Head of Financial Planning & Analysis, Form3

• Form3’s Finance team is a critical function within the business, so we are looking for a Head of Financial Planning & Analysis (FP&A) who has a strategic mindset combined with hands-on capability, with the aptitude to move between big-picture thinking and detailed analysis
• 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

Desirable

• This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form3
• This role will act as a key financial partner to all units across the business, influencing and challenging senior stakeholders to improve performance, optimise cost structures and strengthen unit economics
• With previous experience leading a team of FP&A experts, you will hold responsibility for driving forecasting accuracy, commercial understanding and long-term value creation through rigorous analysis, scenario modelling and forward-looking insights
• 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
• This role sits within Form3’s Finance team and reports directly into the Chief Financial Officer (CFO). As a key member of this team, you will work alongside a close knit group of experienced Finance professionals, based predominantly in the UK, supporting a company of over 200 employees
• We meet up a few times a year for social events but tend to work mostly remotely. Support via Zoom is hugely important to us as we are in contact with each other on a daily basis!

• Stage One: Screening Call with the Talent Team
• Stage Two: Zoom Interview with the CFO
• Stage Three: Case study presentation with the CFO and Financial Controller & Head of Treasury
• Stage Four: Zoom Interview with a key stakeholder
• Stage Five: Zoom interview with a member of the Finance team
• We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we are hiring the right person!