Financial Planning Analyst (FP&A)

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Valentra Capital is seeking a Financial Planning Analyst to support the delivery of FP&A and management reporting services to UK-based clients across the SaaS and fintech sectors.

Key duties

• Build and maintain budgets, rolling forecasts, and financial models for internal and client use
• Produce monthly management accounts, KPI dashboards, and board reporting packs
• Conduct variance analysis and produce written commentary for client stakeholders
• Prepare cashflow forecasts and investor-ready financial reporting for early-stage SaaS clients
• Extract and transform financial data using SQL and Power BI for reporting and analysis
• Support automation of recurring reporting processes to improve efficiency and data quality
• Provide financial advisory support on business structuring, profit extraction, and financial health reviews
• Ensure all outputs comply with UK GAAP and relevant regulatory requirements

Essential requirements

• Postgraduate qualification in Accounting and Finance (MSc or equivalent)
• Progression toward a recognised professional accounting qualification (AFA, CIMA, ACCA or equivalent)
• Minimum 5 years FP&A or management accounting experience
• Proficiency in financial modelling, Power BI, and SQL
• Strong knowledge of UK GAAP and management accounting principles

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