Head of Financial Planning & Analysis (FP&A)
We are currently working with an industry leading global SaaS business on an exponential growth trajectory. Current revenues of circa £40m represent 30% YoY growth with a transformative bottom line and runway to accelerate.
About the Role
Reporting to the CFO and working closely with the Board and executive leadership team, this is a high-impact role combining strategic finance, commercial insight, and team development. You will own the planning cycle, provide Board-level insight, and play a key role in shaping investment decisions, performance management, and long-term value creation.
Key Responsibilities
Planning & Performance Management
- Own the end-to-end planning cycle, including annual budget, rolling forecasts, and long-range planning
- Deliver clear, insightful Board and executive reporting, focusing on key drivers, risks, and opportunities
- Develop and embed a robust KPI and performance framework, aligned to strategic objectives
- Drive a culture of accountability and performance visibility across the business
Commercial & Strategic Finance
- Lead financial modelling and scenario analysis to support strategic initiatives, investments, and resource allocation
- Partner with commercial, product, and operational leaders to deliver deep insights on revenue (ARR), pricing, customer profitability, and unit economics
- Support M&A activity, fundraising and strategic projects
- Take a lead role in embedding an ROI-led mindset across investment decisions
Data, Systems & Insight
- Oversee the development of scalable FP&A systems, tools, and data models, working closely with data and finance teams
- Ensure integrity and consistency of revenue and ARR reporting, including alignment with Salesforce
- Drive improvements in management information (MI), focusing on actionable, forward-looking insight
Cash Flow
- Cash flow forecasting and planning, with a good understanding of working capital and key business drivers
About You
- ACA qualified. Minimum 4 years of experience in audit, corporate finance, M&A ideally from a Big 4 firm. Experience of working in Transaction Services on Financial Due Diligence
- Proven experience in a SaaS or recurring revenue business, with strong understanding of ARR, unit economics, and growth metrics
- Strong financial modelling and analytical skills, with the ability to translate complexity into clear, actionable insight
- Experience working closely with senior leadership and Board-level stakeholders
Leadership & Personal Attributes
- Commercially driven, with a strong focus on value creation and outcomes
- Confident communicator, able to influence and challenge at senior levels
- Low ego, high impact—able to operate effectively across all levels of the organisation
- Hands-on and pragmatic, with the ability to balance strategy and execution
- Comfortable operating in a fast-paced, scaling environment with ambiguity
- Strong leadership capability, with a passion for developing teams and building capability
Working Pattern & Package
- Based in Central London, 5 days per week in the office
Head of Financial Planning & Analysis (FP&A)
We are currently working with an industry leading global SaaS business on an exponential growth trajectory. Current revenues of circa £40m represent 30% YoY growth with a transformative bottom line and runway to accelerate.
About the Role
Reporting to the CFO and working closely with the Board and executive leadership team, this is a high-impact role combining strategic finance, commercial insight, and team development. You will own the planning cycle, provide Board-level insight, and play a key role in shaping investment decisions, performance management, and long-term value creation.
Key Responsibilities
Planning & Performance Management
- Own the end-to-end planning cycle, including annual budget, rolling forecasts, and long-range planning
- Deliver clear, insightful Board and executive reporting, focusing on key drivers, risks, and opportunities
- Develop and embed a robust KPI and performance framework, aligned to strategic objectives
- Drive a culture of accountability and performance visibility across the business
Commercial & Strategic Finance
- Lead financial modelling and scenario analysis to support strategic initiatives, investments, and resource allocation
- Partner with commercial, product, and operational leaders to deliver deep insights on revenue (ARR), pricing, customer profitability, and unit economics
- Support M&A activity, fundraising and strategic projects
- Take a lead role in embedding an ROI-led mindset across investment decisions
Data, Systems & Insight
- Oversee the development of scalable FP&A systems, tools, and data models, working closely with data and finance teams
- Ensure integrity and consistency of revenue and ARR reporting, including alignment with Salesforce
- Drive improvements in management information (MI), focusing on actionable, forward-looking insight
Cash Flow
- Cash flow forecasting and planning, with a good understanding of working capital and key business drivers
About You
- ACA qualified. Minimum 4 years of experience in audit, corporate finance, M&A ideally from a Big 4 firm. Experience of working in Transaction Services on Financial Due Diligence
- Proven experience in a SaaS or recurring revenue business, with strong understanding of ARR, unit economics, and growth metrics
- Strong financial modelling and analytical skills, with the ability to translate complexity into clear, actionable insight
- Experience working closely with senior leadership and Board-level stakeholders
Leadership & Personal Attributes
- Commercially driven, with a strong focus on value creation and outcomes
- Confident communicator, able to influence and challenge at senior levels
- Low ego, high impact—able to operate effectively across all levels of the organisation
- Hands-on and pragmatic, with the ability to balance strategy and execution
- Comfortable operating in a fast-paced, scaling environment with ambiguity
- Strong leadership capability, with a passion for developing teams and building capability
Working Pattern & Package
- Based in Central London, 5 days per week in the office
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