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
• Prepareprehensive 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.), providingmercial 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 technologypany
• 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 inplex financial modelling (Excel and relevant FP&A software), capable of building robust, flexible, and accurate models from the ground up
• Ability to translateplex financial data into clear strategic insights and actionable rmendations that drivemercial success
• Outstanding interpersonal andmunication 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 apany'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.
Job ID SB1606