Director - Financial Planning & Analysis

Freshworks; City Of London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading SaaS company in the City of London is seeking a Director of Sales FP&A. This role is crucial for driving process improvements and delivering key financial metrics. The candidate should have extensive experience in financial planning and analysis, ideally within a SaaS environment. The position offers an attractive benefits package including company-funded health insurance and a yearly learning budget.

Benefits

Life & Long-Term Disability insurance

Pension scheme

Private Medical Insurance

Learning budget of £1,000 per year

Fitness budget of £30 per month

Cycle to work Scheme

Daily lunch when in office

Employee Assistance Program

25 days annual Paid-Time-Off

Discounted Tax Support Services

Qualifications

• 12+ years of experience in FP&A, ideally in a SaaS company.
• 5+ years in a Sales or GTM FP&A function highly preferred.
• Strong knowledge of Finance and Accounting processes.

Responsibilities

• Lead the development of forecasts focusing on business drivers.
• Partner with stakeholders to provide insights on performance.
• Identify gaps in planning processes and develop solutions.

Skills

FP&A

Financial modeling

Data integrity

Communication skills

Analytical skills

Tools

NetSuite

Adaptive

Job description

Overview

We are seeking a Director of Sales FP&A to contribute meaningfully to planning, analysis, reporting, and strategy in support of our rapidly growing organization. This person will partner with key stakeholders across the organization and be responsible for implementing and driving process improvements, delivering value-added business analysis, as well as defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making. This is a great opportunity for someone interested in a high impact FP&A role with a company that offers opportunities for growth and development.

Responsibilities

• Lead and drive the development of annual and rolling forecasts, focusing on the underlying business drivers and key financial and operating metrics to align long-term objectives. This includes owning the global sales long range plan, sales planning calendar, and clearly communicating timelines, deliverables, and expectations with all planning stakeholders

• Partner with key stakeholders across the organization, including within Finance and Sales Operations, Revenue Operations, and Sales Leadership, to provide narrative insights on current and expected future performance

• Forecasting of company commissions compensation expenses through partnering with Sales Operations and Commissions Operations.

• Identify gaps in existing planning and forecasting processes, develop solutions to address gaps, and seek greater integration and standardization across planning teams

• Be a subject matter expert on sales & customer data: build and scale models giving structure to data, assess historical trends, and design drivers to more accurately forecast customer metrics and support business decisions

• Drive the production of monthly, quarterly, and annual financial results and deliverables to the Executive team, the Board of Directors, and investors

• Implement and drive tools for financial forecasting of ARR and key GTM metrics

• Provide analytical, financial modeling, and decision making support for ad-hoc and special projects

Qualifications

• 12+ years of experience in FP&A, ideally in a SaaS company

• 5+ years of experience in a Sales or GTM FP&A function highly preferred

• Strong knowledge of Finance and Accounting processes, data structures, and systems in a public company environment

• Direct experience using financial systems, ideally with NetSuite and Adaptive

• Excellent communication and presentation skills and attention to detail

• Strong drive for data integrity, building processes, and reaching solutions from scratch

• Growth mindset with demonstrated ability to learn quickly

Additional Information

These are some benefits you can expect from us in return:

• Company funded Life & Long-Term Disability insurance

• Pension scheme

• Private Medical Insurance + Health Cash Plan

• Learning & Reading budget of up to £1,000 per year

• Fitness budget of up to £30 per month

• Cycle to work Scheme

• Company funded daily lunch when in office

• Company Funded Employee Assistance Program (EAP) for both you and your family

• 25 days annual Paid-Time-Off (PTO)

• Discounted Tax Support Services

Equal Opportunity

At Freshworks, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees, communities and the business.