JSS
Head of FP&A - Private Equity & Venture Capital
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Head of FP&A - Private Equity & Venture Capital
Our client is a highly regarded international investment platform managing capital across complementary investment strategies including Private Equity & Venture Capital.
The Group Finance function sits at the centre of the platform, supporting the management company, listed structures and fund entities. The finance team has recently undergone a significant Target Operating Model transformation, creating dedicated pillars across Corporate Accounting, Fund Accounting, Group FP&A, Fund FP&A, Financial Compliance and Financial AI & Data.
Role Overview:
The Head of FP&A is a newly created position within the transformed Finance team, reporting directly to the CFO. The role is a FP&A leadership position within the function and carries accountability for the Group’s and Funds’ financial planning, analysis and performance reporting across all investment strategies.
The successful candidate will lead a team of 3–4 FP&A professionals and work closely with finance, investment and portfolio value creation teams.
This is a high-profile, hands-on leadership role with significant exposure to the CFO and Executive Committee. The successful individual will act as a strategic partner to senior management, providing analytically rigorous and commercially grounded insight to support strategic planning, investor communications and capital allocation.
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Key Responsibilities:
Group FP&A Lead the Group’s consolidated forecasting, budgeting and long-term planning processes across all strategies and legal entities Prepare and own Group forecasts, including liquidity analysis, cost optimisation initiatives, earnings quality analysis and strategy profitability reporting Produce board-level and investor-facing performance packs, including commentary and financial narrative Prepare holding-level valuation packs including KPI analysis, methodology review, cross-checks and audit support alongside investment teams Provide analytical support for dividends, share buybacks and equity issuances Support financial modelling relating to debt facilities, including covenant monitoring, draw-down scenarios and refinancing analysis Provide analytical support for venture/growth investments including portfolio KPI reporting, runway analysis and performance benchmarking
Fund FP&A Own the end-to-end fund FP&A cycle across Private Equity funds Support capital call and distribution planning processes, coordinating with fund administration teams and reviewing investor commitments against fund documentation Calculate and validate management fees across multiple fund vintages Monitor and report fund operating costs, including budget tracking and variance analysis Conduct ongoing monitoring of fund documentation, side letter obligations and distribution waterfalls Prepare fund-level valuation packs in coordination with investment teams Support fund facility modelling, covenant analysis and refinancing scenarios Provide portfolio company FP&A support including KPI analysis, forecasting and benchmarking exercises
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Strategic Projects & Investor Communication Lead or support ad hoc strategic finance projects at the direction of the CFO and Executive Committee, including financial modelling and capital markets analysis Support investor communications and preparation of investor presentations
Leadership & Team Management Lead the FP&A team, including day-to-day management, development and mentoring Act as a key FP&A business partner to the CFO, Executive Committee, finance and investment teams Drive continuous improvement across FP&A processes, reporting and planning capabilities
AI, Data & Systems Maintain and develop AI-enhanced forecasting, reporting and valuation tools Support wider finance transformation initiatives focused on AI usage, automation and reporting enhancement
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