Goodman Masson
Director of Financial Planning and Analysis
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Director of FP&A | PE Backed | Salary £125,000 - £150,000 + bonus and benefits
I am currently partnering with a PE backed SaaS company who are looking for a Director of FP&A to come and join a growing team. This is a very exciting opportunity to join a business which is growing massively and looking to go through an exit within the next 3-4 years. This isn't a standard FP&A role but one where you will be driving the strategy of the business with the opportunity to learn from a seasoned CFO before stepping up.
Board & Management Reporting
- Own the production of monthly board reporting packs, ensuring accuracy, timeliness and narrative clarity for PE owners and senior stakeholders
- Deliver CARR and ARR reporting, sales pipeline analysis and SaaS KPI metrics including retention rates, churn and upsell performance
- Track and communicate risks and opportunities across the business, providing actionable insights to the CFO and c-suite
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Budgeting, Forecasting & Planning
- Lead the annual budgeting process and rolling monthly reforecast cycle, ensuring robust P&L, cashflow and balance sheet modelling
- Drive longer-range (3-year) strategic planning in partnership with business leadership
- Maintain and develop financial models to support commercial decision-making and scenario analysis
Business Partnering
- Serve as a key business partner across the entire c-suite, translating financial data into strategic insight
- Support commercial teams on pricing, sales pipeline reporting and contract analysis
- Engage regularly with PE owners, presenting financial performance and strategic updates with confidence
M&A & Strategic Projects
- Play a leading role in M&A activity including investment case preparation, due diligence (FVDD / QoE), deal execution and post-acquisition integration
- Support TSA cost tracking, synergy and dis-synergy management following acquisitions
- Drive systems and process improvement, including FP&A tooling and automation initiatives
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People Leadership
- Lead and develop the FP&A team, currently comprising 2 direct reports
- Foster a culture of high performance, continuous improvement and commercial awareness
Requirements to be considered
- Qualified accountant (ACA, ACCA or CIMA) with significant post-qualified experience
- Proven track record in a senior FP&A leadership role within a PE-backed SaaS/technology business
- Deep expertise in SaaS metrics: CARR, ARR, retention rates, NRR, churn and related KPIs
- Strong experience of board-level reporting, budgeting, forecasting and long-range financial planning
- Demonstrable M&A experience, financial due diligence, deal execution and post-deal integration
- Confident, credible communicator with experience presenting to PE owners, CEOs and senior leadership
- Experience leading and developing small finance team
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