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

Director of Financial Planning and Analysis

Portsmouth Full-Time 43200 - 72000 £ / 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 competitive salary, career growth opportunities, and a collaborative work environment.
  • Why this job: Be part of a pivotal role influencing strategic decisions during rapid international growth.
  • Qualifications: Must have ACA, ACCA, CIMA or equivalent with extensive FP&A experience.
  • Other info: Opportunity to work closely with the CFO and executive team on exciting projects.

The predicted salary is between 43200 - 72000 £ 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
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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 the SaaS industry. Being able to discuss current challenges and innovations during interviews will demonstrate your expertise and enthusiasm for the role.

✨Tip Number 3

Prepare to showcase your experience in building financial models and supporting board-level decision-making. Be ready to discuss specific examples of how your contributions have driven performance and value creation in previous roles.

✨Tip Number 4

Research our company and its recent activities, particularly any news related to growth, acquisitions, or strategic initiatives. This knowledge will help you tailor your discussions and show that you're genuinely interested in contributing to our success.

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
Business Partnering
Data Interpretation
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 listed 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. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.

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 strategic initiatives.

✨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 with the CFO and executive team, be prepared to discuss how you can align financial planning with their strategic vision. Show enthusiasm for contributing to the company's growth and how your insights can drive value creation.

Director of Financial Planning and Analysis
Job Traffic
Location: Portsmouth
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J
  • Director of Financial Planning and Analysis

    Portsmouth
    Full-Time
    43200 - 72000 £ / year (est.)
  • J

    Job Traffic

    50-100
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