Finance Manager - Private Equity

Our client is looking for a data-driven, qualified accountant to join its finance team as a Finance Manager. This is a hybrid role, roughly 60% project-based and 40% business-as-usual (BAU) reporting, built for someone who wants to modernise how a finance function works rather than just run it.

You will lead process automation and systems implementation projects across the finance function, while owning parts of the monthly reporting cycle and partnering with investment, operations and fund teams. You will have real scope to shape tools, data and ways of working, with direct visibility to senior leadership.

Key responsibilities

Projects, automation and systems (c. 60%)

• Identify manual, repetitive or high-risk processes across the finance function and lead their automation
• Lead or support finance systems implementations and upgrades, from requirements gathering and vendor selection through testing, go-live and adoption
• Build and improve data flows between the general ledger, fund administration, portfolio monitoring and reporting tools
• Design dashboards and self-serve reporting (e.g. Power BI, Tableau) that give stakeholders timely, accurate insight
• Document new processes and controls and train colleagues so improvements stick
• Act as the finance lead on cross-functional projects with investment, operations, IT and external providers
• Keep track of emerging tools, including AI and workflow automation, and assess where they can add value

Monthly reporting and business partnering (c. 40%)

• Own elements of the month-end close, including management accounts, variance analysis and commentary
• Prepare clear, accurate reporting for senior management, partners and committees
• Partner with deal teams and business leaders on budgets, forecasts and cost analysis, turning data into actionable insight
• Support quarterly and annual reporting, including investor and fund reporting where required
• Review and strengthen financial controls, reconciliations and reporting processes
• Support the annual audit and liaise with auditors, fund administrators and other third parties

Requirements

• Qualified accountant (ACA, ACCA, CIMA or equivalent) with around 2 years’ post-qualification experience
• Proven involvement in process automation or finance systems implementation projects
• Strong analytical skills and a data-driven mindset, comfortable working with large datasets
• Advanced Excel skills and experience with data or BI tools (e.g. Power BI, Tableau, Power Query, SQL, Alteryx)
• Solid grounding in month-end close, management reporting and variance analysis
• Confident communicator who can explain financial and technical topics to non-finance colleagues
• Organised and self-motivated, able to balance project deadlines with recurring reporting