Departmental Performance Reporting

• Maintain and enhance a suite of departmental performance dashboards and scorecards, ensuring department heads have timely, accurate, and meaningful data to manage their functions.
• Partner with heads of Sales, Customer Success, Implementation, Product, and Operations to define KPIs, track performance, and identify variances requiring action.
• Conduct regular variance analysis against budget and prior periods, providing clear commentary and recommendations.

Data & Systems Analysis

• Extract, transform, and analyze data from CRM systems (HubSpot), resource platforms, and operational systems to build a complete commercial picture of business performance.
• Produce recurring and ad-hoc analyses covering pipeline health, ARR movement, churn, customer retention, implementation throughput, and professional services utilisation.

Acquisition Integration

• Support the financial integration of acquired businesses and consolidation into group reporting, and management account integration.
• Build financial models and analysis for due diligence purposes, contributing to the assessment of acquisition targets alongside the CFO and advisers.
• Develop and track post-acquisition integration milestones from a financial performance perspective, identifying synergies and risks against plan.

Financial Systems Implementation

• Play a lead finance role in the planned ERP implementation and migration programme, ensuring financial data integrity, process design, and user acceptance from a finance perspective.
• Support process requirement documentation, work with implementation partners to validate system configuration, and support the finance team through change.
• Contribute to the continuous improvement of the finance systems landscape, including reporting tools, consolidation platforms, and data pipelines.

EXPERIENCE AND QUALIFICATIONS:

Minimum Qualifications & Experience

• Qualified accountant (ACA, ACCA, CIMA, or equivalent) with a minimum of four to six years post-qualification experience.
• Demonstrable experience in an FP&A, or commercial finance role, ideally within a technology, SaaS, or subscription-model business.
• Strong financial modelling skills; comfortable building and operating within multi-scenario models, with a high standard of accuracy and presentation.
• Confident communicator with the ability to work alongside, and constructively challenge, senior management.
• Highly organized with the ability to manage multiple priorities in a fast-moving environment.
• Experience of ERP implementation or migration from a finance workstream perspective, system selection, requirements, testing, or go-live.

Desirable

• Familiarity with SaaS metrics: ARR, MRR, NRR, GRR, CAC payback, LTV, Rule of 40.
• Experience working within a PE-backed or investor-reporting environment.
• Experience working with CRM or product analytics data (HubSpot, Salesforce, or similar) and translating operational metrics into financial insight.
• Proven track record of supporting or leading the financial aspects of an M&A integration or business combination.
• Knowledge of the food, agri-food, or supply chain technology sectors.

Benefits:

• This is a high-visibility role with direct CFO access and genuine scope to shape the finance function.
• Exposure to the full range of corporate finance activity: PE reporting, acquisitions, ERP transformation, and board-level commercial analysis.
• A collaborative, values-driven culture where people stay long-term and are given real responsibility.
• Competitive salary and benefits package including private healthcare, flexible working, and a structured career development plan.
• The opportunity to join a business at a pivotal point in its growth, backed by Apax Partners and expanding across the UK, US, and Australia.