Manager Business Analytics & Financial Planning

Manager Business Analytics & Financial Planning

Join to apply for the Manager Business Analytics & Financial Planning role at COFRA Holding AG

Manager Business Analytics & Financial Planning

Join to apply for the Manager Business Analytics & Financial Planning role at COFRA Holding AG

Your professional experience is valued here

A welcoming and supportive setting where you can develop and make a real difference in the world – that’s what you’ll find at COFRA. We’re a family business, geared to creating lasting value and united by an ambition to change industries and society for the better. Aspiration and entrepreneurism are encouraged and rewarded with opportunity. Teams are diverse yet close-knit. Relationships matter. People matter.

What we can achieve together

You will report to the Senior Business Analytics & Financial Planning Lead, and you will have broad interaction with members of the finance team based in Zug, the Strategy team at the Amsterdam office and our global business units. The role is held at the COFRA holding level, with primary focus on covering our private equity business, Bregal Investments. Bregal is managing ~€19bn of Assets under Management, with teams based in the US and Europe. The Bregal head office is based in London, and therefore ad hoc travel will be required.

Quarterly Business Review (QBR) for Bregal

Preparation, participation and follow-up of quarterly business reviews for Bregal, covering both the investment platform (fee income business) and COFRA’s own Private equity portfolio investment (portfolio valuations, capital calls, exit distributions). QBRs are critical in the review process of COFRA’s business performance. During the quarterly meeting the mid- and long-term strategy for the business is being determined, with financial performance and liquidity aspects being evaluated. QBRs are an exciting intersection between the COFRA Group and the businesses, giving an opportunity to engage in corporate strategy activities (portfolio review, strategy process, sustainability, etc.) and performance evaluation discussions. This process provides exposure to senior management both at COFRA and at Bregal.

Management Reporting:

• Key point of contact in the Business Analytics and Financial Planning team for all Bregal related matters, with focus on reviewing and analysing quarterly actuals, assessing risks and opportunities within the full year Outlook / forecast, challenging Budget (1-year) assumptions and supporting Bregal in the preparation of their Strategic Plan (6-year).
• In the Strategic Business Planning you will be working closely together with our Strategy and Risk Management teams based in Amsterdam to assess investment and execution risk-return profiles of the Private Equity strategies including Primary, Secondary and Fund-of-fund investments.
• Regular analyses of the performance of the Private Equity business platform and fund portfolios vs. market benchmarks for Group executive management.
• Assist in the preparation of presentations for the CFO/CEO (Executive Board, Supervisory Board, Shareholders) to present business planning and performance.
• Constant improvement of performance evaluation tools, finding new and more efficient ways of presenting information so that decision makers are clear about the facts. You’ll not only be working with Excel, but more sophisticated tools such as Power BI and Azure databases

Special Projects:

• Analyse and evaluate the capacity for new fund commitments, factoring in liquidity developments and the overcommitment ratio
• Support the monthly Group rolling liquidity forecast process
• Benchmarking of platform and asset return performance to peer groups
• Project participation, potentially cross-functional within the finance discipline
• Ad hoc analysis

You will need:

• University degree in Business and/or other university degree with significant work experience in finance with strong focus on management reporting and/or business analysis
• 5-7 years’ experience in business, consulting or similar environment, preferably international and/or in a diversified business context
• Prior analyst experience in investment banking, venture capital, private equity or structured finance is considered a plus
• Strong analytical and technical skills, with a high proficiency in Microsoft Excel
• Extensive experience in reporting processes and tools (e.g. Power BI, Azure database, etc.)
• Motivated self-starter – proactive approach and thinking ahead
• High endurance combined with a flexible, ‘can do’ attitude
• Controlling & accounting (IFRS) competencies, ideally ACCA degree or similar
• Corporate finance knowledge (CFA degree or similar)
• Medium term mobile to move into next role internationally
• Modelling know-how (ideally CFM degree or similar)
• German / Dutch (preferred)

What we offer you in return

COFRA offers notable benefits, including a competitive pension plan. The opportunity itself is a great way to have a direct impact on the Group and realise potential across a multitude of areas. Training and development is provided to all employees.

If you fit the profile, we would love to hear from you.

COFRA is an Equal Opportunity Employer and does not discriminate based on age, race, colour, sex, sexual orientation, gender identity, religion, national origin or disability. None of this gets in the way of hiring and retaining the best people

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Strategy/Planning

• Industries

  Venture Capital and Private Equity Principals

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