Financial Planning Consultant (Operations)

Massive Rocket; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Financial Planning Consultant to enhance their financial processes and reporting structure. The role involves analyzing current methods, identifying inefficiencies, and recommending solutions to improve overall financial planning accuracy, suited for individuals with a background in FP&A.

Benefits

Fast-moving environment

Career progression opportunities

Organised team events

Qualifications

• Minimum 5 years' experience in financial planning or FP&A.
• Strong experience in improving financial systems.
• Expertise in building scalable financial frameworks.

Responsibilities

• Conduct a diagnostic review of financial processes.
• Develop actionable roadmap for improving accuracy.
• Recommend tools and systems for financial planning.

Skills

Forecasting

Financial Analysis

Stakeholder Management

Communication

Education

Bachelor's Degree in Finance or related field

Tools

Excel

Google Sheets

Float

Fathom

Spotlight

Job description

Financial Planning Consultant (Operations)

Who We Are

Massive Rocket is a high-growth Braze & Snowflake agency that has made significant strides in connecting digital marketing teams with product and engineering units. Founded just 5 years ago, we have experienced swift growth and are now at a crucial juncture, aspiring to reach $100M in revenue. Our focus is on delivering human experiences at scale, leveraging the latest in web, mobile, cloud, data, and AI technologies. We pride ourselves on innovation and the delivery of cutting-edge digital solutions.

Every role at Massive Rocket is Entrepreneurial - Successful people at Massive Rocket will not only think about their role but understand the roles around them, their goals and contribute to the success and growth of their team, customers and partners.

What We Offer

Fast-moving environment - you will never stop learning and growing

Supportive and positive work culture with an emphasis on our values

International presence - work with team members in Europe, the US, and around the globe

100% remote forever

Career progression paths and opportunities for promotion/advancement

Organised team events and outings

What we're looking for

We are seeking an experienced Financial Planning Consultant to conduct a full review of our financial processes and outputs-particularly focused on our Profit & Loss (P&L) tracking, Sales Pipeline, Sales Forecasting, and Actuals vs Forecast analysis. You will be responsible for identifying gaps, inefficiencies, and opportunities for improvement, and advising on best practices for setting up a more robust financial planning and reporting structure that is scalable.

Responsibilities

• Conduct a full diagnostic review of our current financial spreadsheets and

reporting processes.

• Assess accuracy, consistency, and usability of our:

oP&L tracking

oSales pipeline and forecast

oActuals vs predicted performance

oCost tracking and forecasting methods

• Identify key weaknesses, inefficiencies, and risks in our current approach.

• Develop a clear and actionable roadmap to improve financial planning and forecasting accuracy.

• Recommend tools, processes or systems (e.g. moving beyond spreadsheets, introducing lightweight forecasting software) tailored to a company of our size and maturity.

• If appropriate, support with implementation of any agreed changes.

• Deliver a final report and debrief with key stakeholders.

Recruitment

Qualifications:

• Minimum of 5 years' experience in financial planning, FP&A, or commercial finance-ideally within growth-stage or SME environments.

• Strong experience in diagnosing and improving financial systems where spreadsheet-based processes are in place.

• Demonstrable expertise in forecasting, modelling, and building scalable financial frameworks.

• Comfortable working independently, quickly understanding business operations and identifying key metrics and reporting needs.

• Strong communication and stakeholder management skills-able to explain complex financial issues to non-finance stakeholders.

• Experience in recommending and/or implementing tools (e.g. Float, Fathom, Spotlight, or lightweight ERP systems) is a strong plus.

Ideal Background:

• Consultancy background or experience in FP&A roles.

• Experience supporting fast-growing service businesses or agencies.

• Proficient in Excel/Google Sheets with a pragmatic approach to balancing

structure with speed.

What success looks like:

• Clear documentation of current-state analysis.

• Honest and constructive feedback on where we are going wrong.

• Practical, cost-effective recommendations on how to improve.

• Tangible improvements in our ability to plan, predict, and track financial

performance.

During the process, please note the following requirements and preparations:

- Massive Rocket has a Bring Your Own Device (BYOD) policy - you will be expected to use your own equipment for work.

- A valid work visa is required - Massive Rocket does not provide sponsorship at this time.

- You may be asked to provide proof of identification, such as a passport, ID card, or utility bill (gas, water, electricity).

- Two references may be requested - please be prepared to share names, relationship to you, and contact details (email and mobile).

- Contractors only: Proof of incorporation and valid insurance coverage is required.

Note: Please ensure that your qualifications closely match the criteria outlined in the job description. Applications not meeting the specified criteria may not be processed or considered for this position.