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FP&A Analyst – Private Equity (Portfolio Focused)

Help drive commercial performance across a portfolio worth over £1bn.
As FP&A Analyst, you’ll be part of the Portfolio Strategy Team — providing insight, forecasting, and performance data that drives value creation across multiple sectors.

Key Responsibilities:

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Build and maintain consolidated performance models across portfolio companies

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Partner with Operating Partners to create turnaround plans and investment dashboards

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Conduct revenue, margin, and working capital analysis across verticals

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Prepare investment packs and board-level presentations

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Model M&A scenarios, integration planning, and post-deal KPI tracking

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Use advanced Excel, Power BI, and financial systems like NetSuite or TM1

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Track group-wide performance trends aligned with investment theses

Technical Requirements:

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Deep understanding of budgeting, forecasting, and variance analysis

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Strong financial modelling (DCF, scenario, LBO a bonus)

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Awareness of UK GAAP / IFRS concepts

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Commercial acumen and ability to understand different operating models

You Are:

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ACA / CIMA / ACCA qualified or with strong FP&A background in PE, VC, or advisory

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Able to translate numbers into narratives

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Ambitious, sharp, and passionate about creating value in real businesses