Director of Financial Planning and Analysis

JR United Kingdom; York; On-site; GBP 80,000 - 130,000; Full time

Job summary

A fast-growing, Private Equity-backed SaaS business is seeking a Director of Financial Planning and Analysis to join their senior finance leadership team. This pivotal role offers significant influence over strategic decision-making and involves leading the planning and performance function, partnering with executives to drive value creation.

Qualifications

• Extensive experience in FP&A within Private Equity backed businesses.
• Strong grasp of SaaS metrics and recurring revenue drivers.
• Proven experience in supporting board-level decision-making.

Responsibilities

• Leading the budgeting and forecasting cycles across the group.
• Preparing high-quality board and investor reports.
• Building financial models to support strategic initiatives.

Skills

Financial Modelling

Leadership

Communication

Education

ACA/ACCA/CIMA or equivalent

Job description

Social network you want to login/join with:

Director of Financial Planning and Analysis, york

col-narrow-left

Client:

Finatal

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

07.06.2025

Expiry Date:

22.07.2025

col-wide

Job Description:

Title: Director of FP&A

Ref: MB13294

SaaS

We are working with a fast-growing, Private Equity-backed £240m turnover SaaS business who are seeking a commercially-minded FP&A Director to join its senior finance leadership team. This is a pivotal role reporting directly to the CFO, offering significant influence over strategic decision-making during a period of rapid scale-up, international growth and acquisitive activity. You will be working closely with the executive team and PE stakeholders to drive insight, performance and value creation.

As FP&A Director, you will be responsible for leading and evolving the group’s planning and performance function; this includes delivering robust budgeting, forecasting, commercial modelling and investor reporting. You will also play a key role in business partnering across departments, ensuring financial data supports effective decision-making at all levels.

Key responsibilities include:

• Leading the budgeting, forecasting and long-range planning cycles across the group
• Preparing high-quality board and investor reports to PE standards
• Building and maintaining detailed financial models to support strategic initiatives
• Supporting the M&A activity, including due diligence, integration and scenario modelling
• Partnering with the CFO and executive team on strategic planning and business performance
• Developing KPI’s and dashboards to drive accountability across the business
• Managing and developing a high-performing FP&A team
• Enhancing financial systems and reporting tools to support scalability

Key requirements include:

• ACA, ACCA, CIMA or equivalent
• Extensive FP&A experience with at least two roles in Private-Equity backed businesses
• Strong financial modelling skills, with the ability to interpret and present complex data clearly
• Proven experience supporting board-level decision-making and investor relations
• A strong grasp of SaaS metrics and recurring revenue drivers
• Excellent communication and leadership skills