At a Glance
- Tasks: Join our finance team to drive financial planning and performance analysis in a fast-paced environment.
- Company: Dynamic PE-backed SaaS business focused on scalable growth and value creation.
- Benefits: Competitive salary, flexible working, and significant exposure to value creation.
- Why this job: Make a real impact with hands-on responsibility for critical financial models.
- Qualifications: Qualified accountant with advanced Excel skills and industry experience.
- Other info: Thriving environment for self-starters who excel under pressure.
The predicted salary is between 36000 - 60000 £ per year.
Location: Flexible / Hybrid – North-West based
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), has industry experience, and has been exposed 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.
Analyst- Financial Planning in London employer: Qinecsa Solutions
Contact Detail:
Qinecsa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst- Financial Planning in London
✨Tip Number 1
Network like a pro! Reach out to people in the finance and SaaS sectors, especially those who work in PE-backed environments. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream FP&A Analyst role.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and financial modelling techniques. Be ready to showcase your analytical prowess and discuss how you've used data to drive decisions in past roles. Practice makes perfect!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for openings that match your skills and interests. Tailor your approach to show how you can add value in a PE-backed setting.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the FP&A Analyst position.
We think you need these skills to ace Analyst- Financial Planning in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A Analyst role. Highlight your experience with Excel-based financial modelling and any relevant industry experience. We want to see how your skills align 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 fast-paced, PE-backed environment. Share specific examples of your achievements in financial planning and performance analysis.
Showcase Your Analytical Skills: In your application, don’t forget to showcase your analytical prowess. Mention any experience you have with SaaS metrics or commercial insights, as these are key to the role. We love candidates who can think critically and provide valuable insights!
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 don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Qinecsa Solutions
✨Master Your Excel Skills
Since the role heavily relies on advanced Excel modelling, make sure you brush up on your skills. Be prepared to discuss specific models you've built in the past and how they contributed to financial planning or decision-making.
✨Know Your SaaS Metrics
Familiarise yourself with key SaaS metrics like ARR, churn, and retention rates. Being able to analyse and discuss these metrics will show that you understand the business model and can provide valuable insights.
✨Prepare for Scenario Modelling Questions
Expect questions around scenario and sensitivity analysis. Think of examples where you've used these techniques to support strategic decisions, and be ready to explain your thought process clearly.
✨Showcase Your Commercial Acumen
Demonstrate your ability to connect financial data with business strategy. Prepare examples of how your analyses have influenced pricing, hiring, or investment decisions in previous roles, highlighting your understanding of value creation.