Head of Financial Planning & Analysis

Overview: Head of Financial Planning & Analysis (FP&A) to join Form3's Finance team. The role acts as a key financial partner across business units, influencing senior stakeholders and driving performance.

Responsibilities:

• Act as key financial partner to all units, influencing and challenging senior stakeholders to improve performance, optimise cost structures and strengthen unit economics.
• Lead and mentor a team of FP&A experts, building a high-performance culture grounded in accountability, collaboration and continuous improvement.
• Design, implement and embed a scalable Finance Business Partnering model, ensuring clear alignment with business units and consistent delivery of commercial insights.
• Own all cycles of financial forecasting, including budgeting, long‑range planning, re‑forecasting and monthly performance review.
• Present financial insights and recommendations to the Executive team and the Board, translating complex analyses into clear, actionable narratives.
• Contribute to fundraising activities through the preparation of investor materials and engagement with stakeholders.
• Partner closely with Product, Technology, Operations and Commercial teams to support strategic initiatives, pricing, investment cases and go‑to‑market decisions.
• Lead the development of dashboards, KPIs and reporting frameworks that enhance transparency and track financial and operational performance.
• Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies.
• Ensure that the FP&A team operates with strong governance and consistent standards within a robust control environment.

Qualifications:

• Experience within a start‑up/scale‑up environment, ideally within a SaaS company.
• Extensive FP&A leadership experience in a high‑growth, technology‑led or financial services environment.
• Strong communication skills, with the ability to distil complex financial concepts into impactful and persuasive insights.
• Deep expertise in financial modelling, forecasting, budgeting and scenario analysis.
• Experience implementing planning systems, reporting tools and performance management frameworks.
• Demonstrated success in building and managing Finance Business Partnering teams, with strong coaching capability and a commitment to developing talent.
• Ability to influence and challenge senior stakeholders with a collaborative approach and strong commercial acumen.
• Proven experience in corporate finance, supporting investor engagement and delivering high‑quality financial materials.
• An Accountancy qualification (CIMA, ACA, ACCA) with a strong foundation of technical knowledge.

Benefits:

• Flexible working arrangements.
• 30 days annual leave.
• Home office equipment allowance.
• Learning & Development.
• Long‑term incentive plans.
• Mental health support.
• Primary caregiver leave.
• Remote work with regular Zoom collaboration.