Financial Planning Analyst

About This Role

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 3–6 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

• 3–6 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.