Financial Planning Analyst

Marks Sattin; Greater London; Hybrid; GBP 85,000 - 120,000; Full time

Job summary

Marks Sattin is partnering with a rapidly scaling fintech in London to recruit a central FP&A lead. This role shapes financial planning, performance analysis, and reporting while partnering with senior leadership on strategic and board-level initiatives.

You will own monthly management accounts, rolling forecasts, and multi-year plans, building three-statement models for scenario planning and providing actionable commentary to drive profitable decisions.

Qualifications

• Fintech/Payments or Financial Services experience.
• Experience in a similar FP&A function.
• ACA/ACCA/CIMA qualification, ideally from Big 4.
• Strong project experience with implementations and automations.
• Experience using AI to automate processes.

Responsibilities

• Lead monthly management accounts creation and enhancement.
• Maintain rolling forecasts, budgets and multi-year plans.
• Develop and update integrated three-statement models for scenario planning.
• Conduct variance analysis with actionable leadership commentary.
• Build frameworks to assess margins and profitability across products.
• Develop pricing analysis models for revenue and unit economics.
• Create dashboards to track margin trends and issues.
• Collaborate with commercial/operational teams on cost allocation.
• Prepare monthly board materials and investor reporting.
• Work with Finance Data Analyst on data definitions and quality.

Skills

FP&A

Forecasting

Budgeting

Variance analysis

Pricing analysis

Data visualization

Education

ACA/ACCA/CIMA Qualified

Job description

The Client: Rapidly growing Fintech firm

Location: London, hybrid

Marks Sattin is working with a rapidly scaling fintech expanding across the UK and Europe. As a central FP&A partner, you will shape financial planning, performance analysis, and reporting while partnering with senior leadership on strategic and board level initiatives.

Key Responsibilities

• Lead the creation and enhancement of monthly management accounts.
• Maintain rolling forecasts, annual budgets, and multi year financial plans with clear assumptions.
• Develop and update integrated three statement models for scenario planning.
• Conduct variance analysis (actuals vs. budget vs. forecast) and produce actionable commentary for leadership.
• Build frameworks to assess gross margin, contribution margin, and profitability across products, segments, and customer cohorts.
• Develop pricing analysis models to evaluate the financial impact of pricing changes on revenue, margin, and unit economics.
• Create dashboards to track margin trends and highlight emerging issues.
• Partner with commercial and operations teams to ensure accurate cost allocation and economic visibility.
• Prepare monthly board materials and investor ready reporting on financial performance and strategic progress.
• Work with the Finance Data Analyst on data definitions, quality standards, and integrated financial operational data sets.
• Turn structured datasets into clear insights and decision support.
• Collaborate with external advisors on fundraising, due diligence, and strategic reviews by providing accurate financial data and analysis.

Prior Experience:

• Prior experience within a Fintech/Payments or broader Financial Services Experience
• Experience working in a similar FP&A function
• ACA/ACCA/CIMA Qualified (Ideally from Big 4 background)
• Strong project experience assisting with implementations and automations
• Experience utilising AI to help automate processes