_{12th December, 2025}

We are delighted to partner with a dynamic, Private Equity firm in their search for a Financial Planning & Analysis Manager. This is an exceptional opportunity to join a fast-paced environment and play a key role in driving strategic financial planning and decision-making.
  
Reporting directly to the Head of Group Finance and working within a lean, high-performing team of five, this newly created role offers significant exposure to business partner with the senior leadership team.
  
Key Responsibilities

• Be responsible for the preparation of annual budgets, quarterly forecasts, and long-term plans.
• Build financial models to support planning and initiatives.
• Improve finance systems and reporting including data-driven analysis.
• Produce monthly management reporting, analysing variances and identifying key commercial drivers.
• Partner with key stakeholders and leadership to drive financial performance improvement.
• Prepare monthly analysis and commentary including KPIs, dashboards, and metrics.
• Act as a finance business partner to senior management and providing insight on revenue, margin and costs.
• Work on various finance projects including the implementation of Datarails.
• Improve budgeting and forecasting as well as financial controls and data quality.

  
Skills & Qualifications

• Qualified accountant (ACA, ACCA, CIMA) with extensive FP&A and business partnering experience ideally gained in private equity or financial services.
• Strong analytical and data skills including advanced Excel and financial modelling (DataRails knowledge would be a bonus).
• Excellent communication skills and the ability to work independently.

  
This role will be 5 days in their Mayfair office role - this is non-negotiable.
  
If you have relevant experience, fit the above criteria and are looking for an exciting, rewarding and challenging role, please apply today by sending an updated copy of your CV.
  
For immediate consideration please contact Simon Humphreys at Trace Recruitment.
  
We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.

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