Financial Modeller / FP&A Specialist
About our client
This opportunity sits within a well-established investment platform operating across the financial services sector. The organisation is known for its strong track record, collaborative culture, and focus on driving value through strategic and data-driven decision-making.
Job description
Support budgeting, forecasting, and long-term financial planning processes
Prepare monthly and quarterly reporting with variance analysis and key insights
Build and maintain integrated financial models across P&L, cash flow, and balance sheet
Monitor performance against strategic objectives and highlight risks and opportunities
Develop and review financial models to support investment decisions
Contribute to valuation work across new opportunities and existing portfolio assets
Perform scenario and sensitivity analysis to support strategic initiatives
Assist with capital allocation and transaction-related activities
Partner with senior stakeholders to provide data-driven insights
Evaluate business cases, new initiatives, and market opportunities
Support preparation of materials for senior management and internal committees
Collaborate with investment, strategy, and operational teams
Translate complex financial data into clear, actionable insights
Support ad hoc analysis and strategic projects as required
The successful applicant
3-6 years' experience in FP&A, corporate finance, or transaction-related roles
Background within financial services (investment banking, private equity, asset management, or consulting preferred)
Strong financial modelling and analytical capabilities
Solid understanding of valuation methodologies
Advanced Excel and PowerPoint skills
Degree in finance, accounting, economics, or a related field
Professional qualification (CFA, ACCA, ACA, CPA) is advantageous
What's on offer
Competitive compensation aligned with market benchmarks
Exposure to high-impact strategic and investment projects
Strong learning and progression opportunities within a growing platform
Collaborative, high-performance team environment