Financial Planning and Analysis Manager - Private Equity

EquiTalent; Newbury; On-site; GBP 65,000 - 90,000; Full time

Job summary

EquiTalent is seeking an experienced FP&A professional to join its Group Finance team. You will deliver robust financial analysis, multi-year modelling and forward-looking insight to support senior stakeholders in decision-making.

Responsibilities include coordinating budgeting and forecasting cycles, building scenarios, and challenging assumptions to improve performance across the group. You will work closely with the Finance Director, CFO and leadership on strategic finance needs.

Qualifications

• ACA, ACCA or CIMA qualification required.
• Strong FP&A, commercial finance or business partnering experience.
• Experience dealing with senior stakeholders and providing financial challenge.
• Strong budgeting/forecasting experience in multi-entity environments.
• Advanced Excel and multi-year modelling skills.

Responsibilities

• Support Group budget and forecasting cycles from planning to consolidation.
• Provide finance support to senior leaders, including cost management and investment decisions.
• Produce analysis and MI on Group performance, drivers, risks and opportunities.
• Own the Group three-year planning model and keep it aligned with the business plan.
• Develop financial models and scenario analyses for strategic planning.
• Collaborate with the Finance Director, CFO and leadership on ad-hoc needs.

Skills

FP&A experience

Financial modelling

Advanced Excel

Stakeholder management

Budgeting & forecasting

Data analysis

Education

ACA/ACCA/CIMA qualification

Tools

Excel

Job description

This role sits within the Group Finance team and combines FP&A, financial modelling and commercial finance support. The focus is on providing robust financial analysis and forward-looking insight, while working closely with senior stakeholders to understand performance, challenge assumptions and support business decisions.

Key areas will include:

• Supporting the Group budget and forecasting cycles, from planning and preparation through to consolidation and review.
• Providing finance support to senior leaders across central functions, including cost management, headcount planning and investment decisions.
• Producing analysis and management information covering Group performance, key trends, underlying drivers, risks and opportunities.
• Taking ownership of the Group's three-year planning model and ensuring it remains accurate, well maintained and aligned to the wider business plan.
• Developing financial models and scenario analysis to support strategic planning and decision-making.
• Working closely with the Finance Director, CFO and wider leadership team on financial analysis, planning and ad-hoc commercial requirements.

Experience and technical requirements

Required

• ACA, ACCA or CIMA qualified.
• Strong experience across FP&A, commercial finance or finance business partnering.
• Experience working with senior stakeholders and providing meaningful financial challenge and insight.
• Strong budgeting and forecasting experience, preferably within a Group or multi-entity environment.
• Advanced Excel and financial modelling skills, including experience building and maintaining multi-year models.
• Strong analytical skills, with the ability to interpret financial and operational data and communicate the key messages clearly.
• Comfortable working in a fast-paced environment with multiple priorities and tight reporting and planning deadlines.

Highly desirable

• Experience within transaction services / transaction-related environments, with an understanding of financial due diligence, deal analysis, acquisitions or post-transaction activity.
• Experience in a private-equity-backed, acquisitive or high-growth business.
• Experience of three-year planning, long-range forecasting and strategic modelling.
• Experience working across multiple entities or recently acquired businesses.Experience within technology, IT services, managed services or another recurring-revenue environment.
• Familiarity with modern FP&A, consolidation or planning systems.