At a Glance
- Tasks: Lead financial planning and analysis, transforming reporting processes for a high-growth SaaS business.
- Company: Market-leading international SaaS and technology firm with a dynamic culture.
- Benefits: Competitive salary, exit bonus, equity options, and hybrid working.
- Other info: Direct access to executive leadership and significant career growth opportunities.
- Why this job: Make a real impact on financial strategy and shape the future of the company.
- Qualifications: Qualified finance professional with strong FP&A experience and data-driven mindset.
The predicted salary is between 120000 - 140000 £ per year.
We are partnering with a market-leading international SaaS and technology business to appoint a Head of Financial Planning & Analysis. Reporting directly to the Group CFO, with regular exposure to the CEO, Executive Leadership Team and Board, this is a rare opportunity to play a pivotal role in shaping the financial reporting, planning and data infrastructure of a highly successful growth business as it prepares for its next phase of value creation and a targeted exit event within the next four years.
As part of the long-term incentive structure, the successful individual will participate in an exit bonus arrangement equivalent to approximately 1x annual salary upon successful completion of the transaction.
The Opportunity
Whilst the business has recently completed a NetSuite implementation, much of the Group's management information and FP&A reporting currently sits outside the ERP environment, relying on a series of sophisticated but highly manual Excel-based models and reporting packs. A key objective of this role will be to lead the evolution of the FP&A function from a largely spreadsheet-driven environment to a scalable, automated and data-led reporting framework capable of supporting a larger international business and future exit process.
Working closely with Finance, Technology and Data teams, you will help design and implement a best-in-class reporting architecture that improves data quality, reporting efficiency, KPI visibility and decision-making across the Group. This role offers a genuine opportunity to leave a lasting legacy on the business whilst becoming a trusted advisor to the CFO, CEO and Board.
Key Responsibilities
- Strategic FP&A Leadership
- Lead the Group budgeting, forecasting and long-range planning processes.
- Develop and maintain robust financial models, scenario planning and strategic forecasts.
- Produce insightful Board, shareholder and executive reporting.
- Build a 3-5 year financial roadmap aligned to the company's growth and exit objectives.
- Data & Reporting Transformation
- Drive the transition from manual spreadsheet-based reporting to an automated and scalable FP&A environment.
- Partner with Technology, Data and Finance teams to improve data integrity, reporting automation and management information.
- Enhance utilisation of NetSuite and associated reporting tools.
- Design KPI dashboards and performance reporting frameworks that provide real-time business insights.
- Commercial Finance & Business Partnering
- Partner with senior stakeholders across the business to support strategic decision-making.
- Deliver analysis around revenue performance, customer profitability, resource utilisation and operational efficiency.
- Support pricing decisions, investment appraisals and commercial evaluations.
- Identify opportunities to improve profitability, cash generation and operational performance.
- Leadership
- Lead and develop a small team of analysts and reporting specialists.
- Foster a culture of continuous improvement and commercial accountability.
About You
You will be a qualified ACA, ACCA or CIMA finance professional with a strong FP&A background and a passion for using data to drive business performance. We're particularly interested in individuals who have:
- Built or transformed FP&A functions within high-growth businesses.
- Experience operating within SaaS, technology or recurring revenue environments.
- Strong systems and reporting transformation experience.
- Advanced financial modelling capability.
- Expertise in Power BI, reporting tools and data visualisation.
- Experience presenting to Board and Executive stakeholders.
- A commercial mindset with the ability to influence and challenge senior decision-makers.
Highly Desirable
- Experience within private equity-backed businesses.
- Previous involvement in an exit, refinancing or significant value creation programme.
- Knowledge of SaaS metrics including ARR, MRR, churn, retention and customer lifetime value.
Why Join?
- Direct access to the CFO, CEO and Board.
- Significant influence over the company's reporting and decision-making capability.
- Opportunity to lead a major finance transformation programme.
- High-growth international SaaS environment.
- Exposure to a planned exit process within approximately four years.
- Exit bonus opportunity equivalent to circa 1x annual salary.
- Genuine opportunity to shape the future of the finance function.
Head of Financial Planning in London employer: Savant Recruitment Experts
Join a dynamic and innovative international SaaS and technology business as the Head of Financial Planning & Analysis, where you will have direct access to the CFO, CEO, and Board, allowing you to significantly influence the company's financial reporting and decision-making capabilities. With a strong focus on employee growth and a culture that fosters continuous improvement, this role offers a unique opportunity to lead a major finance transformation programme in a high-growth environment, alongside an attractive compensation package that includes an exit bonus and equity participation. Experience the excitement of shaping the future of the finance function while working in a collaborative and forward-thinking team in London.
Contact Details:
Savant Recruitment Experts Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning in London
✨Tip Number 1
Network like a pro! Reach out to connections in the finance and tech sectors, especially those who have experience in FP&A. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s financials and recent news. Show them you’re not just another candidate; you’re genuinely interested in their growth and how you can contribute to their success.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills. Plus, it shows you’re serious about joining our team and ready to make an impact.
We think you need these skills to ace Head of Financial Planning in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Head of Financial Planning role. Highlight your FP&A experience, especially in SaaS or tech environments, and showcase any relevant achievements that align with the job description.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share your passion for data-driven decision-making and how you've transformed FP&A functions in the past. Make it personal and engaging!
Showcase Your Technical Skills:Don’t forget to mention your expertise in financial modelling, Power BI, and reporting tools. We want to see how you can drive the transition from manual to automated reporting, so be specific about your experience.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Savant Recruitment Experts
✨Know Your Numbers
As a Head of Financial Planning, you’ll need to demonstrate your financial acumen. Brush up on key metrics like ARR, MRR, and churn rates. Be ready to discuss how you've used these metrics in past roles to drive decision-making and improve business performance.
✨Showcase Your Transformation Experience
This role involves transforming FP&A functions. Prepare examples of how you've successfully led similar initiatives in high-growth environments. Highlight specific tools or methodologies you’ve implemented, especially around automation and reporting.
✨Engage with Stakeholders
You’ll be partnering with senior stakeholders, so practice articulating your ideas clearly and confidently. Think about how you can influence decision-makers and provide insights that align with the company’s strategic goals. Prepare to discuss how you’ve navigated challenging conversations in the past.
✨Demonstrate Leadership Skills
As a leader, you’ll be expected to develop a team and foster a culture of improvement. Be ready to share your leadership philosophy and examples of how you’ve mentored others. Discuss how you encourage accountability and continuous learning within your teams.
