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Preqin Limited Head of Financial Planning & Analysis in Birmingham, United Kingdom

Job Overview:

The Preqin Group FP&A team acts as the main custodian for all management and business reporting and financial planning across the group. We are integral to the decision-making framework of the business and perform a key role in respect of ensuring the health of the business is sustained. This role will report into the Group Head of FP&A but with a primary focus of supporting the Colmore team.

You will provide FP&A support to the CEO of Colmore, working closely with senior business stakeholders to help drive deeper understanding of pipeline, revenues, profit, cashflow and customer profitability. As a senior member of the leadership team you will be expected to act professionally and with integrity, providing timely and accurate management information to enable the CEO and team to make appropriate business decisions. You will have 1 direct report as part of the team, and you will be responsible for their continued development and learning. This is a high-profile role within the business with the need for technical expertise, agility to deal with ad-hoc requests, an eye for detail and an analytical approach.

About Colmore:

Colmore, a Preqin company, is a market-leading, technology-driven private markets investor services business focused on the Limited Partner and allocator market. The business operates from four offices located in New York and Dallas in the US, and London and Birmingham in the UK. Colmore employs more than 270 professionals, with the business monitoring over 5,500 private market funds and 40,000+ holdings.

In this role you will:

  • Provide support and counsel to the Colmore CEO – highlight financial challenges / support strategic prioritization and run scenario analysis

  • Prepare monthly management accounts, shareholder reporting, and project reporting, analysing variances to budget, forecast and prior year across all 3 primary statements

  • Own the divisional budget, forecasting models working closely with the group financial planning manager

  • Prepare analysis and decks for Exco relating to budget and forecast

  • Work closely with HR to ensure hiring control and reconciliation – signing off (budget v offer)

  • Client profitability/ time recording – reviewing revenue booked against time recorded against a client

  • Analyse and report on the sales pipeline working closely with head of sales to ensure that deals are being accounted for as part of the budgeting, forecasting cycle

  • Pricing – Working with the commercial and operations teams, providing decision support on all pricing matters relating to new and large mandates

You are a good fit if:


  • 10 or more years’ experience of working in a commercially focussed business partnering role

  • Demonstratable track record of partnering with senior C-suite stakeholders, presenting management information to a discerning audience

  • Demonstrate the ability to work independently in order to meet tight deadlines

  • Working collaboratively across various finance functions and corporate functions (strategy)

  • Exposure to financial services, subscriptions and services businesses preferred

  • Have experience of managing, coaching and mentoring staff


  • Highly professional taking ownership of deliverables, actively participating in the strategic development of the business

  • Commercial mindset, capable of solving complex problems to ensure the business keeps moving forward

  • Highly effective communicator capable of dealing with senior stakeholders as well as colleagues across Preqin's global offices

  • Highly numerate with an understanding of how a subscription business understands its revenues

  • Hands on and capable of working to tight deadlines

  • Diligent, analytical, driven, and passionate with an excellent eye for detail

  • Advanced skills in MS Office (Excel, PowerPoint, Word), and an understanding of Salesforce

  • Familiarity with other systems including ERP systems (SAGE Intacct, Acumatica), Workday Adaptive Insights, visualization tools (Power BI)


  • Strong academics (Undergraduate degree with classification of merit or above)

  • Qualified accountant (equivalent qualifications will be considered, e.g. MBA, CFA, CPA) - attention will be given to the quality of the candidate's experience

Company Benefits:

  • 25 days Annual Leave and 8 Public/Bank Holidays – pro rata for part-time employees

  • Group Pension Scheme – matched pension contribution scheme, minimum contribution 5%, maximum company contribution is 10% of your annual salary.

  • Private medical insurance, health cash plans, will writing and employee assistance program

  • Group life insurance (4x annual salary)

  • Business & personal travel insurance

  • Anniversary Awards and other awards program

  • Employee Referral Program

  • Enhanced maternity, paternity, and adoption leave

  • Company funded social budget

  • Study support

Our culture and values are:

Be Customer obsessed

We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success. 

Act with integrity 

We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other. 

Own your success  

We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields

Think forward  

We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.  

Make an impact 

We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities.

Training and Development:

Colmore offers comprehensive technical and leadership training to all Analysts. Our initial training is provided in the first few weeks of joining us and provides you with up-to-date technical and industry knowledge, coupled with leadership and people management skills. At Colmore we want to grow with our employees by helping to fully develop their talents and abilities. Employees are encouraged to study for appropriate professional qualifications and to attend course that enable them to perform their job more effectively.

Equal Opportunities at Colmore:

The Company is an equal opportunities employer, and we actively promote an environment that harnesses diversity in the workplace. We believe every member on our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and to discover, design and deliver solutions.

ID: 2023-1746

External Company URL: https://www.preqin.com

Street: 2 Colmore Square