Senior Associate, FP&A (Financial Planning and Analysis)

About Permira

Permira is a global investment firm that backs successful businesses with growth ambitions. Founded in 1985, the firm advises funds across two core asset classes, private equity and credit, with total committed capital of approximately €80bn. The Permira private equity funds make both long-term majority (Buyout) and minority (Growth Equity) investments in four key sectors: Technology, Consumer, Healthcare, Services. The Permira credit funds support businesses with flexible financing solutions across Direct Lending, Strategic Opportunities and CLO Management. Established in 2007, the firm advises investment funds and products which have provided approximately €20 billion of debt capital to over 300 businesses.

Role Overview

The Senior Associate, FP&A supports financial planning, forecasting, reporting and analysis for the firm, partnering closely with the Private Equity business and central functions stakeholders. The role contributes to monthly performance insight, budgeting/forecasting cycles, and the five-year planning process, while driving continuous improvement in reporting quality and efficiency.

Key Responsibilities

• Partner with the Private Equity Teams to analyse and report P&L performance (revenue, expenses, profitability), delivering insights and recommendations.
• Coordinate reporting timetables and stakeholder communications with Group Accounting and central teams to ensure deadlines are met accurately and on time.
• Lead or co-lead budgeting and forecasting across key expense categories; gather inputs, analyse trends, and produce robust, well-supported forecasts.
• Contribute to the five-year plan process including consolidation, scenario modelling and stakeholder review.
• Build and maintain Excel-based financial models; conduct scenario analysis to support strategic decision-making
• Use OneStream (or equivalent EPM tools) for reporting and analysis; identify and implement process improvements to enhance accuracy, automation and efficiency.
• (If required) May manage and develop one direct report, ensuring quality deliverables, clear prioritisation and professional development

Qualifications

• Bachelor's degree in Finance, Accounting, Engineering or a related field.
• Strong FP&A fundamentals (forecasting, budgeting, performance analysis) and high attention to detail
• Advanced Excel modelling capability
• Experience with OneStream or another EPM solution preferred .
• Experience of data visualization tools, such as Power BI, is a plus.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy in financial analysis.
• Ability to work collaboratively in a team environment.
• Strong communication skills with the ability to translate financial data into clear business insights.
• Strong organisational skills; able to manage multiple priorities in a fast-paced, global environment
• Leverages automation / AI tools responsibly to improve FP&A processes

Desired Experience / Background

8–12 years total experience, including 3–6 years in FP&A; audit experience advantageous

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