Finance Analyst

Form3 - External; United Kingdom; Remote; GBP 40,000 - 60,000; Full time

Job summary

Join a leading company as a Finance Analyst, where you'll work closely with Product and Engineering teams. You'll be responsible for maintaining accurate cost data, supporting performance tracking, and enabling data-driven decision-making. This role offers mentorship from senior finance professionals and the chance to make a significant impact on the company's success.

Qualifications

• 3+ years' experience in a Finance Analyst role.
• Experience presenting to senior stakeholders.

Responsibilities

• Maintain and develop crucial cost data for revenue forecasting.
• Build and maintain financial models for key business metrics.

Skills

Financial Analysis

Excel

Management Accounting

Communication

Data Analysis

Education

Degree in Finance

Part-qualified Accountant (CIMA; ACA; ACCA)

Tools

PowerPoint

AWS Reporting

Job description

THE ROLE

This is an exciting opportunity for a skilled Finance Analyst to join the Finance team within Form3.

In this role, you will work closely with our Product and Engineering teams on various critical deliverables, whilst supporting the wider business with company-wide cost management. You will have the opportunity to grow and develop with the support and mentorship of our Senior Finance Business Partner, whilst also making a real impact on the future success of Form3.

With a strong background in financial analysis, you will hold responsibility for maintaining accurate cost data, supporting performance tracking, and enabling decision-making across the wider business through revenue forecasting, financial modelling, and tracking of cost budgets.

Key Responsibilities

1. Maintain and develop crucial cost data to support accurate revenue forecasting.
2. Provide timely and accurate data to the R&D teams and assist in gathering critical R&D management information.
3. Design, scope, and create reports and presentations to monitor performance and track against targets, including management and board reporting.
4. Build and maintain financial models relating to cost, spend, usage, and other key business metrics.
5. Assist in tracking and monitoring cost budgets in line with key business objectives, ensuring integrity of financial data.
6. Partner across the business to support wider initiatives and enable data-driven decision-making.
7. Support the Tax team with the annual R&D tax claim by collating relevant resource and project data.

WE'RE LOOKING FOR

Essential

• 3+ years' experience in a Finance Analyst role.
• Part-qualified Accountant (CIMA; ACA; ACCA) and/or a Degree in Finance, Business or a related field.
• Proven experience in Management Accounting and cost tracking.
• Skilled in Excel, with strong financial modelling capability.
• Experience presenting to and partnering with senior stakeholders, particularly within R&D.
• Strong PowerPoint skills with experience preparing performance reports for various audiences.

Desirable

• Able to quickly analyse, understand, and summarise large datasets.
• Experience working within a FinTech, Payments, Banking or SaaS company.
• Exposure to AWS reporting methods or similar cloud infrastructure reporting tools.

THE TEAM

This role sits within Form3's Finance team and reports directly into the Senior Finance Business Partner. As a core member of this team, you will work alongside a close-knit group of experienced Finance professionals, based predominantly in the UK, supporting a company of over 200 employees.

The team meets up a few times a year for social events but primarily work remotely, so staying connected via Zoom is hugely important to us - we are in contact with each other daily!

INTERVIEW PROCESS

1. Screening Call with the Talent Team
2. Zoom Interview with the Senior Finance Business Partner
3. Zoom Interview with the Financial Controller & Head of Treasury
4. Zoom Interview with the CFO

We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we are hiring the right person!

HIRING LOCATIONS

For this role, we are currently only able to accept applications from within the United Kingdom.

ABOUT FORM3

Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3, check out the following pages:

• What we do
• Life at Form3
• Benefits
• Flexa-verified employer
• Podcasts

OUR DEI&B COMMITMENT

We hire talented people from a variety of backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness, and curiosity. We're united by our company values (we even created them together!) and we celebrate our unique differences.

Our employee lifecycle processes are designed to embrace equal opportunity and prevent discrimination against our people regardless of personal characteristics. It is our strong belief that the more inclusive and belonging we are as a business, the better our work will be.

As an inclusive employer, we guarantee to interview all neurodiverse and physically disabled applicants who meet the minimum criteria for this role. We also encourage candidates to notify us of any reasonable adjustments that may be required during the recruitment process. This includes providing job adverts in alternative, accessible formats or adjustments required at interview stage.

If you consider yourself to be neurodiverse or physically disabled under the UN definition of disability and would like to be considered under this scheme and/or require any reasonable adjustments please let us know by sending an email to [e-mail] clearly stating your consent for us to process this data.

For more information please refer to our Recruitment Data Policy.