Financial Planning Strategist

6 days ago


Manchester, United Kingdom Marks Sattin Full time
Job Title: Financial Planning Strategist

We are seeking a skilled Financial Planning Strategist to join our finance team at Marks Sattin. This critical role is essential in driving the company's strategic financial planning, performance analysis, and decision-making processes. The ideal candidate will combine strong analytical skills with an understanding of the software industry, supporting our growth and operational efficiency.

Key Responsibilities:
  • Prepare, analyze, and present monthly, quarterly, and annual financial reports, including variance analysis and KPIs.
  • Deliver insights on revenue trends, cost structures, and profitability.

Budgeting & Forecasting:
  • Develop, maintain, and update annual budgets, rolling forecasts, and long-term financial models.
  • Collaborate with cross-functional teams to ensure alignment with company goals and objectives.

Data-Driven Insights:
  • Utilize financial and operational data to provide actionable recommendations to improve business performance.
  • Conduct scenario analysis and what-if modeling to support strategic initiatives.

Performance Metrics:
  • Monitor and analyze key financial metrics, including bookings, billings, recurring revenue, and churn.
  • Build and maintain dashboards for tracking critical metrics in collaboration with the BI team.

Investment Analysis:
  • Support evaluation of new projects, R&D investments, and potential acquisitions by performing ROI and NPV analysis.

Process Improvement:
  • Enhance financial planning processes and tools, leveraging technology to streamline workflows and reporting.
  • Collaborate with IT and software teams to integrate financial tools with operational systems.

Estimated Salary: $90,000 - $120,000 per annum



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