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: Dynamic role with opportunities to collaborate across multiple teams and influence key decisions.
- 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 B2B SaaS.
The predicted salary is between 90000 - 120000 £ 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 in London employer: Optimizely
Optimizely is an exceptional employer that fosters a culture of collaboration and innovation, particularly in the dynamic field of financial planning and analysis. With a commitment to employee growth, you will have access to advanced AI tools and the opportunity to lead a talented team, all while contributing to strategic decisions that shape the company's future. Located in a vibrant tech hub, Optimizely offers a diverse and inclusive workplace where your insights directly impact customer success and business performance.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Financial Planning & Analysis in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and analytics space. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial modelling skills. We want you to be able to showcase your expertise in ARR, GDR, and churn metrics. Practice explaining complex data in simple terms, as this will impress the hiring managers.
✨Tip Number 3
Don’t forget to leverage our website for job applications! It’s super easy to apply directly through us, and we can help you stand out with tailored resources and tips specific to the finance sector.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. We suggest mentioning something specific from your conversation to remind them of your fit for the role. It shows you’re genuinely interested and keeps you top of mind.
We think you need these skills to ace Director, Financial Planning & Analysis in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in analytics, financial modelling, and any relevant B2B SaaS background. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for the Director of Customer Analytics role. Share specific examples of your past successes in customer health and retention modelling.
Showcase Your Leadership Skills:Since this role involves leading a team, make sure to highlight your leadership experience. Talk about how you've guided teams in the past and the impact you've made on their performance. We love seeing strong leaders!
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your materials and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Optimizely
✨Know Your Numbers
Make sure you’re well-versed in key financial metrics like ARR, GDR, and churn rates. Be prepared to discuss how these metrics impact the overall business strategy and how you’ve used them in past roles.
✨Showcase Your Analytical Skills
Prepare examples of how you've translated complex data into actionable insights. Think about specific instances where your analysis led to strategic decisions, especially in a B2B SaaS context.
✨Communicate Like a Pro
Practice explaining your analytical findings in a clear and engaging way. Remember, you’ll need to present to senior stakeholders, so focus on simplifying complex concepts without losing their essence.
✨Collaborate and Align
Highlight your experience working cross-functionally with teams like GTM and Finance. Be ready to discuss how you’ve ensured alignment on assumptions and forecasts in previous roles.
