Financial Planning & Analysis (FP&A) Analyst

This role is responsible for turning financial, sales and operational data into clear insight that supports confident decision-making across the business. Working closely with the CFO, Financial Controller and teams across Sales, Marketing and Operations, you will own key reporting, forecasting and financial modelling activity, helping SFG20 understand performance, identify opportunities and plan effectively for sustainable growth.

Core Responsibilities

• Accountable for the preparation and maintenance of the company’s three-statement integrated financial model.

• On an ongoing basis calculate, monitor and report key metrics for the business including but not limited to:

  • Annual recurring revenue (ARR)

  • Monthly recurring revenue (MRR)

  • Sales Velocity , pipeline conversion and sales vertical analysis

  • Customer churn

  • Customer lifetime value (LTV)

  • Customer acquisition cost (CAC)

  • Gross margin analysis

  • Gross and net customer retention values

• Compilation of monthly metrics with variance analysis commentary into monthly Board reports.

• Work with other departments, particularly Sales, Marketing and Operations, to support their data and reporting requirements ensuring they are accurate, consistent and scalable through the use of tools such as PowerBI or similar.

• Ensure the data integrity within key company systems ( Hubspot CRM , Business Central , sales data cube)

• Together with the CFO and Financial Controller manage annual budgeting and ongoing forecasting preparation and processes.

• Assist with ongoing and strategic projects, conducting return on investment analysis on new initiatives such as new products, pricing and systems.

• Assistance with implementation of systems to continually improve financial and metric reporting.

Essential experience

• ACCA , CIMA or ACA qualified, part-qualified or actively working towards one of these qualifications.

• Previous experience in an FP&A , finance analyst, commercial finance or management accounting role, within a fast-paced or growing SaaS business.

• Strong financial modelling skills, including experience maintaining or developing integrated financial models, forecasts, budgets and scenario analysis.

• Experience working with Power BI , or a similar business intelligence and reporting tool, to create clear, accurate and scalable reporting.

• Advanced Excel skills, with the ability to manage, analyse and interpret large and complex data sets.

• Confident working with financial, sales and operational data, with a strong understanding of how data quality impacts reporting and decision-making.

• Experience producing management information, performance reporting, variance analysis and commentary for senior stakeholders.

• Strong attention to detail, commercial awareness and the ability to turn data into meaningful insight that supports business planning and growth.