Head of Financial Planning & Analysis
Head of Financial Planning & Analysis
London Based
Hybrid Working
£120k to £140k base plus bonus plus exit bonus plus equity
We are partnering with a market-leading international SaaS and technology business to appoint a Head of Financial Planning & Analysis.
Reporting directly to the Group CFO, with regular exposure to the CEO, Executive Leadership Team and Board, this is a rare opportunity to play a pivotal role in shaping the financial reporting, planning and data infrastructure of a highly successful growth business as it prepares for its next phase of value creation and a targeted exit event within the next four years.
As part of the long-term incentive structure, the successful individual will participate in an exit bonus arrangement equivalent to approximately 1x annual salary upon successful completion of the transaction.
The Opportunity
Whilst the business has recently completed a NetSuite implementation, much of the Group's management information and FP&A reporting currently sits outside the ERP environment, relying on a series of sophisticated but highly manual Excel-based models and reporting packs.
A key objective of this role will be to lead the evolution of the FP&A function from a largely spreadsheet-driven environment to a scalable, automated and data-led reporting framework capable of supporting a larger international business and future exit process.
Working closely with Finance, Technology and Data teams, you will help design and implement a best-in-class reporting architecture that improves data quality, reporting efficiency, KPI visibility and decision-making across the Group.
This role offers a genuine opportunity to leave a lasting legacy on the business whilst becoming a trusted advisor to the CFO, CEO and Board.
Key Responsibilities
Strategic FP&A Leadership
- Lead the Group budgeting, forecasting and long-range planning processes.
- Develop and maintain robust financial models, scenario planning and strategic forecasts.
- Produce insightful Board, shareholder and executive reporting.
- Build a 3-5 year financial roadmap aligned to the company's growth and exit objectives.
Data & Reporting Transformation
- Drive the transition from manual spreadsheet-based reporting to an automated and scalable FP&A environment.
- Partner with Technology, Data and Finance teams to improve data integrity, reporting automation and management information.
- Enhance utilisation of NetSuite and associated reporting tools.
- Design KPI dashboards and performance reporting frameworks that provide real-time business insights.
Commercial Finance & Business Partnering
- Partner with senior stakeholders across the business to support strategic decision-making.
- Deliver analysis around revenue performance, customer profitability, resource utilisation and operational efficiency.
- Support pricing decisions, investment appraisals and commercial evaluations.
- Identify opportunities to improve profitability, cash generation and operational performance.
Leadership
- Lead and develop a small team of analysts and reporting specialists.
- Foster a culture of continuous improvement and commercial accountability.
About You
You will be a qualified ACA, ACCA or CIMA finance professional with a strong FP&A background and a passion for using data to drive business performance.
We're particularly interested in individuals who have:
- Built or transformed FP&A functions within high-growth businesses.
- Experience operating within SaaS, technology or recurring revenue environments.
- Strong systems and reporting transformation experience.
- Advanced financial modelling capability.
- Expertise in Power BI, reporting tools and data visualisation.
- Experience presenting to Board and Executive stakeholders.
- A commercial mindset with the ability to influence and challenge senior decision-makers.
Highly Desirable
- Experience within private equity-backed businesses.
- Previous involvement in an exit, refinancing or significant value creation programme.
- Knowledge of SaaS metrics including ARR, MRR, churn, retention and customer lifetime value.
Why Join?
- Direct access to the CFO, CEO and Board.
- Significant influence over the company's reporting and decision-making capability.
- Opportunity to lead a major finance transformation programme.
- High-growth international SaaS environment.
- Exposure to a planned exit process within approximately four years.
- Exit bonus opportunity equivalent to circa 1x annual salary.
- Genuine opportunity to shape the future of the finance function.