Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK | London, UK

PER, Private Equity Recruitment; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Portfolio Finance Lead with FP&A expertise to join their dynamic team during a significant growth phase. This role offers the chance to engage in financial analysis, cash management, and commercial finance support across a diverse portfolio. You'll collaborate with CFOs and finance teams, ensuring strong financial controls and effective KPI management. If you have a forensic approach to financial reporting and a passion for business growth, this is an exciting opportunity to make a meaningful impact in a growing organization.

Qualifications

• Qualified Accountant with extensive FP&A experience in a growing organization.
• Strong analytical skills focused on cash management and financial reporting.

Responsibilities

• Partner with portfolio company CFOs to implement financial controls and KPI management.
• Conduct financial analyses to identify strengths and opportunities within new assets.

Skills

FP&A Expertise

Financial Analysis

Cash Management

Stakeholder Engagement

Analytical Skills

Education

Qualified Accountant

Tools

Excel

Financial Modelling

Job description

Portfolio Finance Lead (FP&A), Successful Growth Equity Investor, London, UK

This role offers an exciting opportunity to join a successful growth equity investor as a Portfolio Finance Lead with FP&A expertise, during a significant growth phase. The position involves financial analysis, cash management, and commercial finance support across the portfolio, partnering with finance teams to establish strong financial controls and KPI management. Additionally, it supports investment processes through financial due diligence on acquisitions and managing vendor relationships.

What the job involves

• Partnering with portfolio company CFOs and finance teams to navigate scale-up challenges and implement best practices.
• Collaborating with transaction leads and portfolio executives to develop KPI reporting and internal metrics.
• Ensuring growth plans include appropriate capital allocations for portfolio finance development.
• Analyzing portfolio finance controls and supporting their implementation and growth.
• Conducting financial analyses to identify strengths and opportunities within new assets.
• Monitoring financial statements proactively to drive necessary changes.
• Overseeing cash levels and planning for portfolio companies.
• Managing internal reporting frameworks and analytics to support strategic decision-making.
• Maintaining accurate financial data within internal databases and coordinating with external providers.
• Enhancing management information to support value creation strategies.
• Ensuring smooth onboarding and system integration for new portfolio finance teams.

Who we are looking for

• Qualified Accountant
• Extensive FP&A experience in a growing organization, preferably in technology, consumer, or manufacturing sectors.
• Strong analytical skills with a focus on cash management.
• Forensic approach to financial reporting.
• Excellent stakeholder engagement and communication skills.
• Proficiency in Excel and financial modelling.
• Interest in business growth, strategy, and commerciality.

Note: You will be redirected to the company’s website to complete your application.