MBR partners are currently working with a PE backed High growth B2B SAAS analytics and performance company focused on the Unified Comms vertical. The clients provide optimisation solutions for outstanding customer experience, productivity and communication performance.
We’re looking for aproven finance leader to drive value creation, sharpen commercial execution, and prepare the business for a successful exit within the next 18 months.
This is a hands‑on role combining strategic finance with commercial partnership. You’ll build scalable financial processes and infrastructure while enabling accelerated, profitable growth through our channel partners.
Working closely with the CEO and senior leadership team, you’ll play a key role in shaping the company’s financial direction and decision‑making. You’ll also develop strong external relationships with key partners across the MSP and UCaaS ecosystem to support long‑term growth and strategic success.
Key Responsibilities
Strategic Finance & Value Creation
- Lead planning, forecasting, and performance management with high accuracy.
- Deliver the value‑creation plan in line with private equity goals.
- Track key SaaS and channel metrics (ARR, NRR, CAC, churn, etc.) and drive growth through pricing, cost control, and efficiency.
Private Equity & Governance
- Produce accurate monthly finance packs and KPIs on tight deadlines.
- Maintain forecast discipline, transparency, and investor confidence through consistent, “no‑surprises” reporting.
Exit Readiness
- Prepare for exit with due diligence, QofE, and data‑room readiness.
- Support advisors and investors with robust financial models and a clear, defensible narrative.
Business Partnering
- Partner with the SLT to drive accountability and results across all functions.
- Work with Product, Sales, and Operations to improve margins, pricing, and ROI.
Channel & Commercial Finance
- Build financial relationships with key MSP and telecom partners.
- Deliver partner‑level reporting, forecasting, and performance insights.
Financial Control & Infrastructure
- Oversee accounting, tax, treasury, and cash management.
- Strengthen systems, automation, and controls to support scale and exit readiness.
Team Leadership
- Build and lead a small, high‑performing finance team.
- Foster a culture of pace, accuracy, and ownership aligned with private‑equity standards.
Experience & Skills
- Senior finance leadership in PE‑backed or high‑growth SaaS/recurring revenue businesses.
- Hands‑on operator with transaction experience (FDD/QoE/vendor DD).
- Strong commercial finance acumen (pricing, margins, forecasting, partner economics).
- MSP/UCaaS/telecom or related ecosystem experience preferred.
- Skilled at scaling finance functions and implementing BI/reporting tools.
Personal Attributes
- Data‑driven, analytical, and commercially curious.
- Calm and credible under board, investor, and exit‑process pressure.
- Collaborative, influential, and hands‑on.
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