At a Glance
- Tasks: Lead a team to analyse customer financial performance and drive strategic decisions.
- Company: Join a forward-thinking tech company committed to diversity and inclusion.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and career advancement.
- Why this job: Make a real impact by translating data into strategies that shape the company's future.
- Qualifications: 8+ years in analytics, strong communication skills, and a knack for financial modelling.
The predicted salary is between 80000 - 100000 £ 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 translate 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 employer: Optimizely
Optimizely is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration thrive. As a Director in Financial Planning & Analysis, you will have the opportunity to lead a talented team while driving strategic insights that shape the company's future. With a commitment to employee growth and the use of cutting-edge AI tools, Optimizely offers a rewarding environment for professionals looking to make a significant impact in the B2B SaaS landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Financial Planning & Analysis
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and analytics space. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by diving deep into the company’s financial performance and customer metrics. Show us you’ve done your homework! Bring insights and questions that demonstrate your understanding of their GTM strategy and how you can contribute to their success.
✨Tip Number 3
Practice your storytelling skills! You’ll need to translate complex data into clear narratives. We suggest rehearsing how you’d explain your past experiences and achievements in a way that highlights your analytical prowess and leadership capabilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you on board!
We think you need these skills to ace Director, Financial Planning & Analysis
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Director, Financial Planning & Analysis. Highlight your experience in analytics, financial modelling, and any relevant B2B SaaS expertise. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've driven customer insights and financial performance in previous roles. Let us know what makes you tick!
Showcase Your Analytical Skills:In your application, don’t shy away from showcasing your analytical prowess. Mention any tools or methodologies you’ve used to improve financial insights or reporting. We love seeing candidates who can translate complex data into strategic decisions!
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Optimizely
✨Know Your Numbers
Make sure you’re well-versed in key metrics like ARR, GDR, and churn rates. Be prepared to discuss how these figures impact financial performance and decision-making. This shows you understand the role's core responsibilities and can speak the language of finance.
✨Showcase Your Analytical Skills
Prepare examples of how you've used data to drive strategic decisions in previous roles. Highlight your experience with cohort analysis and segmentation, as well as any AI tools you've employed to enhance financial insights. This will demonstrate your capability to lead complex financial modelling.
✨Communicate Like a Pro
Practice explaining complex financial concepts in simple terms. You’ll need to convey insights to senior stakeholders, so being able to translate data into clear narratives is crucial. Consider rehearsing with a friend or mentor to refine your delivery.
✨Collaborate and Connect
Emphasise your experience working cross-functionally, especially with GTM executives. Be ready to discuss how you’ve aligned analytics with revenue forecasting and planning cycles. This will show that you can effectively partner within FP&A and contribute to broader business goals.
