Financial Planning and Analysis Manager
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Full-Time 60000 - 75000 £ / year (est.) No home office possible
Bright

At a Glance

  • Tasks: Lead data strategy and financial insights to drive growth in a dynamic SaaS environment.
  • Company: Bright Software Group, a multi-award-winning software provider for accountants and small businesses.
  • Benefits: Performance bonuses, health insurance, and a matched pension scheme.
  • Other info: Opportunity to work with cutting-edge BI tools and develop a high-performing team.
  • Why this job: Join a pivotal role in a high-growth company and shape the future of finance.
  • Qualifications: Qualified accountant with 4+ years in commercial finance and expertise in Power BI.

The predicted salary is between 60000 - 75000 £ per year.

Bright Software Group provides industry-leading software solutions for accountants, bookkeepers, and small businesses across the UK and Ireland. Our multi-award-winning, user-friendly products help practices grow, automate admin, and serve their clients with confidence — underpinned by exceptional customer support.

Bright operates a recurring revenue model driven by SaaS metrics, with a growth strategy focused on both organic development and a buy-and-build acquisition programme. We invest continuously in our people, processes, and technology to deliver the insight and operational rigour expected of a high-growth, PE-backed software business.

The Opportunity: Bright is building a best-in-class Finance function and this is a high-impact role at the heart of it. The FP&A Manager – Data & Business Intelligence will work closely with the VP of FP&A to lead the data strategy for Finance, own the monthly ARR snowball, build out the Power BI reporting layer, and shape the intelligence that informs Board, investor, and commercial decision.

This is an opportunity for a qualified finance professional with a passion for data and business intelligence to play a defining part in a rapidly growing PE-backed SaaS business at a pivotal stage.

What Will You Do: As FP&A Manager – Data & Business Intelligence, you will sit at the intersection of Finance, Data, and commercial decision-making. You will be responsible for driving data integrity, building scalable BI infrastructure, and delivering the financial insight that supports Bright’s growth strategy.

  • Data, Business Intelligence & ARR Snowball: Own the monthly ARR snowball from extraction to Board presentation. Build and maintain Power BI dashboards across core SaaS KPIs, replacing manual Excel reporting with a scalable self-serve environment. Maintain data integrity across NetSuite, HiBob, and HubSpot, and lead Finance data governance including metric definitions and quality controls.
  • Financial Planning & Analysis: Lead the monthly FP&A close cycle, including variance analysis and Board commentary. Support annual budgeting and rolling forecasts in partnership with department heads. Maintain the Group’s financial model and scenario outputs to support strategic decisions and investor readiness.
  • Finance Business Partnering: Serve as the primary Finance Business Partner to key departments, translating data into clear, actionable insight for senior stakeholders. Challenge assumptions constructively and add commercial value beyond the numbers.
  • Team Leadership & Strategic Projects: Manage and develop FP&A and BI analysts, with a clear path to building a small team as the function scales. Support the CFO and VP of FP&A on investor reporting, due diligence, and M&A workstreams. Drive continuous improvement across Finance processes and tooling.

Key Requirements:

  • Qualified accountant (ACA, ACCA, CIMA, or equivalent).
  • 4+ years of post-qualification commercial finance experience in industry (FP&A, commercial finance, or finance business partnering).
  • Proven expertise in Power BI: data modelling (DAX, Power Query/M), dashboard design, and deployment to business stakeholders.
  • Strong financial modelling skills in Excel, with a focus on structure, auditability, and accuracy.
  • Experience owning or contributing to ARR snowball and SaaS metric production in a recurring-revenue business.
  • Confident communicator, able to present complex analysis clearly to non-finance audiences including C-suite and investors.
  • Hands-on experience with ERP systems (NetSuite strongly preferred).

Nice to Have:

  • Experience in a PE-backed or high-growth SaaS or technology business.
  • Familiarity with data platforms beyond Power BI (e.g. SQL, Python/pandas, Snowflake, dbt).
  • Demonstrated experience managing, coaching, and developing analysts.
  • Practical use of AI tools to improve finance workflows.

What We Offer:

  • Performance-related bonus scheme.
  • Health insurance and 5% matched pension contributions.
  • Direct exposure to a PE-backed SaaS business at a pivotal stage of growth.
  • Access to cutting-edge BI and AI tooling, with the autonomy to build the data layer properly.
  • A forward-thinking Finance team that values data, automation, and continuous improvement.

Financial Planning and Analysis Manager employer: Bright

Bright Software Group is an exceptional employer that prioritises the growth and development of its employees within a dynamic and innovative environment. As a Financial Planning and Analysis Manager, you will benefit from a performance-related bonus scheme, health insurance, and a 5% matched pension contribution, while working alongside a forward-thinking Finance team that values data and automation. With direct exposure to a rapidly growing PE-backed SaaS business, this role offers unique opportunities for professional advancement and the chance to make a significant impact on the company's success.
Bright

Contact Detail:

Bright Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to people in the finance and tech sectors, especially those who work at Bright Software Group or similar companies. A friendly chat can open doors and give you insider info that could help you stand out.

✨Tip Number 2

Show off your skills! If you’ve got experience with Power BI or financial modelling, don’t just mention it—bring it to life. Prepare a mini portfolio or case study that showcases your best work and how it can benefit Bright.

✨Tip Number 3

Be ready for the interview! Research Bright’s growth strategy and think about how your background in FP&A can contribute. Prepare some thoughtful questions that show you’re genuinely interested in their mission and how you can add value.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team and are keen to be part of our exciting journey.

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

Financial Planning & Analysis
Data Strategy
Power BI
Data Modelling (DAX, Power Query/M)
Dashboard Design
Financial Modelling in Excel
ARR Snowball Management
SaaS Metrics Production
Communication Skills
ERP Systems (NetSuite)
Team Leadership
Coaching and Development of Analysts
Continuous Improvement
Data Integrity
Business Intelligence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of FP&A Manager. Highlight your experience with Power BI, financial modelling, and any relevant SaaS metrics. We want to see how your skills align with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about finance and data, and how you can contribute to our growth strategy. Keep it concise but impactful – we love a good story!

Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved in your previous roles. Use numbers and examples to demonstrate how you’ve driven results, especially in areas like ARR snowball and financial insights.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!

How to prepare for a job interview at Bright

✨Know Your Numbers

As a Financial Planning and Analysis Manager, you’ll need to be on top of your game with numbers. Brush up on key financial metrics, especially those related to SaaS businesses like ARR and churn rates. Be ready to discuss how you've used these metrics in past roles to drive decisions.

✨Master Power BI

Since this role heavily involves Power BI, make sure you can talk about your experience with it confidently. Prepare examples of dashboards you've created or data models you've built. If possible, bring a portfolio of your work to showcase your skills.

✨Communicate Clearly

You’ll be presenting complex analyses to non-finance audiences, so practice simplifying your explanations. Think of ways to convey your insights clearly and concisely. Role-play with a friend or family member to get comfortable with this.

✨Show Your Leadership Skills

This position involves managing and developing analysts, so be prepared to discuss your leadership style. Share specific examples of how you've mentored team members or led projects. Highlight your approach to fostering a collaborative environment.

Financial Planning and Analysis Manager
Bright

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>