investor updates, and other important forums.
• Assess capital requirements and collaborate with the finance team to plan and manage capital raising initiatives.
• Collaborate with the executive team and business leaders to develop and refine the overall strategic plan of the investment group.
• Act as a trusted financial advisor, providing insights and financial expertise to support business strategy development and execution.

Key Skills:

• Driven, pro-active with proven experience leading teams and working at Board level
• Ability to multi-task and manage projects to deadlines
• Excellent written communication, verbal communication, presentation, and stakeholder engagement
• Ability and desire to play an active role across all areas of a new company
• Motivated team-player who showcases honesty, integrity, and humility

Experience / Qualifications:

Renumeration

• The role offers a salary of £60,000, though we are open to negotiation for an exceptional candidate
• Private Medical Insurance (plus Optical & Dental Coverage) is provided to all employees and their family members
• A discretionary annual bonus is also available for all staff members

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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