Investigo
Financial Planning and Analysis Manager
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FP&A Manager
High-Growth PE-Backed SaaS Business | Hybrid Working
Our client is a rapidly expanding Private Equity-backed SaaS business with an outstanding culture, ambitious growth plans, and a market-leading product offering. As the business continues its impressive expansion journey, they are seeking an exceptional FP&A Manager / Senior Finance Business Partner to become the driving force behind financial planning, commercial insight, and strategic decision support.
This is a rare opportunity to take ownership of the forward-looking finance agenda and work closely with senior leadership, board members, lenders, and investors in a business that is actively investing in growth, innovation, and M&A.
The Opportunity
This is far more than a traditional FP&A role.
You will be the financial storyteller for the business, transforming complex data into meaningful commercial insight, driving strategic decision-making, and ensuring the organisation remains on track to deliver its ambitious growth objectives.
From leading long-range planning and investor reporting to supporting acquisitions and evaluating major investment opportunities, you'll have a significant impact across every area of the organisation.
Key Responsibilities
Strategic Planning & Financial Modelling
- Own and develop the group's long-term financial model, incorporating revenue, ARR, operational expenditure, cashflow, investment plans and M&A activity.
- Lead the annual budget, long-range planning and quarterly forecasting processes.
- Deliver sensitivity analysis and scenario modelling to support strategic decision-making.
- Evaluate pricing strategies, investment opportunities and growth initiatives through robust commercial analysis.
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Private Equity, Board & Lender Reporting
- Lead monthly reporting and performance narratives for private equity investors.
- Prepare insightful board reporting, highlighting key trends, risks and opportunities.
- Support lender reporting and covenant analysis alongside senior finance leadership.
- Act as a trusted partner to executive stakeholders and investors.
SaaS Metrics & Commercial Insight
- Own and enhance key SaaS KPI reporting including ARR, NRR, GRR, CAC, LTV:CAC and cohort analysis.
- Deliver meaningful insight into customer profitability, pricing, renewals and revenue performance.
- Provide data-driven recommendations that improve business performance and support growth.
Commercial Business Partnering
- Partner with Sales, Product and Customer Success leaders to support decision-making.
- Track bookings, pipeline performance, customer growth and strategic initiatives.
- Lead investment appraisal and ROI analysis across technology, infrastructure, product development and AI initiatives.
M&A & Growth Projects
- Build acquisition models and evaluate investment opportunities.
- Support due diligence activity and acquisition integration planning.
- Incorporate acquired businesses into group forecasting and planning processes.
- Play a key role in supporting the company's ongoing growth strategy.
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About You
We're looking for a commercially focused finance professional who enjoys operating at both a strategic and hands-on level.
You will likely have:
- ACA, ACCA or CIMA qualification.
- Significant post-qualified experience within FP&A, Commercial Finance or Finance Business Partnering.
- Experience within a SaaS, software or recurring revenue environment.
- Exposure to Private Equity-backed businesses and investor reporting.
- Advanced financial modelling skills with experience building complex models from scratch.
- Strong understanding of SaaS metrics.
- Excellent communication and stakeholder management skills.
- Experience supporting acquisitions, integrations or corporate finance projects would be highly advantageous.
- Knowledge of NetSuite and/or Salesforce would be beneficial but is not essential.
Why Join?
- Join a highly successful and rapidly growing PE-backed SaaS business.
- Work directly with senior leadership, board members and investors.
- Play a critical role in shaping business strategy and future growth.
- Gain exposure to M&A activity and high-profile strategic projects.
- Collaborative, people-focused culture with ambitious plans for the future.
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