Investment Reporting & Financial Analysis Manager

Vital Energi; Lancashire; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading energy company in the UK seeks a skilled finance professional to provide analytical support and reporting for critical investment decisions. The role involves financial modelling, budgeting, and liaising with external investors. Candidates must hold a Chartered Accountant qualification and have over 5 years of relevant experience in corporate finance or investment banking. Exceptional communication and analytical skills are essential.

Qualifications

• 5+ years in corporate finance, investment banking, or FP&A role.
• Experience in public limited company financial governance.
• Ability to present complex information to senior stakeholders.

Responsibilities

• Analyze financial statements and investment results.
• Coordinate budget and forecasting process.
• Prepare presentation materials for Investment Committee.
• Review and assure financial models.
• Act as a liaison between Project Development and finance teams.

Skills

Financial modelling

Accounting knowledge

Communication skills

Collaboration

Analytical skills

Education

Fully Qualified Chartered Accountant (ACA, ACCA, CIMA)

CFA certification

Tools

Advanced Excel

Job description

Overview

Reporting directly to the Chief Financial Officer, this is a high-visibility, hands-on role that acts as the primary analytical bridge between the Finance team, the Project Development team (including their techno-economic models (TEMs)), the Investment Committee, and our institutional investors. You will own and perform the necessary financial modelling and data synthesis required for high-stakes decision-making, and translate technical findings into compelling reports and presentations.

Responsibilities

• Financial & Insight Analysis: Apply strong accounting knowledge to interpret and analyse financial statements and investment results, synthesising complex financial data into clear, actionable insights that drive senior decision-making by the CEO/CFO and Investment Committee.
• Budgeting and Forecasting: Collate and coordinate the budget and forecasting process, ensuring alignment with the strategic plan and investor expectations.
• Investment Committee (IC) Material: Prepare, synthesise, and present complex financial information and project proposals for review by the Investment Committee, including writing executive summaries and preparing presentation slides that articulate project risk, sensitivity analysis, return, and valuation.
• Financial Model Review & Assurance: Directly review, challenge, and stress-test complex financial models (DCF, NPV, IRR) used for project sanctioning and valuation purposes covering SPV, AssetCo, and consolidated group levels.
• Techno-Economic Model (TEM) Liaison: Act as the critical link between the Project Development team\'s TEMs and the financial models, translating technical inputs into robust financial forecasts.
• Valuation Monitoring: Routinely track and update business valuation and Enterprise Value (EV) calculations based on actual financial performance and the secured order book, reporting key variances to senior management.
• Process Improvement & Collaboration: Drive improvements in reporting processes and documentation across the team. Collaborate with internal teams to ensure timely and accurate collection of input data.
• External Investor Reporting: Own the end-to-end production of bespoke quarterly and ad-hoc financial and operational reports required by our external debt and equity partners, ensuring timely delivery, accuracy, and adherence to covenant and contractual reporting requirements.
• Statutory & PLC Readiness: Ensure all external financial reports and disclosures adhere to best practice standards and maintain strong internal controls, providing support for statutory accounts production and PLC financial governance and reporting standards.
• Stakeholder Liaison: Act as a central point of contact for external communication regarding financial performance, project updates, and data queries from investors and financial due diligence advisors.

Join Vital Energi\'s Corporate Finance team at a crucial point in our growth journey. We are seeking an analytical and commercially minded individual to manage communication and reporting with our external investors and provide robust analysis for internal investment decisions.

Qualifications

• Qualification: Fully Qualified Chartered Accountant (ACA, ACCA, CIMA) or equivalent relevant qualification (e.g., CFA).
• Experience: Significant experience (5+ years) in a corporate finance, investment banking, transaction services, or FP&A role within the infrastructure, utilities, or renewable energy sector. Proven exposure to Public Limited Company (PLC) financial governance, compliance, or statutory reporting standards is highly desirable. Experience presenting to senior stakeholders (Board/IC) is essential. Strong understanding of debt covenants and valuation metrics.
• Model Expertise (Mandatory): Advanced financial modelling skills (including Excel mastery) with proven ability to build, review, audit, and interrogate complex project finance or valuation models without relying on a dedicated team.
• Soft Skills: Must possess exceptional written and verbal communication skills, the ability to distil complex financial data into clear insights that drive decision-making, and demonstrated ability to collaborate effectively across functional teams.
• Legal/work eligibility: Only applicants who are legally entitled to work in the UK and are currently resident in the UK are invited to apply.