Director of Financial Planning and Analysis - Private Equity

Head of FP&A / FP&A Director

Location: London, UK

Sector: Private Equity

Level: Senior Management / Leadership

Function: Financial Planning & Analysis

A rapidly growing mid-market Private Equity firm based in London is seeking to appoint a high-calibre Head of FP&A / FP&A Director to lead their financial planning and strategic finance function. This newly created position reflects the firm’s ambitious growth trajectory—both in Assets Under Management (AUM) and headcount.

Key Responsibilities:

• Own and lead the end-to-end FP&A process, including annual budgeting, forecasting, and long-term planning
• Partner with senior leadership to provide financial insight and strategic decision support
• Develop KPIs, dashboards, and scenario modelling tools to monitor portfolio performance and corporate metrics
• Drive improvements in reporting, planning systems, and data architecture
• Manage and mentor a growing FP&A team as the business scales
• Interface with portfolio companies where necessary to align group-level insights
• Support fundraising, investor reporting, and strategic projects (e.g., M&A, operational transformation)

Candidate Profile:

• Qualified accountant (ACA/CIMA/ACCA) or CFA, with a strong FP&A and commercial finance background
• Significant experience in the investment management or private equity space (either in-house or via practice/consulting)
• Demonstrable leadership experience and ability to operate in a fast-paced, high-performance environment
• Strong modelling, systems, and analytical capabilities (Excel, Power BI, Anaplan, or similar)
• Exceptional communication skills, capable of influencing senior stakeholders and investors
• Join a dynamic and growing private equity house at a critical inflection point
• Gain exposure to high-impact strategic initiatives across the firm
• Competitive compensation, strong culture, and opportunity for long-term progression