- Lead preparation and enhancement of monthly management accounts, KPI schedules, and Board materials
- Deliver monthly variance analysis against budget, re-forecast, and prior year, including headcount variance narratives
- Lead components of group budgeting, forecasting, and long-range planning across P&L, balance sheet, and cash flow
- Build and maintain financial models, including scenario and sensitivity analysis and 3–5 year plans
- Support commercial and operational leaders with cost management, business cases, and post-investment reviews
- Reconcile ARR between Salesforce and spreadsheets and establish a trusted source of truth
- Reconcile recurring revenue to GAAP revenue
- Strengthen and standardise manual or fragmented management information reporting
- Streamline month-end, forecasting, and reporting workflows and reduce manual effort
- Document processes and deliverables for sustainability beyond the engagement
- Deliver accurate outputs while the technology stack evolves, using Excel as the primary workhorse
- Work with the wider finance team, commercial and operational leaders, executive team, and PE investors
- Report to the Global Head of FP&A
Requirements
- Qualified accountant (ACA / ACCA / CIMA)
- 3–5 years post-qualified experience
- Advanced Excel formulas and financial modelling skills
- Ability to build and audit models across P&L, balance sheet, and cash flow
- Solid management accounting grounding, including month-end, accruals, and variance analysis
- Experience working with large and complex datasets, including cleaning, reconciling, and validating data from multiple sources
- Experience presenting complex financial information to finance and non-finance audiences, including PowerPoint / management decks
- Available at short notice for an interim engagement
- SaaS experience and fluency in recurring-revenue metrics (ARR, gross/net retention, CAC, CLTV, and cohort analysis) advantageous
- Experience in PE / VC-backed and multi-entity, multi-currency environments advantageous
- Salesforce, Power BI, or comparable BI / data-visualisation tools advantageous
- Data querying (SQL / Databricks) and comfort with a modern data stack advantageous
- Experience with AI tools such as Claude advantageous
Core Competencies
Demonstrates expertise in financial modeling, variance analysis, and management accounting, with a strong ability to present complex financial information to diverse audiences. Proficient in leveraging advanced Excel skills and financial tools to support budgeting, forecasting, and reporting processes.
Highest-signal resume keywords
- Qualified Accountant (ACA / ACCA / CIMA)
- Advanced Excel Formulas
- Financial Modeling Skills
- SaaS Experience
- Salesforce
Hard Skills
- Variance Analysis
- Management Accounting
- Budgeting
- Forecasting
- Financial Reporting
- Data Reconciliation
- Data Validation
- Scenario Analysis
- Sensitivity Analysis
- Accruals
Soft Skills
- Presentation Skills
- Collaboration
- Communication
Certifications & Qualifications
- ACA
- ACCA
- CIMA
Industry Keywords
- Recurring Revenue Metrics
- ARR
- Gross/Net Retention
- CAC
- CLTV
- Cohort Analysis
- PE/VC-Backed Environments
- Multi-Entity
- Multi-Currency
Tools & Technologies
- Salesforce
- Power BI
- SQL
- Databricks
- AI Tools
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Interim FP&A Lead employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
