Financial Planning

2 weeks ago

London, Greater London, United Kingdom STOIX | B Corp™ Full time
Financial Planning & Analysis Manager | PE-backed | SaaS

Base pay range:

Central London | 1 - 2 days per week in the office

Package: Up to £85k + wider benefits

Available at a shorter notice period is ideal

STOIX are very excited to yet again be partnering with a high-growth B2B SaaS scale-up, backed by one of the fastest growing PE-funds, in their search for a newly created FP&A Manager position.

Overview

Our client is a rapidly expanding Enterprise SaaS company, supported by a leading private equity firm. By harnessing the power of AI, advanced statistics, and machine learning, our client provides cutting-edge technology to world renowned organisations, empowering them to detect and manage their business more effectively.

About the Role

Reporting to the Director of FP&A, you will play a key role in the global financial planning and analytics function. This high-impact position supports strategic decision-making, working closely with senior leadership, the Board, and investors to drive financial and commercial growth.

Key Responsibilities

Budgeting & Forecasting (critical):

  • Manage the budgeting process from inception to Board approval, including variance and performance analysis.
  • Develop short, medium, and long-term financial forecasts under multiple scenarios to guide strategic investments.
  • Build and maintain complex financial models using advanced Excel and system-based tools.

Business Partnering & Optimisation (critical):

  • Act as the main business partner to wider departments, providing financial insights to help drive commercial decisions.
  • Maintain strong relationships with auditors, tax advisors, and key suppliers.
  • Act as a strategic partner to senior leadership, providing analytical expertise and problem-solving support.

Board Reporting:

  • Prepare monthly financial performance packs, including KPIs, departmental analysis, P&L, balance sheet, and cash flow statements.
  • Assist the Data & Analytics team in transitioning reports from Excel/PowerPoint to interactive digital dashboards.
  • Produce rolling monthly 12-month cash flow forecasts and ad-hoc financial analysis as needed.
  • Support Board meeting preparations with in-depth financial insights and project analyses.

KPIs & Data Analytics:

  • Develop, calculate, and visualise key company-wide KPIs across SaaS, finance, sales, marketing, product, and HR.
  • Collaborate with the Data & Analytics team to integrate and maintain business-wide data infrastructure and visualisation tools.

Systems & Technology:

  • Assist in evaluating, implementing, and upgrading finance systems (ERP, planning, forecasting, KPI dashboards, and data warehouses).
  • Support the integration of company-wide systems to drive business-specific analytics and insights.

Supporting the business:

  • Support external fundraising, M&A, and exit processes, including due diligence and financial analysis.

Your profile:

  • Non-negotiable: 5–10 years of experience within an FP&A / Commercial Finance capacity
  • Non-negotiable: Strong forecasting & financial modelling and Excel skills.
  • Familiarity with private equity-backed environments
  • Whilst an analytical mindset is needed, our client also looks for social, extroverted individuals who demonstrate a pro-active mindset.

We're passionate about creating an inclusive workplace for our clients that promotes and values diversity. Companies that are diverse in age, gender identity, race, sexual orientation, physical or mental ability, ethnicity, and perspective are proven to be better companies. More importantly, creating an environment where everyone, from any background, can do their best work is the right thing to do.

STOIX receives a high level of applications to advertised opportunities. As much as we strive to respond to each application individually and personally, we would advise if you have not received communication within 10 days that your application has been unsuccessful at this time.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Software Development

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