Financial Planning And Analysis Manager
Posted 23 Jun 2026
Advertised as “Financial Planning & Analysis (FP & A) Manager (UAEN)”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 8–10 yrs
- Management level
- People management
No salary listed for this role.
Field of studyAccounting, Finance
Study levelBachelor's
CertificationsCfa, Certified Public Accountant, ACCA, CMA
Purpose
The FP&A Manager leads financial planning, budgeting, forecasting, and performance management across a Sovereign Wealth Fund portfolio. The role integrates corporate FP&A with fund accounting oversight, delivering insights on portfolio performance, asset allocation, liquidity, and returns.
Strategic Responsibilities
• Partner with Executive Management on corporate and portfolio performance
• Support investment strategy, asset allocation, and capital deployment
• Perform scenario analysis on markets, valuations, and liquidity
• Align planning with long-term mandates and return objectives
• Evaluate investment and divestment decisions
• Integrate fund accounting outputs into decision-making
Core Responsibilities
1. Financial Planning, Budgeting & Forecasting
• Lead corporate and portfolio-level planning
• Develop multi-year plans covering cash flows, capital calls, and NAV
• Monitor liquidity and commitments
2. Performance Analysis & Reporting
• Deliver consolidated portfolio reporting
• Analyze IRR, MOIC, and valuation movements
• Provide dashboards on performance, liquidity, and risk
3. Financial Modelling & Investment Support
• Build valuation and scenario models
• Support investment committee materials
• Evaluate capital deployment strategies
4. Fund Accounting Integration
• Reconcile NAV, capital accounts, and financials
• Interpret capital calls and valuation adjustments
• Support fund structures and SPV consolidation
5. Data & Systems
• Integrate FP&A, portfolio, and accounting systems
• Drive automation and data governance
KPIs & Performance Metrics
• Portfolio return vs benchmark
• Forecast accuracy
• Liquidity coverage ratio
• Timeliness of reporting
• Data accuracy and reconciliation breaks
• Investment decision support effectiveness
Requirements
Education & Qualifications
Education & Qualifications:
• Bachelor's in finance/accounting
• CFA preferred; CPA/ACCA/CMA advantageous
Experience Requirements:
• 8–10 years in FP&A or asset management
• Experience in SWF, private equity, or multi-asset portfolios
• Strong exposure to fund accounting and NAV reporting