Financial Planning and Analysis Manager

FP&A Manager £70,000-£90,000 Private Equity Backed (Mid-Market) West London (Staines) Hybrid working (2 days/week) Stanton House are partnering exclusively with a PE backed Software business to source an FP&A Manager for their team. Reporting to the Finance Director this role will manage budgeting processes, financial modelling, and board reporting for a company as they prepare for a transaction. I am looking to network with high-rising individuals who are looking for a challenge in a fast pace, private equity environment. Ideally you will be ACA qualified with 2-3 years experience in an FP&A role. Key Responsibilities Collaborate with senior leaders to align strategic goals with financial budgets, preparing divisional and consolidated financial plans for board approval. Develop departmental profit-and-loss statements to track actual performance versus budget. Lead the creation and maintenance of monthly group forecasts using a fully integrated financial model. Understand key business drivers and develop dependable assumptions for forecasting. Manage the financial model, ensuring accuracy, relevance, and evolution over time. Conduct detailed modelling for subscription-based revenue and professional services recognition. Forecast headcount and associated costs, reflecting business growth, and prepare long-term financial plans (5 years). Partner with sales leadership to generate performance metrics from CRM systems, ensuring visibility into sales pipelines, conversion rates, and bookings targets. Forecast bookings across all divisions, supporting ambitious sales growth goals. Perform ad hoc analysis to uncover trends and inform decision-making, including ROI assessments, pricing strategies, and capacity utilisation tracking. Develop forecasts for research and development capitalisation and other strategic initiatives. Support targeted mergers and acquisitions, due diligence, and responses to investor or banking queries. Prepare board reports with financial and operational key performance indicators for each division. Analyse financial results, identifying trends or concerns to inform leadership discussions. Collaborate with financial controllers to understand results and produce full-year projections for profit and loss, cash flow, and balance sheet summaries. Required Experience 2 years PQE from a relatable industry in an FP&A role. Familiarity with subscription-based or SaaS business models. Relevant professional qualification (e.g., ACA, ACCA, CIMA) is advantageous but not mandatory. Proven ability to work autonomously, deliver detailed insights, and drive change. Advanced Excel skills, including financial modelling and scenario planning. Experience with tools like NetSuite (ERP) and CRMs such as Salesforce or HubSpot. Strong communication skills for partnering with senior leadership and cross-functional teams.

Location: Staines, GB

Posted Date: 1/22/2025