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.