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- Tasks: Lead financial planning and analysis for a high-growth SaaS company.
- Company: Dynamic private equity-backed scale-up with ambitious growth plans.
- Benefits: Competitive day rate, remote work, and opportunity to shape financial strategy.
- Other info: Join a high-performing team and drive continuous improvement in financial processes.
- Why this job: Make a significant impact on financial decision-making in a fast-paced environment.
- Qualifications: Experience in FP&A, strong analytical skills, and leadership capabilities.
We are partnering with a high-growth, private equity-backed SaaS business with revenues of c.£300m and a global customer base. Backed by a highly respected fund, the company is executing an ambitious value creation plan focused on scaling ARR, driving operational efficiency, and delivering strategic growth through organic initiatives and M&A.
As part of this journey, we are seeking a high-calibre FP&A Director to build and lead a best-in-class planning and analytics function, providing the insight and rigour required to support rapid, data-driven decision-making.
The Role
Reporting to the CFO, the FP&A Director will play a central role in shaping the financial strategy of the business. This position combines forward-looking analysis with hands-on leadership of planning processes and performance management.
Key responsibilities include:
- Leading the annual budgeting, forecasting, and long-range planning processes across the group
- Developing robust SaaS metrics and KPIs (ARR, NRR, CAC, LTV, churn) to drive performance visibility
- Delivering high-quality analysis and insight to the Board, CFO, and private equity investors
- Partnering with senior stakeholders across Sales, Marketing, Product, and Operations to support commercial decision-making
- Building and evolving financial models to support pricing strategy, investment decisions, and scenario planning
- Supporting M&A activity including financial evaluation, due diligence, and integration planning
- Driving continuous improvement in FP&A tools, systems, and data infrastructure
- Building and leading a high-performing FP&A team
Director of Financial Planning and Analysis in Bath employer: Finatal
Contact Detail:
Finatal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Financial Planning and Analysis in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and SaaS sectors. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their financial strategies, recent news, and how they measure success. This will help you tailor your answers and show that you’re genuinely interested in their growth.
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to discuss specific metrics like ARR, NRR, and CAC. Use real-life examples from your past experiences to demonstrate how you’ve driven performance and supported decision-making.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Director of Financial Planning and Analysis in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A Director role. Highlight your experience in SaaS, financial planning, and analytics. We want to see how your skills align with our ambitious goals!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial strategy and how you can contribute to our growth. Be specific about your achievements and how they relate to the responsibilities listed in the job description.
Showcase Your Analytical Skills: Since this role is all about data-driven decision-making, make sure to showcase your analytical skills. Include examples of how you've used data to drive performance and support strategic initiatives in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Finatal
✨Know Your Numbers
As an FP&A Director, you'll need to demonstrate a solid grasp of key SaaS metrics like ARR, NRR, and CAC. Brush up on these figures and be ready to discuss how they impact financial strategy and decision-making.
✨Showcase Leadership Skills
This role involves leading a high-performing team, so be prepared to share examples of your leadership style. Discuss how you've built teams in the past and how you plan to foster a culture of continuous improvement within the FP&A function.
✨Prepare for Scenario Planning
Expect questions around financial modelling and scenario planning. Think about past experiences where you've had to adapt financial strategies based on changing market conditions and be ready to explain your thought process.
✨Engage with Stakeholders
Collaboration is key in this role. Be ready to talk about how you've partnered with other departments like Sales and Marketing to drive commercial decisions. Highlight any successful projects that required cross-functional teamwork.