Head of Financial Planning

Finatal; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A fast-growing SaaS company in Greater London is seeking an FP&A Manager to drive financial insight and improve planning processes. The successful candidate will partner with the CFO and senior leadership, leading the group's financial planning and analysis framework while supporting M&A activities. Candidates should be qualified accountants with a strong FP&A background, advanced Excel skills, and experience in PE-backed environments. This pivotal role offers significant exposure to strategy and performance management.

Qualifications

• Strong FP&A background in a PE-backed portfolio company.
• Qualified accountant with excellent commercial acumen.
• Proven experience in fast-growth, PE-backed businesses.

Responsibilities

• Own and improve the financial planning and analysis framework.
• Act as a strategic partner to CFO and senior leadership.
• Build financial models to assess performance and growth.

Skills

Financial Planning and Analysis

Commercial Acumen

Financial Modelling

Advanced Excel

Business Intelligence Systems

Education

Qualified Accountant (ACA / CIMA or equivalent)

Tools

Power BI

Adaptive

Anaplan

Job description

Finatal is working with a fast-growing, private equity-backed SaaS company, looking to appoint a commercially driven FP&A Manager with a technical (ideally audit) background/foundation. This is a pivotal role within the finance leadership team, offering broad exposure across strategy, performance management, and value creation, while working closely with the CFO and senior stakeholders.

The successful candidate will play a key role in shaping financial insight, improving planning processes, and strengthening group-wide reporting.

Key Responsibilities:

• Own and continuously improve the group’s financial planning and analysis framework, including budgeting, forecasting, and multi-year planning.
• Act as a strategic business partner to the CFO and senior leadership team, delivering commercial insight to support decision-making.
• Build and maintain financial models to assess performance, growth initiatives, and investment opportunities.
• Provide detailed analysis of revenue, margins, cost drivers, and operational KPIs, highlighting risks and opportunities.
• Design, develop, and standardise management reporting and dashboards across multiple operating entities.
• Support M&A activity, including financial due diligence, integration planning, synergy tracking, and post-acquisition reporting.
• Partner with operational teams to improve financial performance, pricing strategy, and operational efficiency.
• Produce high-quality reporting for senior management, board, and investors.

Ideal Candidate Profile:

• Strong FP&A background gained within a PE-backed portfolio company, within any sector.
• Qualified accountant (ACA / CIMA or equivalent) with excellent commercial acumen and financial modelling capability.
• Advanced Excel skills, with experience using BI and FP&A systems (e.g. Power BI, Adaptive, Anaplan, or similar).
• Ideally from an audit practice background.
• Proven experience operating in fast-growth, PE-backed businesses or multi-entity, buy-and-build environments.

If you’re on the market and this sounds appealing – apply!