FP&A Manager (UAE National)

Mark Williams are looking for an experienced and commercially focused UAEN FP&A Manager to join a leading investment organization based in Abu Dhabi.

The successful candidate will be responsible for overseeing financial planning, budgeting, forecasting, and investment performance analysis across a diversified portfolio of assets.

The role requires a strong combination of corporate finance, investment analysis and fund accounting expertise, with responsibility for delivering financial insights that support strategic planning, portfolio optimisation, and informed investment decisions.

Working closely with senior leadership, investment professionals and finance teams, the FP&A Manager will play an integral role in enhancing financial visibility, monitoring portfolio performance and supporting long-term investment objectives.

Key Responsibilities

• Manage annual budgeting, forecasting and long-term financial planning processes across corporate operations and investment portfolios

• Develop comprehensive financial projections, incorporating investment cash flows, funding requirements, capital commitments, and expected returns

• Evaluate financial performance against budgets and forecasts, identifying variances and recommending appropriate actions

• Monitor liquidity positions, capital requirements, and investment obligations to support effective financial planning

• Provide forward-looking financial analysis to support strategic priorities and organisational objectives

• Oversee the preparation of consolidated financial and investment performance reports across multiple asset classes.

• Assess portfolio returns, investment valuations and financial performance

• Analyse portfolio trends and market developments to identify potential risks, opportunities, and performance drivers

• Develop financial dashboards and management reports to provide greater transparency over investment performance and liquidity

• Collaborate with investment teams to assess capital allocation, portfolio rebalancing, and potential investment or divestment opportunities

• Build and maintain sophisticated financial models to support investment analysis, valuation assessments, and financial projections

• Conduct sensitivity analysis, scenario modelling and stress testing to assess the financial implications of changing market conditions

• Support the evaluation of prospective investments and divestments through detailed financial and commercial analysis

• Prepare financial presentations, investment analysis, and supporting documentation for executive management and investment committees

• Deliver actionable recommendations to support capital deployment and long-term portfolio performance

• Work closely with fund accounting teams to ensure the accuracy and consistency of investment-related financial information

• Analyse capital calls, distributions, and valuation adjustments to assess their impact on financial forecasts and portfolio performance

• Ensure fund accounting information is effectively incorporated into financial planning and management reporting processes

• Strengthen financial reporting processes and enhance the quality, consistency, and reliability of financial information

• Support the development and integration of financial planning, portfolio management, and accounting system

• Identify opportunities to improve reporting efficiency through automation, digital tools, and process optimisation

• Establish effective controls and data management practices to ensure accurate and timely financial reporting

Candidate Profile

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline

• CFA, CPA, CMA, ACCA would be advantageous

• Minimum of 8–10 years of relevant professional experience in financial planning and analysis, investment finance, or asset management

• Previous experience within a sovereign wealth fund, private equity organisation, investment management firm, or diversified investment portfolio is highly desirable.

• Strong knowledge of fund accounting, investment valuations, NAV calculations, and portfolio performance reporting

• Demonstrated expertise in financial modelling, budgeting, forecasting, and investment-related financial analysis

• Good understanding of investment structures, capital commitments, liquidity management, and financial consolidation

• Advanced Excel skills, with exposure to financial planning platforms, ERP systems, and business intelligence tools

• Excellent analytical capabilities, commercial awareness and the ability to interpret complex financial information

• Strong stakeholder management and communication skills, with experience supporting senior management and investment professionals