Financial Planning and Analysis Manager

CSL Group; Watford; On-site; GBP 65,000 - 90,000; Full time

Job summary

CSL Group is seeking a commercially minded FP&A professional to own planning, forecasting and management reporting across the group. You will partner with Sales, Marketing, Operations, Product and Technology to translate data into actionable insights and robust financial models.

Reporting to the Commercial Finance Director, you will manage monthly rolling P&L, cash flow and balance sheet forecasts, plus 6+6 and multi-year plans.

Qualifications

• ACA/ACCA/CIMA qualified with 1–5 years’ FP&A experience.
• Excellent Excel modelling and three-statement forecasting.
• Strong PowerPoint skills with ability to present complex data clearly.
• Experience in recurring revenue or SaaS businesses; IoT experience is a plus.
• Commercially curious, proactive and capable of challenging senior stakeholders.

Responsibilities

• Forecasting & Planning: Own the monthly rolling P&L, cash flow and balance sheet forecast; lead budget, 6+6 and multi-year plan, including scenarios.
• Management Reporting: Own monthly revenue, gross margin, EBITDA and cash bridges; analyse by business area, product, customer and geography.
• Commercial & Revenue Insight: Analyse ARR, pricing, margin, and customer profitability; track SaaS KPIs like GRR, NRR, churn, ARPU and AMPU.
• Business Partnering: Build relationships with budget owners; challenge assumptions and track headcount and opex.
• Modelling: Build robust, well-documented models and business cases for growth and investment.
• M&A & Integration: Support acquisition analysis and due diligence, integration into group reporting, and synergy tracking.
• Board & Investor Reporting: Assist in preparation of Board/investor materials with clear commentary.
• Process & Automation: Improve data quality and automation using BI and AI tools.

Skills

Excel modelling

PowerPoint

Forecasting

Education

ACA / ACCA / CIMA qualified

Tools

BI tools

Job description

• We are a leading international critical IoT connectivity expert provider specialising in sectors including Building & Security, Healthcare & Telecare, Infrastructure, Retail & Hospitality, and Transport & Logistics.
• We are a rapidly growing, private equity-backed company with an international presence, operating across the UK, Ireland, the Nordics, Benelux, Spain, and North America.
• We have completed 7 acquisitions, with each acquired business adding further expertise and scale to our market‑leading propositions.
• We have over 30 years of experience and now operate over 3 million active IoT connections around the world.
• We now have over 270 employees within the Group – and this is growing all the time.
• We are ranked 10th in the 2025 UK’s Best Workplaces™ by Great Place To Work®
• Our high performing team is renowned for delivering leading solutions and services, backed up by world‑class customer support across markets that demand nothing less than absolute certainty.
• Our products and solutions have won over 20 awards across a range of industries.

Who Are CSL Looking For?

A commercially minded, ambitious finance professional with strong FP&A fundamentals, who can own detailed models and forecasts but also step back to understand the commercial drivers and turn analysis into clear recommendations. You will be confident with senior stakeholders, comfortable in a fast-moving PE-backed environment and keen to develop towards a senior FP&A or Commercial Finance role.

The Role:

Reporting to the Commercial Finance Director, you will own CSL’s core planning, forecasting and management reporting, and provide forward-looking financial and commercial insight across the Group. You will partner with Sales, Marketing, Operations, Product and Technology, with regular exposure to the CFO and Executive Team.

Duties & Responsibilities:

This role will encompass a range of responsibilities including but not limited to:

• Forecasting & Planning: Own the monthly rolling P&L, cash flow and balance sheet forecast; lead key elements of the budget, 6+6 and multi-year plan, including scenarios.
• Management Reporting: Own monthly revenue, gross margin, EBITDA and cash bridges, analysing performance by business area, product, customer and geography to highlight risks, opportunities and underlying trends.
• Commercial & Revenue Insight: Analyse ARR, pricing, margin, and customer profitability, alongside key SaaS-related KPIs such as GRR, NRR, churn, ARPU and AMPU.
• Business Partnering: Build strong relationships with budget owners, challenge assumptions constructively and drive accountability against forecast, budget and investment cases, including opex and headcount tracking.
• Modelling: Build robust, well-documented models and business cases for growth and investment.
• M&A & Integration: Support acquisition analysis and due diligence, integration of acquired businesses into Group reporting, and synergy tracking.
• Board & Investor Reporting: Assist in the preparation of Board and investor materials with clear, concise commentary reconciled to underlying models.
• Process & Automation: Improve data quality and automation, including use of BI and AI tools.

Key Skills & Qualifications Sought:

• ACA / ACCA / CIMA qualified, 1-5 years PQE in FP&A
• Excellent Excel modelling and three-statement forecasting skills
• Strong PowerPoint skills and the ability to turn complex analysis into clear messages
• Comfortable with large data sets and imperfect information
• Experience in recurring revenue, PE-backed software or SaaS businesses; IoT experience advantageous but not essential
• Commercially curious, proactive, hands‑on and confident challenging senior stakeholders
• Hunger, drive and focus
• Strong attention to detail

CSL operates as an equal opportunities employer and we welcome all applications regardless of gender, race, disability, sexual orientation, religion or belief, age, gender reassignment, marital or civil partnership status, pregnancy, or maternity.