Senior / Lead Data Analyst, Strategic Finance (FP&A)
About The Company
About Cleo
At Cleo, we're not just building another fintech app. We're embarking on a mission to fundamentally change humanity's relationship with money. Imagine a world where everyone, regardless of background or income, has access to a hyper-intelligent financial advisor in their pocket. That's the future we're creating.
Cleo is a rare success story: a profitable, fast-growing unicorn with over $200 million in ARR and growing over 2x year-over-year. This isn't just a job; it's a chance to join a team of brilliant, driven individuals who are passionate about making a real difference. We have an exceptionally high bar for talent, seeking individuals who are not only at the top of their field but also embody our culture of collaboration and positive impact.
If you're driven by complex challenges that push your expertise, the chance to shape something truly transformative, and the potential to share in Cleo's success as we scale, while growing alongside a company that's scaling fast, this might be your perfect fit.
Follow us on LinkedIn to keep up to date with new product features and insights from the team.
About The Role
We're hiring a Senior / Lead Data Analyst, Strategic Finance (FP&A). This is a high-impact role, at the intersection of finance, data, and strategy.
Working closely with the Director of Strategic Finance, you'll be responsible for building the insight delivery systems, models, and automations that power decision-making across FP&A, and long-term financial strategy. You'll work closely with Product, Data, Engineering, and the CEO's office, turning data into actionable insights that accelerate decision-making at every level of the business.
While supported by an established Commercial Analytics team, this is the first role fully dedicated to owning and scaling the automation and intelligence layer within Strategic Finance. You'll architect and scale the models, tools, and systems that surface critical insights and enable faster, smarter decisions across the business.
This is an individual contributor role with future leadership potential - perfect for someone who wants to own end-to-end systems today and grow into building a team tomorrow. If you're a builder with a deep understanding of financial metrics, a bias for automation, and a drive to turn complex data into actionable insight - you'll thrive here.
What You'll Be Doing
We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.
If there's anything we can do to accommodate your specific situation, please let us know.
Download the Test Flight
App access for people in the UK & Europe: If you are an iOS user, please use this link to sign up to our TestFlight version of the app, so you can have a play around with the functionality and features:
By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with Cleo AI. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with Cleo AI may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with Cleo AI's Candidate Privacy Notice
About Cleo
At Cleo, we're not just building another fintech app. We're embarking on a mission to fundamentally change humanity's relationship with money. Imagine a world where everyone, regardless of background or income, has access to a hyper-intelligent financial advisor in their pocket. That's the future we're creating.
Cleo is a rare success story: a profitable, fast-growing unicorn with over $200 million in ARR and growing over 2x year-over-year. This isn't just a job; it's a chance to join a team of brilliant, driven individuals who are passionate about making a real difference. We have an exceptionally high bar for talent, seeking individuals who are not only at the top of their field but also embody our culture of collaboration and positive impact.
If you're driven by complex challenges that push your expertise, the chance to shape something truly transformative, and the potential to share in Cleo's success as we scale, while growing alongside a company that's scaling fast, this might be your perfect fit.
Follow us on LinkedIn to keep up to date with new product features and insights from the team.
About The Role
We're hiring a Senior / Lead Data Analyst, Strategic Finance (FP&A). This is a high-impact role, at the intersection of finance, data, and strategy.
Working closely with the Director of Strategic Finance, you'll be responsible for building the insight delivery systems, models, and automations that power decision-making across FP&A, and long-term financial strategy. You'll work closely with Product, Data, Engineering, and the CEO's office, turning data into actionable insights that accelerate decision-making at every level of the business.
While supported by an established Commercial Analytics team, this is the first role fully dedicated to owning and scaling the automation and intelligence layer within Strategic Finance. You'll architect and scale the models, tools, and systems that surface critical insights and enable faster, smarter decisions across the business.
This is an individual contributor role with future leadership potential - perfect for someone who wants to own end-to-end systems today and grow into building a team tomorrow. If you're a builder with a deep understanding of financial metrics, a bias for automation, and a drive to turn complex data into actionable insight - you'll thrive here.
What You'll Be Doing
- Build predictive models and decision-support tools driving our financial statements - from revenue, gross profit, operating costs, and cashflow.
- Turn one-off strategic analyses into scalable, self-serve tools — powering decision-making across scenario planning, LTV modelling, cohort analysis, pricing, and capital allocation.
- Work cross-functionally with Data, Product, and Engineering to define and maintain data models that power both executive-level insight and operational decisioning.
- Automate recurring finance workflows such as investor reporting, covenant tracking, performance pacing, and financial close tasks.
- Create intelligent, automated reporting workflows for financial and operational metrics - think trading updates, forecast variance analysis, board KPIs, and more.
- Own the architecture for insight delivery - dashboards, semantic layers, and data pipelines that serve as the foundation for financial and strategic reporting.
- Act as the technical bridge within Strategic Finance, enabling faster, smarter decisions through automation, intelligent tooling, and scalable systems.
- Champion data governance and documentation to ensure consistency, trust, and clarity across all internal and external reporting.
- 5+ years in data analytics, BI engineering, analytics engineering, or hybrid data/finance roles, ideally in a high-growth, product-led company.
- Experience developing and owning predictive modelling systems at a company level.
- Ability to communicate analytical insights with influence at senior forums. Experience guiding internal decision-making at executive level.
- Hands-on experience with BI tools (e.g. Looker, Mode, Tableau) and data workflow tools (dbt, Airflow).
- Expert-level SQL and strong experience with scripting (Python preferred) for automation and data workflow orchestration
- Strong grasp of financial and operational metrics—ideally having worked closely with FP&A, Strategic Finance, or similar teams.
- A builder mindset: bias for automation, ownership, and delivering value fast.
- Interest in fintech and Cleo's mission to make money easier and more human
- Prior experience automating or supporting investor-facing reporting or board materials.
- Experience working in environments with a blend of consumer tech and financial services (e.g. AI, lending, credit, payments).
- A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles. We are open to hiring this role at an AX3 (£75-95k) or AX4 (£95-115k) level depending on experience.
- Work at one of the fastest-growing tech startups, backed by top VC firms, Balderton & EQT Ventures
- A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your impact. Always with our complete support.
- Flexibility. We can't fight for the world's financial health if we're not healthy ourselves. We work with everyone to make sure they have the balance they need to do their best work
- Work where you work best. We're a globally distributed team. If you live in London we have a hybrid approach, we'd love you to spend one day a week or more in our beautiful office. If you're outside of London, we'll encourage you to spend a couple of days with us a few times per year. And we'll cover your travel costs, naturally.
- Company-wide performance reviews every 6 months
- Generous pay increases for high-performing team members
- Equity top-ups for team members getting promoted
- 25 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo, up to 30 days)
- 6% employer-matched pension in the UK
- Private Medical Insurance via Vitality, dental cover, and life assurance
- Enhanced parental leave
- 1 month paid sabbatical after 4 years at Cleo
- Regular socials and activities, online and in-person
- We'll pay for your OpenAI subscription
- Online mental health support via Spill
- Workplace Nursery Scheme
- And many more!
We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.
If there's anything we can do to accommodate your specific situation, please let us know.
Download the Test Flight
App access for people in the UK & Europe: If you are an iOS user, please use this link to sign up to our TestFlight version of the app, so you can have a play around with the functionality and features:
By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with Cleo AI. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with Cleo AI may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with Cleo AI's Candidate Privacy Notice