FP&A Analyst

Avantra; Greater London; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a detail-oriented FP&A Analyst to join their dynamic finance team. This exciting role involves developing financial forecasts, collaborating with department heads on budgeting, and providing insightful analysis to support strategic decision-making. The ideal candidate will possess strong financial modelling skills and a solid understanding of accounting principles. You'll thrive in a culture that values care, collaboration, and communication, while working closely with cross-functional teams. If you are passionate about finance and eager to contribute to a high-growth tech company, this opportunity is perfect for you.

Benefits

25 holiday days

Wellbeing holiday day

Pension match contributions

Remote / WFH allowance

Qualifications

• 3+ years of FP&A experience in a PE backed SAAS organization.
• Strong financial modelling and analytical skills required.

Responsibilities

• Develop and maintain financial models and forecasts.
• Collaborate with teams to provide financial guidance and insights.

Skills

Financial Modelling

Analytical Skills

Communication Skills

MS Office Applications

BI Tools

Accounting Principles

Problem-Solving

M&A Experience

Education

Bachelor's Degree

ACA/CA/ACCA Qualification

Tools

Salesforce

ERP Systems

Job description

Job description

This is an exciting role for a committed and dedicated FP&A Analyst. We are seeking a detail-oriented, highly analytical FP&A Analyst to join our finance team. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organisation. The ideal candidate will have strong financial modelling skills, a solid understanding of accounting principles, and excellent communication abilities.

This role reports to the Global Finance Controller.

Avantra is a high growth tech company with Private Equity backing. Our product is the leading AIOps platform for SAP operations, enabling customers to achieve hyperautomation success. Our customers are large multinational enterprises and household names, including national and global managed service providers. We have teams based across Switzerland, Germany, UK, US and Eastern Europe. Our culture is something we are incredibly proud of and strive to protect. We live our values of Care, Collaborate, Communicate, Embrace every day through company mindfulness sessions, wellbeing days and retaining a family feel. If this sounds like a good fit for you, why not say hello?

What you will be doing

Budgeting & Forecasting:
Develop and maintain rolling monthly 3 way forecast models and Cash forecasts
Collaborate with department heads to develop annual budgets and periodic forecasts.
Monitor financial performance against budgets and forecasts, highlighting key areas of opportunity or concern.
Assist in creating long-range financial plans, including scenario analysis.

CRM Data Analysis & Reporting
Producing and presenting GTM reports with insightful analysis
Ensuring CRM data integrity using control models and visualisation of CRM data.
Business partner to Sales and marketing providing sales forecasts and pipeline analysis.
Develop and maintain dashboards to monitor software subscription-based KPI's.

Financial Analysis & Reporting:
Develop and maintain financial models for various business units and projects.
Support the monthly financial reporting process, including variance analysis and management reporting.
Maintain monthly KPI reporting for reporting to PE investor
Analyse financial data to identify trends, variances, and opportunities for improvement.

Strategic Analysis & Support:
Prepare ad-hoc financial analyses and reports as needed to support decision-making.
Collaborate with cross-functional teams to gather relevant information for financial analysis.
Analyse financial data to identify trends, variances, and opportunities for improvement.
Assist in the evaluation of potential investments, mergers, and acquisitions.

Stakeholder Collaboration:
Work closely with cross-functional teams to provide financial guidance and support on business initiatives.
Present financial insights and recommendations to senior management in a clear and compelling manner.

Process Improvement:
Continuously improve financial processes and systems to enhance efficiency and accuracy.
Support the implementation and enhancement of FP&A tools to improve data management and reporting capabilities.

What you should have

Bachelor's degree and must hold a ACA/CA/ACCA qualification
Qualified accountant with 3+ years of FP&A experience in a PE backed SAAS organisation
Strong financial modelling and analytical skills.
Excellent knowledge of MS Office applications and BI tools, in particular advanced excel skills.
Experience in working with dataset from ERP and CRM like Salesforce, etc
Knowledge of accounting principles and financial statement analysis.
Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
Ability to work independently and collaboratively in a fast-paced environment.
Strong attention to detail and problem-solving abilities.
M&A experience (beneficial)

Benefits

25 holiday days

1 Avantra wellbeing holiday day

Pension match contributions up to the minimum statutory contribution required from employers – currently 3% of base salary

Remote / WFH allowance

Location

This role is currently a hybrid position - mostly remote working combined with the opportunity to collaborate with colleagues working from our Richmond office.

Occasional travel for company and team gatherings is likely.