At a Glance
- Tasks: Lead a team to analyse customer financial performance and drive strategic decisions.
- Company: Join a forward-thinking tech company focused on innovation and inclusivity.
- Benefits: Competitive salary, diverse workplace, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to collaborate across teams and influence company strategy.
- Why this job: Make a real impact by translating complex data into actionable insights for leadership.
- Qualifications: 8+ years in analytics, strong communication skills, and expertise in financial modelling.
The predicted salary is between 100000 - 150000 £ per year.
The Director of Customer Analytics is a senior leader within the FP&A organization, reporting directly to the VP, FP&A. This role is responsible for the GTM financial model, long term GTM plan and quarterly customer insight across the company. He / she will drive deep understanding of customer health, retention, revenue, and product adoption — and translating complex data into strategic decisions that support Finance and the Executive team.
Job Responsibilities
- Lead 2 analysts focused on customer financial performance and reporting.
- Own ARR, GDR, churn, and expansion metric plan and forecast — the authoritative source for Finance and leadership.
- Collaborate closely with GTM executives to ensure alignment on assumptions.
- Build and maintain customer health score models with a financial lens.
- Identify revenue risks and opportunities through cohort and segmentation analysis.
Finance Partnership
- Partner within FP&A to align customer analytics with revenue forecasting and planning cycles.
- Financial ownership of the Budget and Quarterly corporate forecast across Pipeline, Bookings, Churn, ARR and other related KPIs.
- Serve as the analytical counterpart in Finance for Board and investor reporting.
- Support exit and M&A activities as needed.
Stakeholder & Executive Reporting
- Deliver quarterly customer performance reporting to senior stakeholders (ELT, BOD).
- Provide ELT with visibility into cohort-level performance with the ability to double-click into the details.
- Transition toward more strategic forecasting supported by AI-driven automation.
Knowledge and Experience
- 8+ years of analytics experience in a B2B SaaS or technology environment.
- Deep understanding of the full GTM funnel — Pipeline to Bookings to Revenue to Capacity.
- Customer health, churn, and retention modeling expertise.
- ARR, GDR, NDR and Growth analysis.
- Proficiency in new AI tools to improve financial insight and visualizations.
- Proven ability to lead complex, high-level financial modeling and drive team-wide analytical standards.
- Expert ability to translate complex financial data into clear, influential, and educational narratives for the Executive Leadership Team.
- Strong executive communication, both influential and educational.
- Ability to simplify complex analysis.
- Cross-functional collaboration skills working across multiple organizations.
Education
- BA/BS in Finance or related subject; MBA preferred.
Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Director, Financial Planning & Analysis in City of Westminster employer: Optimizely
Optimizely is an exceptional employer that fosters a dynamic and inclusive work culture, empowering employees to thrive in their careers. With a strong focus on professional development and collaboration, the Director of Financial Planning & Analysis will have the opportunity to lead a talented team while driving strategic insights that shape the company's future. Located in a vibrant area, Optimizely offers unique advantages such as access to cutting-edge technology and a commitment to diversity, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Financial Planning & Analysis in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Optimizely. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Director, Financial Planning & Analysis in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Optimizely.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Optimizely's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Optimizely
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Optimizely.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Optimizely will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Optimizely employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
