Trace | Expert Accountancy & Finance Recruitment
FP&A Analyst
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FP&A Analyst, Financial Services - £80,000 - £95,000 + bens + bonus
We’re recruiting for an established UK-based PE Investor who has a particular focus on the Aviation sector, so if you have a passion or an interest in an asset-heavy industry, this is a brilliant role for you.
Reporting to the Finance Director, you will be responsible for the quarterly and ad-hoc Analysis, modelling and reporting of all key performance metrics for an investment fund and the performance of their physical assets.
You’ll work with all commercial decision makers, C-suite and investor relations teams to deliver insightful financial analysis and reporting to enable the best decision-making across the business.
Perfect role for an experienced FP&A Analyst or Finance Business Partner with a passion for PE and Fund Investment.
Key Responsibilities:
- Produce and deliver investor reporting packages, including fund valuations, performance metrics (IRR, MOIC, DPI), asset valuations, cash flow forecasts, and detailed financial analysis.
- Manage financial planning and forecasting processes, supporting annual budgets, management fee projections, distribution forecasts, and long-term fund performance planning.
- Perform fund performance and scenario analysis to evaluate investment returns, portfolio outcomes, and strategic decision-making opportunities.
- Develop and maintain financial models to assess investment transactions, asset disposals, financing structures, and lease-versus-sale scenarios.
- Conduct variance and cash flow analysis to optimise fund liquidity, working capital requirements, and capital deployment strategies.
- Support capital allocation activities.
- Partnered with Corporate Finance and investment teams to evaluate transaction opportunities and portfolio-level investment decisions.
- Monitor portfolio performance and fund equity positions, providing analysis on exit strategies, asset monetisation opportunities, and value creation initiatives.
- Prepare management reporting and performance dashboards, providing key financial insights and KPIs to senior leadership, investors, and board stakeholders.
- Coordinate with external auditors, fund administrators, and tax advisors to support annual audits, regulatory reporting, and tax compliance requirements.
- Build strong relationships with investors, board members, and external service providers.
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Qualifications and Experience:
- Qualified Accountant (ACA/ACCA/CIMA) with 3 - 6 years’ experience within FP&A.
- Experience within Financial Services, Asset Finance or Aviation-related environment.
- Strong analytical and problem-solving skills.
- Strong business partnering skills, with the ability to articulate the drivers of financial performance to business stakeholders (‘tell the story’).
- Must have strong Excel modelling skills.
- Ability to work with stakeholders to optimise performance/harness opportunities / mitigate risks.
- Excellent written and verbal communication skills.
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Cultural fit is key, and in this instance, we need someone who is energetic, driven and genuinely commercially oriented but who also has a pro-active and extremely curious!!!
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.
If you have any further questions regarding accessibility throughout the process, then please get in touch DEIB@tracerecruit.com or call a member of our DEIB Champions team.
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