Head of Financial Planning & Analysis – FP&A

🕒 January 20

🇬🇧 United Kingdom – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Form3

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

💳 Fintech

☁️ SaaS

💰 Debt Financing on 2022-10

Finance • Fintech • SaaS

Form3 is a cloud-native payment technology company revolutionizing financial transactions for institutions by removing the need for outdated infrastructure. They offer a modern, real-time, account-to-account payment platform that supports multiple regions, including the US, EU, and UK, providing a single API access to various payment schemes. Known for their enterprise-grade solutions, Form3's platform is designed for scalability, security, and compliance, aiming to help financial institutions manage payments efficiently while mitigating regulatory complexities. Their innovative approach addresses client needs by offering flexibility, fraud prevention tools, and seamless integration with existing systems, enabling growth and collaboration in the evolving payment landscape.

📋 Description

• Lead, develop and mentor a team of Finance Business Partners, creating a high-performance culture grounded in accountability, collaboration and continuous improvement. • Design, implement and embed a scalable Finance Business Partnering model, ensuring clear alignment with business units and consistent delivery of commercial insights. • Take ownership of all cycles of financial forecasting, including budgeting, long-range planning, re-forecasting and monthly performance review. • Present financial insights and recommendations to the Executive team and the Board, translating complex analyses into clear, actionable narratives. • Contribute to key fundraising activities through the preparation of investor materials and engagement with stakeholders. • Partner closely with Product, Technology, Operations and Commercial teams to support strategic initiatives, pricing, investment cases and go-to-market decisions. • Lead on the development of dashboards, KPIs and reporting frameworks that enhance transparency, and track financial and operational performance. • Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies. • Ensure that the FP&A team operates with strong governance and consistent standards within a robust control environment.

🎯 Requirements

• Extensive FP&A Leadership experience, ideally within a high-growth, technology-led or financial services environment. • Experience within a start-up / scale-up environment, ideally within a SaaS company. • Demonstrated success in building and managing Finance Business Partnering teams, with strong coaching capability and a commitment to developing talent. • Proven experience in corporate finance, with the ability to support investor engagement and deliver high-quality financial materials. • The ability to influence and challenge senior stakeholders, with a collaborative approach and strong commercial acumen. • Deep expertise in financial modelling, forecasting, budgeting and scenario analysis. • Experience implementing planning systems, reporting tools and performance management frameworks. • Strong communication skills, with the ability to distil complex financial concepts into impactful and persuasive insights.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities