To support the Portfolio / Corporate Development function in monitoring and analysing the financial and commercial performance of Group portfolio companies, providing high-quality financial analysis, modelling, due diligence and strategic insights to support senior management, shareholder and investment decision-making.
Key Responsibilities
- Monitor and analyse the financial and commercial performance of Group portfolio companies, identifying key performance drivers, risks, opportunities and areas requiring management attention.
- Conduct detailed analysis of Quality of Earnings, EBITDA, Net Working Capital, Net Debt, cash generation and overall financial performance.
- Analyse monthly and quarterly results against budget, forecast and prior-year performance, clearly identifying key variances and underlying business drivers.
- Develop and maintain financial models, cash flow forecasts and scenario analyses to support business planning, investment decisions and strategic initiatives.
- Support M&A and Corporate Development activities, including acquisition assessment, financial modelling, due diligence, investment analysis and preparation of investment papers.
- Prepare high-quality materials for Board, Shareholder and Investment Committee meetings, translating complex financial analysis into clear and commercially focused conclusions.
- Work closely with CFOs, senior management and portfolio company leadership teams to understand business performance, challenge assumptions and identify areas for improvement.
- Monitor cash flow, working capital, leverage, liquidity and other key financial and operational metrics across portfolio companies.
- Support strategic projects and value creation initiatives aimed at improving profitability, cash generation and operational performance.
- Develop robust reporting and forecasting tools using advanced Excel and analyse large and complex datasets to generate meaningful business insights.
- Prepare clear and concise PowerPoint presentations for senior management, Board and shareholder consumption.
- Build and maintain effective relationships with portfolio company management, external advisers and other senior stakeholders.
- Take ownership of assigned workstreams from initial analysis through to development of conclusions, recommendations and senior stakeholder presentations, with limited supervision.
- Provide ad hoc financial, commercial and strategic analysis to support senior management and shareholder decision-making.
Education
- ACA / ACCA / CFA or equivalent professional qualification.
- 6 to 8 years of Firm Experience in similar functions.