FP&A Manager

Responsibilities

• Own the ARR waterfall model (new, expansion, contraction, churn) with a focus on retention dynamics and forward revenue visibility.
• Partner with RevOps to translate pipeline conversion, quota attainment, and bookings performance into a robust revenue forecast.
• Develop driver-based forecasting models - incorporating AI and machine learning techniques - that link sales activity, platform volumes (the number of parcels our customers ship), and pricing dynamics to ARR and cash outcomes.
• Provide clear analysis on revenue quality, cohort behaviour, and unit economics.
• Planning, Budgeting & Long-Range Modelling - Lead the annual budgeting process and rolling monthly forecasts across revenue, opex, headcount, and cash.
• Own workforce planning and cost modelling, ensuring alignment between hiring plans, productivity assumptions, and EBITDA targets.
• Own and continuously enhance our fully integrated financial forecast model, embedding AI-driven automation and other software tools to reduce manual effort and improve forecast accuracy.
• Support long-range planning and value creation modelling aligned to the PE investment thesis.
• Lead financial modelling for acquisition opportunities and support post-acquisition integration modelling.
• Cash Flow & Performance Discipline - Own cash flow forecasting and working capital visibility in collaboration with Treasury and Accounting.
• Track and report on key PE performance metrics including growth, EBITDA, cash conversion, and leverage.
• Identify risks early and propose mitigation actions to protect forecast accuracy and EBITDA delivery.
• Management, Board & Investor Reporting - Produce monthly management packs and board materials, including clear variance analysis, KPI tracking, and forward-looking commentary, leveraging AI-assisted analytics where appropriate.
• Support quarterly investor reporting and lender updates where applicable.
• Present financial insights confidently to senior stakeholders.
• Systems & Continuous Improvement - Drive improvements in FP&A processes, automation, and reporting infrastructure.
• Leverage modern data tools (e.g., Snowflake, Power BI, Looker) to improve forecasting accuracy and transparency.
• Champion the adoption of AI and intelligent automation across FP&A and the wider Finance organisation, from scenario modelling and anomaly detection to automated reporting and natural-language insight generation. Stay current on emerging AI tools and LLM capabilities relevant to finance, evaluating and piloting new solutions that can accelerate insight delivery.
• Ensure data integrity across financial and operational reporting.

Requirements

• Strong understanding of SaaS metrics and revenue mechanics (ARR waterfall, retention, cohort analysis, Rule of 40).
• Advanced financial modelling skills, including integrated three-statement modelling and driver-based forecasting (in Excel or other tools).
• Familiarity with modern BI stacks, working directly with large datasets, and hands-on use of AI/LLM-based tools (e.g., Claude) for financial analysis.
• Ability to translate complex data into clear commercial insight for non-finance stakeholders.
• Demonstrated experience applying AI, machine learning, or intelligent automation tools to finance workflows (e.g., forecasting, anomaly detection, automated reporting).
• Comfortable working in a fast-paced, accountable environment where forecast accuracy and delivery matter.
• You are hands-on and willing to work in a small but fast-paced Strategic Finance team.
• ACA, ACCA, CIMA, CFA or equivalent qualification preferred.
• Experience operating in a performance-driven, PE-backed or high-growth environment.
• Experience supporting M&A transactions and integration modelling.
• Exposure to debt facilities and covenant reporting.

Hard Skills

• revenue forecasting
• ARR waterfall model
• driver-based forecasting
• financial modelling
• cohort analysis
• cash flow forecasting
• performance metrics tracking
• data analysis
• AI application in finance
• machine learning techniques

Soft Skills

• communication
• analytical thinking
• problem-solving
• stakeholder management
• adaptability
• team collaboration
• presentation skills
• attention to detail
• strategic thinking
• time management

Certifications & Qualifications

• ACA
• ACCA
• CIMA
• CFA