FP&A Manager

Goodman Masson; London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A leading technology firm is seeking an interim Head of FP&A to spearhead their financial planning and analysis function during a phase of significant growth. This role requires expertise in working with Private Equity firms and managing complex financial models, ensuring accurate reporting and insightful analysis to support strategic initiatives.

Qualifications

• Proven experience as Head of FP&A or Finance Director.
• Experience working with Private Equity firms.
• Deep understanding of SaaS business models.

Responsibilities

• Lead all FP&A activities including budgeting and forecasting.
• Develop financial models to support strategic initiatives.
• Prepare financial reports for PE owners and executive leadership.

Skills

Financial Modelling

Strategic Insights

Interpersonal Skills

Education

ACA, ACCA, CIMA or equivalent

Job description

This is an exciting opportunity to for an interim Head of FP&A in the technology sector and working within a Private Equity (PE) environment. This organisation is seeking an exceptional interim leader to drive our financial planning and analysis function during a critical phase of growth and strategic development.

About the Company:

This organisation is a fast-growing technology company, backed by a prominent Private Equity firm. Specialising in SaaS we are on a significant growth trajectory, driven by strategic investment. This is an exciting time to join this business ready for expansion and transformation.

Key Responsibilities:

• Lead all FP&A activities, including annual budgeting, forecasting, and long-range strategic planning for a PE-backed technology business
• Develop, refine, and maintain sophisticated financial models (including SaaS metrics, scenario analysis, valuation models, and ROI analysis) to support key strategic initiatives, M&A due diligence, and investment decisions
• Establish and monitor key financial and operational KPIs, providing regular, insightful analysis of business performance against targets
• Prepare comprehensive financial reports and presentations for PE owners, demonstrating a deep understanding of value creation levers and fund-specific reporting requirements
• Business partnering with the executive leadership team (CEO, Sales, Product, Marketing, etc.), providing commercial insights and challenging assumptions
• Identify and drive initiatives to enhance financial efficiency, control costs, and improve profitability, aligning with the PE investment
• Potentially lead and mentor a small FP&A team, fostering a culture of high performance and continuous improvement
• Drive improvements in financial systems and processes to enhance data accuracy, reporting efficiency, and analytical capabilities

Essential Skills & Experience:

• Proven experience as a Head of FP&A, Finance Director, or similar senior financial planning role within a technology company
• Significant and demonstrable experience working directly with Private Equity firms, understanding their investment cycles, value creation drivers, and reporting expectations
• Deep understanding of the financial and operational intricacies of the technology sector, including SaaS business models, recurring revenue, customer acquisition costs, and churn
• Expert-level proficiency in complex financial modelling (Excel and relevant FP&A software), capable of building robust, flexible, and accurate models from the ground up
• Ability to translate complex financial data into clear strategic insights and actionable recommendations that drive commercial success
• Outstanding interpersonal and communication skills, with the ability to build strong relationships and influence senior executive and PE stakeholders
• ACA, ACCA, CIMA, or equivalent professional accounting qualification
• Immediately available or available on short notice for an interim assignment

This interim role provides an opportunity to leverage your expertise in a challenging yet rewarding environment. You will be instrumental in a company’s success story, working at the forefront of strategic decision-making and directly impacting value creation for our PE partners. Expect a fast-paced, high-impact role with clear deliverables.