Director of Financial Planning and Analysis

1 week ago

London Area, United Kingdom Board Intelligence Full time

About Us

Board Intelligence is a rapidly growing Software as a Service (SaaS) business, pioneering a suite of tools and services that supercharge the effectiveness of boards and leadership teams. We’ve been helping boards to make smarter, faster decisions for over 20 years and have over 70,000 users engaged on our platform. We work with FTSE 100s, large privately owned companies, public sector and government departments, and have a great track record of growth in the last ten years.


Role

As Director, FP&A at Board Intelligence, you will play a crucial role in guiding the financial strategy, decision-making, and planning for our organization. The ideal candidate is a highly analytical and self-motivated professional with exceptional financial acumen, modeling skills, and a proven track record in strategic financial leadership.


FP&A is a critical function for Board Intelligence. This role will be the founding member of the FP&A team at Board Intelligence and play a leadership role in shaping the Finance team and building the FP&A practice.Reporting directly to the Chief Financial Officer and working closely with the executive team you will set the foundation of the FP&A organization and over time build out a high performing team, processes, and systems that will allow the company to continue to scale in a financially sound way for the years to come. You will drive strategic decision-making by improving visibility into business performance, leveraging data-driven insights to shape Board Intelligence’s long-term trajectory. You’ll manage financial planning, forecasting, and budgeting for the company and the responsibilities are expected to expand at a rapid pace as the company grows.


You should be passionate about building and scaling functions from the ground up. This role will be in our London office.


Responsibilities

  • Own budgeting, forecasting, scenario planning, ROI analyses, Budget vs. Actuals, and key strategic metrics
  • Lead the company’s annual financial planning process supported by a detailed bottom-up financial model including P&L, cash flow, and balance sheet projections
  • Build and own bottom-up operating model which includes bookings and associated topline, cash collections, cost of sales as well as scenario analysis.
  • Build out relationships with company leadership, becoming a trusted partner to help identify and track business and departmental KPIs, uncover trends and assess current and future business risks and opportunities
  • Utilize deep analytical skills to extract valuable insights from financial data, market trends, and industry benchmarks to inform strategic decisions
  • Establish a monthly/quarterly reporting package, and at times confidently present materials to the Executive Leadership Team and Board
  • Collaborate effectively cross-functionally to provide guidance and facilitate financial integration across the organization
  • Establish on-going improvement of FP&A processes and implementation of tools to enable automation and create efficiencies
  • Build out automation of reporting into Private Equity sponsor (K1 Investment Management), including variance analysis reporting and become a trusted partner to PE sponsor through regular touch points


Qualifications

  • Bachelor's degree in quantitative field preferred
  • Established professional with high-growth start-up experience
  • Fundamental understanding of SaaS, subscription, and usage-based business model metrics
  • Expert Excel skills; able to build complex financial models from scratch including full P&L, balance sheet and cashflow forecasting
  • Strategic thinker, with a detail and process-oriented way of working
  • Strong analytical skills with the ability to collect, manipulate, analyze, and disseminate significant amounts of information with attention to detail and accuracy
  • Ability to multitask, work independently, think critically and problem solve structurally in an ever-changing fast-paced and sometimes ambiguous environment
  • Exceptional written and verbal communication skills, with excellent and proven cross-functional and business partnering skills
  • Experience with company systems including NetSuite and PowerBI
  • Experience in an international company working with multiple entities and currencies
  • Track record of evaluating and integrating acquisitions, particularly in a Private Equity-backed environment

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