FP&A Lead

Itrs Insights; Greater London; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

Dental Health Cover

Employee Assistance Programme

Pension

Flexible Hybrid Working

Enhanced Parental Leave

Travel Insurance

Life Assurance

Income Protection

Referral Bonus

Buy and Sell Holiday

Job summary

ITRS Insights is seeking an hands-on FP&A Lead to strengthen the Group FP&A function during a transformative period. You will own core reporting, forecasting and management accounting while improving underlying data and processes.

You will report to the Global Head of FP&A and collaborate with the finance team, commercial leaders, and executive stakeholders. This senior, visible role offers immediate impact and exposure to leadership.

Qualifications

• Qualified accountant with post-qualification experience (ACA/ACCA/CIMA).
• Advanced Excel and financial modelling skills across P&L, balance sheet and cash flow.
• Strong grounding in management accounting, month-end close, accruals and variance analysis.
• Experience cleaning, reconciling and validating large datasets from multiple sources.
• Experience presenting complex financial information to finance and non-finance audiences.

Responsibilities

• Lead monthly reporting, KPI packs and Board materials with the finance team.
• Deliver monthly variance analysis against budget, forecast and prior year with driver narratives.
• Oversee budgeting, forecasting and long-range planning for P&L, balance sheet and cash flow.
• Build and maintain robust financial models with scenario and sensitivity analysis.
• Partner with commercial and operational teams on cost management and business cases.

Skills

Excel and modelling

Management accounting

Data handling

Presentation of financials

PowerPoint

Education

ACA/ACCA/CIMA qualified

Tools

Salesforce

Power BI

SQL/Databricks

Job description

At ITRS, we make society's critical technology work. Our mission is to deliver automated and holistic IT observability solutions that safeguard critical applications and enable innovation. We are the only monitoring and observability platform designed for the most demanding and regulated industries - trusted by 90% of Tier 1 capital markets firms.

We believe when our team thrives, so do our customers. With us, you'll find:

• A culture that backs you - We're proud to be a Great Place to Work for multiple years in a row due to our inclusive, supportive environment.
• Work that matters - Make a real difference with 1,000s of global customers in industries that keep the world running, including 9 out of 10 top investment banks.
• Room to grow - Whether you're starting your career or bringing years of experience, we're committed to your development. Just ask our team members who've been excelling here for 10+ years.

With headquarters in London and teams across the US, Europe, and Asia, ITRS combines the agility of a high-impact tech business with the stability of a private equity-backed global partner.

Scope of Role

We are looking for a hands-on FP&A Lead to strengthen the Group FP&A team during an exciting period of transformation. This is a genuinely varied role: you will lead core reporting, forecasting and management accounting deliverables while helping us improve the data and processes that sit underneath them.

Our systems landscape is evolving. We are upgrading the ERP, we are bringing ARR data across Salesforce and spreadsheets in line, and employees still run much of the daily actions in Excel. We are looking for someone who enjoys working in that kind of environment - turning complex, incomplete data into something accurate and decision-ready, and shaping the finance department as it m f ???

You will report into the Global Head of FP&A and work with the wider finance team, commercial and operational leaders, the executive team and our PE investors.

This is a highly visible role with direct exposure to senior leadership and the Board, and a great opportunity to make an immediate, tangible impact.

As an FP&A Lead you will:

Core FP&A and management accounting

• Monthly reporting and management accounts: lead the preparation and enhancement of monthly management accounts, KPI schedules and Board materials, working along side the financial accounting team.
• Variance analysis: deliver monthly variance analysis against budget, re-forecast and prior year - explaining the drivers, not just the numbers - including headcount variance narratives.
• Budgeting, forecasting and planning: lead main components of the group's budgeting, forecasting and long-range planning cycles across P&L, balance sheet and cash flow.
• Financial modelling: build and maintain robust models, including scenario and sensitivity analysis and 3-5 year plans that can be updated at speed as the outlook changes.
• Business partnering: support commercial and operational leaders on cost management, business cases and post-investment reviews, translating financial data into clear, actionable insight.

Data and process improvement

A meaningful part of your work will involve getting into the detail to improve the data and processes behind our reporting. Priority areas include:

• ARR and revenue integrity: reconcile ARR between Salesforce and spreadsheets, help establish a clean, trusted source of truth, and reconcile recurring revenue to GAAP revenue. This is one of several improvement workstreams and an important early priority.
• Management information: strengthen and standardise reporting that is manual or fragmented, improving accuracy and repeatability.
• Process improvement: streamline month-end, forecasting and reporting workflows, reduce manual effort and document what you build so it lasts beyond the engagement.
• Working with evolving systems: deliver accurate, reliable outputs while our tech stack matures, using Excel as the primary workhorse today.

Requirements

• Qualified accountant (ACA / ACCA / CIMA), with 3-5 years post qualified experience.
• Excel and financial modelling skills - advanced formulas, comfortable building and auditing models across P&L, balance sheet and cash flow. This is central to the role.
• Solid management accounting grounding - relative experience month-end, accruals, variance analysis and the mechanics behind the numbers.
• Experience working with large and complex datasets - cleaning, reconciling and validating data from multiple sources.
• Experience presenting complex financial information to finance and non-finance audiences, including PowerPoint / management decks.

Advantageous

• SaaS experience and fluency in recurring-revenue metrics (ARR, gross/net retention, CAC, CLTV, and cohort analysis).
• PE / VC-backed and multi-entity, multi-currency environment experience.
• Salesforce, Power BI or comparable BI / data-visualisation tools.
• Data querying (SQL / Databricks) and comfort with a modern data stack.
• Experience with AI tools such as Claude to automate reporting and analysis. We are building toward a modern, technology-enabled finance team, so enthusiasm here is welcome.
• Health Insurance and Dental Health Cover for you and your dependants
• Employee Assistance Programme
• Pension
• Flexible Hybrid Working
• Enhanced Parental Leave
• Travel Insurance
• Life Assurance
• Income Protection
• Referral Bonus
• Buy and Sell Holiday

ITRS is an Equal Opportunity employer and Inclusion is part of our everyday life. We celebrate diversity and pride ourselves on providing an environment where all employees can be their authentic selves and have a voice, allowing everyone to contribute equally. We remain committed to advocating inclusion, diversity, and equality into our ITRS family as we grow and enrich our business.

We welcome applications from everyone in the community as we recognise that a diverse workforce is a stronger workforce.