Accountancy Capital
Head of Financial Planning and Analysis Wokingham
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Head of FP&A - SaaS Business
A private-equity-backed SaaS business in the Wokingham area is building out its finance function and needs a Head of FP&A to become its analytical engine. FD Capital is retained on the search. The role is hybrid, 2–3 days per week on-site, reporting directly to the CFO, and it is newly created — the first dedicated FP&A hire the business has made.
Before you apply, it is worth being clear about the shape of this job, because it will suit a particular kind of person and not others.
You will be a team of one. There are no analysts to delegate to and no existing models to inherit. The reporting, the forecasting, the ARR intelligence — you build all of it yourself, from close to a standing start. This is a doer's role, not a leadership-of-others role. The reward is ownership: everything the board and the investors see, you will have built. If your recent experience has been running an established function or directing a team, this will feel like a step sideways rather than the right fit. If you have been itching to construct something properly from first principles, it is exactly that.
SaaS is the essential ingredient. This is a real software-as-a-service operation — several products, high transaction volumes, and revenue that moves quickly. The client is clear that they need someone who has already worked inside a business of this type and understands how it behaves: how cohorts churn and expand, how recurring revenue is recognised and reported, and how fast the picture changes month to month. Experience of recurring revenue in a different setting, or SaaS seen only from the outside on the deal side, will not carry the role.
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The remit is broad and sits where financial rigour meets commercial reality. You will speak to two audiences at once — the internal finance and commercial teams you work alongside every day, and the PE investors who expect clean, credible numbers and a clear story behind them.
Responsibilities
The work itself
- Own the annual budget and the monthly rolling forecast, with variance analysis that explains the "why", not just the "what"
- Build the ARR data model from scratch — cohort retention, expansion, churn, NRR/GRR, CAC payback, LTV:CAC
- Produce board and investor reporting that leads with narrative and stands up to scrutiny
- Replace patchy, manual MI with a single automated source of truth you have designed
- Partner across Sales, Marketing and Customer Success on RevOps and commercial finance
- Model the big strategic calls — pricing, new markets, M&A, major investment
- Bring AI and automation into the FP&A toolkit
Who this is for — the essentials
- Hands-on FP&A ownership gained inside a SaaS business, ideally multi-product and high-velocity, where the ARR reporting and forecasting were personally yours. Without this, an application is unlikely to progress
- A demonstrable history of building FP&A infrastructure yourself, as an individual contributor, rather than inheriting or overseeing it
- Institutional-grade modelling: three-statement, scenario, sensitivity and variance, done to a standard a PE investor would trust
- SaaS metrics used in anger — ARR/MRR, NRR/GRR, churn cohorts, CAC payback, LTV:CAC
- Comfortable being close to the detail one moment and presenting to a PE board the next
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Nice to have
- Direct experience of PE-backed businesses and investor reporting
- A strong quantitative degree (Maths, Engineering, Physics, Economics or similar) — calibre matters more than the institution
- ACA, CIMA or CFA, qualified or part-qualified
- Confidence with BI tooling and a genuine interest in AI within finance
For the right person this is a rare build opportunity with a clear line of sight to CFO. You will see your work move the business, and be seen doing it by the people who decide what comes next.
Job Benefits
Package
- £100,000–£105,000 basic, plus 10% bonus and LTIP. Full-time, permanent. Wokingham, Berkshire, with hybrid working. Start date from 1st August 2026.
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