FP&A Manager – Global Private Equity Fund

FP&A Manager – Revenue | Leading Global Private Markets Firm | London

I’m delighted to be partnering with a leading global private markets firm on a newly created FP&A Manager role in its London Group Finance team.

This role sits at the centre of how the firm forecasts and reports revenue. You’ll work closely with senior Finance leadership and the investment teams, and gain exposure to how a global alternatives business plans, measures and communicates its performance.

The role

Forecasting, budgeting and reporting

• Own the end-to-end revenue forecast, covering management fees, carried interest, investment returns, and the underlying AUM and fundraising KPIs
• Lead the monthly forecast and annual budget cycles, working to a structured monthly calendar
• Review data quality and provide actual vs budget analysis for Finance leadership
• Own the monthly Board reporting for the FP&A team, combining revenue and cost data into strategy and Group-level Board packs
• Prepare reporting and month-end commentary in Workiva, reviewing team outputs to ensure they are accurate, consistent and well presented before circulation

Data integrity and systems

• Own the integrity of financial and fund data as it moves between Anaplan, Tagetik and Workiva
• Perform and document reconciliations and control checks at each stage, resolving breaks so that every Board and external figure ties back to source
• Help maintain and improve the revenue models, including fund hierarchies, fee schedules and waterfall assumptions
• Build strong relationships with Deal, Portfolio Monitoring, Fundraising and Investor Relations teams
• Gather fund, deal and portfolio data, review revenue assumptions and explain variances at fund and strategy level
• Investigate material movements, challenge assumptions, and identify risks and opportunities

Leadership

• Manage a team of three FP&A professionals based in: set priorities, review their work and support their development
• Build a positive team culture focused on accuracy, collaboration and continuous improvement
• Act as the main link between the Director of FP&A and the team, and the first point of contact for revenue forecasting queries
• Over time, take full FP&A ownership of one or more investment strategies

What they’re looking for

• A qualified accountant (ACA/CA/CPA)
• Experience preparing or reviewing analytical reviews and working papers, with strong attention to detail and control rigour
• The confidence to investigate financial movements, spot inconsistencies and challenge assumptions constructively
• Strong Excel and data skills, with experience of management reporting that supports decision-making
• Strong systems aptitude and the ability to learn new tools quickly (specific platform experience isn’t essential)
• Experience managing and developing a small team, ideally across different locations
• Excellent communication and relationship-building skills
• A self-starter who takes ownership, works well with autonomy and stays accurate during busy reporting peaks

Highly desirable

• Experience with planning and forecasting tools such as Tagetik or Anaplan, and reporting in Workiva
• An understanding of private equity fund economics, including management fees, carried interest, AUM and fundraising
• Experience in audit/assurance, ideally at a Big Four or comparable firm
• Experience in private equity or another alternative asset manager

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