Analyst- Financial Planning & Analysis (PE-Backed Environment)

Location: Flexible / Hybrid – North‑West based

Reporting To: FP&A Director

About The Business: We are a private equity‑backed, internationally operating SaaS and professional services business with approximately $40m in annual revenue. The business combines recurring subscription revenue with professional services (project‑based plus a standalone outsourcing operation based in India), and is focused on driving scalable growth, margin expansion, and value creation in line with our PE sponsor’s investment thesis.

Role Overview: We are seeking a high‑performing FP&A Analyst to join our finance team in a fast‑paced, PE‑backed environment. The role will play a key part in financial planning, performance analysis, and strategic decision support, with a strong emphasis on robust Excel‑based financial modelling, commercial insight, and investor‑grade reporting. This role is well suited to a candidate with at least 2 years PQE (ACA preferred), industry experience, and exposure to corporate finance, transaction support, or PE‑style analytics.

Key Responsibilities:

• FP&A & Performance Management: Build and maintain high‑quality Excel‑based financial models to support budgeting, forecasting, and multi‑year value creation plans. Support the preparation of annual budgets, rolling forecasts, and long‑range plans aligned to the PE investment case. Produce monthly management packs with clear variance analysis, KPI tracking, and performance narratives.
• Commercial & Value Creation Analysis: Develop models analysing revenue growth, margin expansion, cost efficiency, and cash generation. Analyse SaaS metrics (ARR, churn, retention, cohort performance) and professional services KPIs (utilisation, project margin, delivery leverage, revenue and cost per head, etc). Partner with operational leaders across the SaaS, Professional Services, and shared service functions around the world to assess pricing, hiring, and investment decisions through scenario modelling.
• PE & Corporate Finance Support: Build and review financial models for investment cases and strategic initiatives. Bolt‑on acquisitions and integration scenarios, and restructuring or cost optimisation initiatives. Short‑Term Cash Flow Forecast (STCFF) modelling and reconciliation. Support PE sponsor requirements, including ad‑hoc analysis, data packs, and board‑level reporting. Assist with refinancing, fundraising, or exit‑readiness activities as required.
• Modelling, Process & Controls: Ensure Excel models follow best‑practice PE modelling standards (clear structure, auditability, assumptions control). Improve forecasting accuracy, reporting efficiency, and data integrity. Support automation and integration between Excel models, CRM/ERP systems, and BI tools.

Candidate Profile:

• Essential: Qualified accountant (ACA preferred), ideally 2+ years post‑qualification. Industry experience within a PE‑backed SaaS, technology, or a professional services business. Advanced Excel modelling skills, including integrated three‑statement models, scenario, sensitivity, and downside case modelling, and strong model structure, controls, and documentation. Strong commercial acumen with the ability to explain model outputs to sophisticated stakeholders.
• Desirable: Exposure to transaction services, M&A, or strategic finance. Experience supporting board or investor‑level reporting. Understanding of leverage, cash flow, and covenant‑style metrics, both for historical analysis and forecasting purposes.

Personal Attributes:

• Highly analytical, detail‑oriented, and comfortable working under pressure.
• Commercially driven with a strong ownership mindset.
• Self‑starter, comfortable taking initiative to deliver results.
• Confident engaging with senior leadership and external stakeholders.
• Thrives in a results‑focused, high‑accountability environment.

What We Offer:

• A highly visible role in a PE‑backed growth business.
• Significant exposure to value creation and exit planning.
• Hands‑on responsibility for critical financial models and decision support.
• Competitive salary and flexible working.