Financial Planning and Analysis Manager – Private Equity

Company: EquiTalent
Apply for the Financial Planning and Analysis Manager – Private Equity
Location: Newbury
Job Description:

This role sits within the Group Finance team and combines FP&A, financial modelling and commercial finance support. The focus is on providing robust financial analysis and forward-looking insight, while working closely with senior stakeholders to understand performance, challenge assumptions and support business decisions.

Key areas will include:

  • Supporting the Group budget and forecasting cycles, from planning and preparation through to consolidation and review.
  • Providing finance support to senior leaders across central functions, including cost management, headcount planning and investment decisions.
  • Producing analysis and management information covering Group performance, key trends, underlying drivers, risks and opportunities.
  • Taking ownership of the Group’s three-year planning model and ensuring it remains accurate, well maintained and aligned to the wider business plan.
  • Developing financial models and scenario analysis to support strategic planning and decision-making.
  • Working closely with the Finance Director, CFO and wider leadership team on financial analysis, planning and ad-hoc commercial requirements.

Experience and technical requirements

Required

  • ACA, ACCA or CIMA qualified.
  • Strong experience across FP&A, commercial finance or finance business partnering.
  • Experience working with senior stakeholders and providing meaningful financial challenge and insight.
  • Strong budgeting and forecasting experience, preferably within a Group or multi-entity environment.
  • Advanced Excel and financial modelling skills, including experience building and maintaining multi-year models.
  • Strong analytical skills, with the ability to interpret financial and operational data and communicate the key messages clearly.
  • Comfortable working in a fast-paced environment with multiple priorities and tight reporting and planning deadlines.

Highly desirable

  • Experience within transaction services / transaction-related environments, with an understanding of financial due diligence, deal analysis, acquisitions or post-transaction activity.
  • Experience in a private-equity-backed, acquisitive or high-growth business.
  • Experience of three-year planning, long-range forecasting and strategic modelling.
  • Experience working across multiple entities or recently acquired businesses.Experience within technology, IT services, managed services or another recurring-revenue environment.
  • Familiarity with modern FP&A, consolidation or planning systems.

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Posted: September 21st, 2026