Financial Planning Analyst

Role Overview

Lunate Capital is seeking a high‑calibre Financial Planning Analyst with a strong foundation in corporate finance, valuation, and financial modelling to support strategic decision‑making across the group. The role is ideal for a technically strong analyst with 4–5 years of experience who can operate comfortably in a fast‑paced, investment‑focused environment.

The successful candidate will play a key role in financial planning, forecasting, performance analysis, and transaction support, partnering closely with senior stakeholders and investment teams.

Key Responsibilities

Financial Planning & Analysis

• Lead and support annual budgeting, forecasting, and long‑range financial planning processes
• Prepare monthly and quarterly management reports, including variance analysis and key performance insights
• Develop and maintain integrated financial models (P&L, cash flow, balance sheet) at both entity and group level
• Track business performance against strategic and financial objectives

Financial Modelling & Valuation

• Build and review advanced financial models, including DCFs, comparable company analysis, and scenario/sensitivity analysis
• Support investment evaluations, capital allocation decisions, and strategic initiatives
• Assist with valuation work for new investments, portfolio companies, and internal assessments

Strategic & Commercial Analysis

• Partner with senior leadership to provide data‑driven insights for decision‑making
• Analyse business cases, new initiatives, and market opportunities
• Support board and investment committee materials, including presentations and financial analysis

Stakeholder & Cross‑Functional Support

• Work closely with investment, strategy, and operations teams to ensure financial alignment
• Act as a finance business partner, translating complex financial data into clear insights
• Support ad‑hoc analysis requests from senior management

Candidate Profile

Experience

• 4–5 years of relevant experience in:
• Corporate finance
• Financial planning & analysis (FP&A)
• Valuation / transaction services
• Investment banking, private equity, or consulting (strongly preferred)

Technical Skills

• Advanced financial modelling skills (Excel‑based, end‑to‑end models)
• Strong understanding of valuation methodologies (DCF, comparables, precedents)
• Excellent financial analysis and forecasting capabilities
• Strong PowerPoint skills for senior‑level presentations

Education & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Professional qualifications such as CFA, ACCA, CPA, or ACA are highly desirable

Personal Attributes

• Highly analytical with strong attention to detail
• Commercially minded with a strategic perspective
• Confident communicator, able to engage with senior stakeholders
• Proactive, self‑driven, and comfortable working in a high‑performance environment