Role Overview
Lunate Capital Limited is seeking a high-calibre FP&A Associate to support financial planning, performance analysis, and strategic decision-making across the firm and its investment platforms. The role is well-suited to a finance professional with 36 years of experience in FP&A, corporate finance, investment management, or professional services, who is eager to operate in a fast-paced, data-driven investment environment.
The FP&A Associate will play a critical role in budgeting, forecasting, financial modelling, and management reporting, while partnering with senior stakeholders to provide insights that drive operational efficiency and long-term value creation.
Key Responsibilities
Financial Planning & Forecasting
- Support the preparation of annual budgets, rolling forecasts, and long-range financial plans across the firm and its underlying investment structures.
- Maintain and enhance financial planning models, incorporating key business drivers, investment assumptions, and scenario analysis.
- Track actual performance versus budget/forecast, identifying variances and underlying drivers.
Management Reporting & Performance Analysis
- Prepare monthly and quarterly management reporting packs for senior management, including financial results, KPIs, and variance analysis.
- Analyze financial performance at both firm-level and investment/platform-level, providing clear, concise insights and recommendations.
- Support ad-hoc financial analysis requests related to costs, revenues, headcount, and strategic initiatives.
Financial Modelling & Decision Support
- Develop and maintain financial models to support business cases, cost optimisation initiatives, and strategic investments.
- Assist in evaluating new initiatives, platform expansions, and operational investments, including sensitivity and scenario analysis.
- Provide data-driven insights to support executive decision-making.
Stakeholder Partnership
- Work closely with Investment, Treasury, Risk, Operations, and HR teams to ensure alignment between financial plans and business strategy.
- Act as a finance business partner to internal stakeholders, helping them understand financial performance and implications of key decisions.
Process Improvement & Controls
- Contribute to the continuous improvement of FP&A processes, reporting tools, and financial systems.
- Support the enhancement of data quality, automation, and reporting efficiency.
- Assist with internal controls, audit requests, and governance-related reporting as required.
Candidate Profile
Experience
- 36 years of relevant experience in FP&A, corporate finance, investment management, consulting, audit, or a similar financial role.
- Prior exposure to asset management, private markets, financial services, or institutional investment environments is highly desirable.
Education & Professional Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Professional qualifications such as CFA, ACCA, CPA, or CIMA (or progress toward them) are a strong advantage.
Technical Skills
- Strong financial modelling, forecasting, and analytical skills.
- Advanced proficiency in Excel; experience with financial systems, ERP tools, or BI platforms (e.g., Power BI) is beneficial.
- Solid understanding of financial statements, budgeting processes, and performance metrics.
Core Competencies
- Strong analytical mindset with attention to detail and accuracy.
- Ability to translate complex financial data into clear, actionable insights.
- Excellent communication skills, with confidence interacting with senior stakeholders.
- Highly organised, proactive, and able to manage multiple priorities in a deadline-driven environment.
- Professional judgment, discretion, and a strong sense of accountability.
