How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Head of FP&A - Private Capital
About the Business
Our client is a highly regarded international investment platform managing a multi-billion-dollar portfolio across complementary investment strategies, including Private Equity, Venture Capital, and Listed Holdings. With an international footprint, the platform invests across a diverse range of sectors, including financial services, technology, infrastructure, and consumer businesses.
The Group Finance function sits at the heart of the organisation, supporting the management company, listed entities, and investment funds. Following a significant Target Operating Model transformation, the finance function has evolved into specialist centres of excellence across Corporate Accounting, Fund Accounting, Group FP&A, Fund FP&A, Financial Compliance, and Financial AI & Data, creating a modern, scalable finance platform to support continued growth.
Role Overview
Reporting directly to the Chief Financial Officer, the Head of FP&A is a newly created leadership position within the transformed Finance function. The role is responsible for leading the Group's and Funds' financial planning, analysis, and performance reporting across all investment strategies.
Managing a team of 3–4 FP&A professionals, the successful candidate will partner closely with finance, investment, and portfolio value creation teams, providing commercially focused analysis and strategic insight to support business performance and investment decision-making.
This is a high-profile, hands-on leadership opportunity offering significant exposure to the CFO and Executive Committee. The successful individual will act as a trusted adviser to senior leadership, supporting strategic planning, capital allocation, investor communications, and finance transformation initiatives.
Key Responsibilities
Group FP&A
- Lead the Group's consolidated budgeting, forecasting, and long-term planning processes across all investment strategies and legal entities.
- Prepare and own Group forecasts, including liquidity analysis, earnings quality reporting, profitability analysis, and cost optimisation initiatives.
- Produce Board and Executive Committee reporting packs, delivering insightful financial commentary and performance analysis.
- Prepare holding company valuation packs, including KPI analysis, valuation methodology reviews, sensitivity analysis, and audit support alongside investment teams.
- Provide financial analysis supporting dividends, share buybacks, and equity issuances.
- Develop financial models relating to debt facilities, including covenant monitoring, drawdown scenarios, and refinancing analysis.
- Deliver analytical support for venture and growth investments, including portfolio KPI reporting, runway analysis, and performance benchmarking.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Fund FP&A
- Lead the end-to-end FP&A process across the Group's Private Equity funds.
- Support capital call and distribution planning, coordinating with fund administrators and reviewing investor commitments against fund documentation.
- Calculate and validate management fees across multiple fund vintages.
- Monitor and report fund operating costs through budgeting, forecasting, and variance analysis.
- Conduct ongoing monitoring of fund documentation, side letter obligations, and distribution waterfalls.
- Prepare fund-level valuation packs in partnership with investment teams.
- Support fund facility modelling, covenant analysis, and refinancing scenarios.
- Provide FP&A support to portfolio companies, including forecasting, KPI analysis, and benchmarking.
Strategic Projects & Investor Communications
- Lead or support strategic finance projects at the direction of the CFO and Executive Committee, including financial modelling, capital markets analysis, and business case development.
- Support investor communications through the preparation of investor presentations, financial materials, and strategic reporting.
- Contribute to initiatives focused on capital allocation, corporate strategy, and long-term value creation.
Leadership & Team Management
- Lead, mentor, and develop the FP&A team, fostering a collaborative, high-performance culture.
- Act as the primary FP&A business partner to the CFO, Executive Committee, finance, and investment teams.
- Drive continuous improvement across budgeting, forecasting, reporting, and planning processes.
- Champion best practice across financial analysis, reporting quality, and stakeholder engagement.
AI, Data & Systems
- Maintain and enhance AI-enabled forecasting, reporting, and valuation tools.
- Support broader finance transformation initiatives focused on automation, data analytics, and reporting enhancements.
- Promote the effective use of technology to improve planning accuracy and decision support.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Candidate Profile
Experience
- Approximately 10 years' relevant experience across FP&A, strategic finance, financial modelling, or investment finance.
- Experience within Private Equity, asset management, investment holding companies, or listed financial services organisations is strongly preferred.
- Exposure to multi-jurisdictional structures and international operations.
- Proven experience preparing Board and investor-level reporting.
- Previous leadership or people management experience, including coaching and developing finance professionals.
Technical Skills
- Advanced FP&A and financial modelling capability.
- Strong understanding of accounting principles relating to investment entities, consolidations, and financial instruments.
- Experience producing Board and investor reporting.
- Strong commercial judgement across liquidity management, capital allocation, and strategic planning.
- Knowledge of valuation methodologies including DCF, trading comparables, and NAV analysis.
- Experience modelling debt facilities and treasury structures.
- Exposure to AI and finance automation tools would be advantageous.
Personal Attributes
- Commercially minded with strong analytical capability.
- Proactive, self-motivated, and comfortable operating within a lean, high-performing environment.
- Excellent communication and stakeholder management skills.
- Collaborative leadership style with a passion for developing teams.
- High levels of integrity, professionalism, and attention to detail.
What the Business Offers
- A highly visible FP&A leadership role with direct access to the CFO and Executive Committee.
- Broad exposure across a unique international, multi-strategy investment platform.
- The opportunity to shape FP&A processes, technology, and team capability during an exciting period of transformation.
- A collaborative, intellectually stimulating, and high-performing culture.
- Excellent long-term career progression and professional development opportunities.
Search Process
This appointment is being conducted on a strictly confidential basis. All enquiries and applications should be directed exclusively to the appointed executive search firm.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location