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

Director of Financial Planning and Analysis

Portsmouth 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: Work closely with the CFO and executive team on high-impact projects.

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 Portsmouth, Hampshire, where you will play a crucial role as the Director of Financial Planning and Analysis. Our company fosters a collaborative work culture that prioritises employee growth and development, offering opportunities to influence strategic decisions and drive performance in a supportive environment. With competitive benefits and a focus on innovation, we provide a unique platform for professionals looking to make a meaningful impact in the financial landscape.
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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 into the company culture and expectations for the FP&A Director role.

✨Tip Number 2

Familiarise yourself with the latest trends in financial planning and analysis, particularly within SaaS businesses. Understanding key metrics and performance indicators will help you demonstrate your expertise during interviews.

✨Tip Number 3

Prepare to discuss your experience with budgeting, forecasting, and financial modelling in detail. Be ready to share specific examples of how you've influenced strategic decision-making in previous roles, especially in a Private Equity context.

✨Tip Number 4

Research the company thoroughly, including its recent growth initiatives and M&A activities. This knowledge will allow you to tailor your discussions and show how your skills align with their current needs and future goals.

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

Financial Modelling
Budgeting and Forecasting
Strategic Planning
Investor Reporting
Data Interpretation
Performance Analysis
Business Partnering
Leadership Skills
Communication Skills
Knowledge 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 strong communication and leadership skills, which are crucial for this position.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is accurate and presented professionally. A polished application reflects your attention to detail.

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 or during periods of rapid growth.

✨Engage with the Executive Team's Vision

Since you'll be working closely with the CFO and executive team, it's crucial to align with their vision for the company. Research the company's recent activities and be prepared to discuss how your role can support their strategic planning and business performance goals.

Director of Financial Planning and Analysis
Job Traffic
J
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