Director of Financial Planning and Analysis
Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead financial planning, budgeting, and forecasting for a fast-growing SaaS company.
  • Company: Join a dynamic, Private Equity-backed SaaS business with a £240m turnover.
  • Benefits: Enjoy a pivotal role with significant influence and opportunities for growth.
  • Why this job: Be part of a senior finance team driving strategic decisions in an exciting scale-up phase.
  • Qualifications: Must have ACA, ACCA, CIMA or equivalent and extensive FP&A experience.
  • Other info: This role requires strong financial modelling skills and excellent communication abilities.

The predicted salary is between 72000 - 108000 £ per year.

We are working with a fast-growing, Private Equity-backed £240m turnover SaaS business who are seeking a commercially-minded FP&A Director to join its senior finance leadership team. This is a pivotal role reporting directly to the CFO, offering significant influence over strategic decision-making during a period of rapid scale-up, international growth and acquisitive activity. You will be working closely with the executive team and PE stakeholders to drive insight, performance and value creation.

As FP&A Director, you will be responsible for leading and evolving the group’s planning and performance function; this includes delivering robust budgeting, forecasting, commercial modelling and investor reporting. You will also play a key role in business partnering across departments, ensuring financial data supports effective decision-making at all levels.

Key responsibilities include:

  • Leading the budgeting, forecasting and long-range planning cycles across the group
  • Preparing high-quality board and investor reports to PE standards
  • Building and maintaining detailed financial models to support strategic initiatives
  • Supporting the M&A activity, including due diligence, integration and scenario modelling
  • Partnering with the CFO and executive team on strategic planning and business performance
  • Developing KPI’s and dashboards to drive accountability across the business
  • Managing and developing a high-performing FP&A team
  • Enhancing financial systems and reporting tools to support scalability

Key requirements include:

  • ACA, ACCA, CIMA or equivalent
  • Extensive FP&A experience with at least two roles in Private-Equity backed businesses
  • Strong financial modelling skills, with the ability to interpret and present complex data clearly
  • Proven experience supporting board-level decision-making and investor relations
  • A strong grasp of SaaS metrics and recurring revenue drivers
  • Excellent communication and leadership skills

Director of Financial Planning and Analysis employer: Job Traffic

Join a dynamic and rapidly expanding SaaS business in Reading, where as the Director of Financial Planning and Analysis, you will play a crucial role in shaping strategic decisions alongside a talented executive team. Our company fosters a collaborative work culture that prioritises employee growth, offering ample opportunities for professional development and advancement within a supportive environment. With competitive benefits and a focus on innovation, we provide a unique platform for you to make a significant impact while enjoying the vibrant community of Reading.
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Contact Detail:

Job Traffic Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Director of Financial Planning and Analysis

✨Tip Number 1

Network with professionals in the Private Equity and SaaS sectors. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights or even refer you to opportunities at companies like ours.

✨Tip Number 2

Familiarise yourself with the latest trends in financial planning and analysis, especially within SaaS businesses. Being able to discuss current challenges and solutions during interviews will demonstrate your expertise and passion for the role.

✨Tip Number 3

Prepare to showcase your financial modelling skills through practical examples. Be ready to discuss how you've used these skills to influence strategic decisions in previous roles, as this is crucial for the FP&A Director position.

✨Tip Number 4

Research our company thoroughly, including our recent growth initiatives and any news related to our performance. This knowledge will help you tailor your discussions and show your genuine interest in joining our team.

We think you need these skills to ace Director of Financial Planning and Analysis

Financial Modelling
Budgeting and Forecasting
Strategic Planning
Performance Analysis
Investor Reporting
Data Interpretation
Business Partnering
Leadership Skills
Communication Skills
Understanding of SaaS Metrics
Due Diligence
Integration Planning
Scenario Modelling
KPI Development
Financial Systems Enhancement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your extensive FP&A experience, particularly in Private Equity-backed businesses. Emphasise your financial modelling skills and any relevant achievements that demonstrate your ability to support board-level decision-making.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the key responsibilities outlined in the job description, such as leading budgeting cycles and preparing investor reports.

Highlight Relevant Skills: Clearly outline your qualifications, such as ACA, ACCA, or CIMA, and your understanding of SaaS metrics. Use specific examples to illustrate your leadership skills and experience in managing high-performing teams.

Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a role in financial planning and analysis.

How to prepare for a job interview at Job Traffic

✨Understand the SaaS Landscape

Make sure you have a solid grasp of SaaS metrics and recurring revenue drivers. Familiarise yourself with key performance indicators relevant to the industry, as this will demonstrate your expertise and ability to contribute to strategic discussions.

✨Prepare for Financial Modelling Questions

Expect to be tested on your financial modelling skills. Brush up on your ability to interpret and present complex data clearly. Be ready to discuss examples of financial models you've built in previous roles, especially those that supported decision-making at the board level.

✨Showcase Your Leadership Experience

As a Director, you'll need to manage and develop a high-performing FP&A team. Prepare to discuss your leadership style and provide examples of how you've successfully led teams in the past, particularly in high-pressure environments.

✨Engage with the Executive Team's Vision

Since this role involves partnering closely with the CFO and executive team, be prepared to discuss how you can align financial planning with the company's strategic goals. Show enthusiasm for the company's growth plans and how you can contribute to its success.

Director of Financial Planning and Analysis
Job Traffic
J
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