Financial Planning & Analysis Lead, Perlego

• We are seeking an experienced and dynamic FP&A Lead to join our growing team
• The ideal candidate will have a strong background in solving complex business challenges, with an ability to develop revenue forecasts, manage pricing strategies, and support long-term financial planning
• Ideally you will be comfortable dealing with ambiguity and have experience building financial models and processes from scratch
• You will also have a strong commercial acumen and the ability to easily discuss complex financial concepts
• Minimum 5 years in commercial finance, FP&A, Revenue Operations or similar roles, with significant experience in B2B financial planning and analysis
• Solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience
• Working with large-scale data and reporting tools and knowledge of SQL
• Excellent analytical and communication skills. Own large projects that are highly visible to leadership team. Projects will require collaboration with finance and non-finance members, and will own business updates with leadership
• Experience in developing board presentations and financial reports

Desirable

• This role is an opportunity to get involved with shaping our business - you will provide strategic financial insights across all business areas, ensuring comprehensive support for our company’s growth and financial health
• Collaboration: you will work closely with the Finance Director and the Financial Controller, acting as a strategic partner and supporting business functions across both channels (B2B and DTC)
• Communication: You'll regularly interact with senior leadership, department heads, and technical teams to provide financial insights and drive strategic decisions
• Innovation: We value new ideas and will both encourage and expect you to propose and implement process improvements to enhance efficiency and scalability within our financial operations
• Provide financial analysis and strategic support across all departments, including helping teams with identification and creation of metrics
• Develop financial models and forecasts to support revenue growth, pricing strategies, and market expansion
• Collaborate with other functions, including R&D and technical teams, to evaluate the financial implications of their initiatives and business lines
• Develop and manage pricing strategies for various business segments
• Support overall financial forecasting and provide detailed reports to leadership, ensuring alignment with company goals
• Oversee financial reporting and performance management, including revenue, margin, and key metrics to drive decision-making
• Conduct scenario-based analysis to support strategic planning and decision-making across the organisation
• Build and maintain models for ad-hoc requests and special projects, including financial analyses and ROI assessments
• Oversee the management and integrity of data across CRM, marketing automation, and other revenue-related systems
• Conduct detailed data analysis to provide insights and recommendations to leadership, identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience
• Develop, manage, and optimise ETL (Extract, Transform, Load) processes to consolidate financial data from multiple sources, ensuring high-quality and timely data delivery
• In 3 Months:
• Leads initiatives to improve financial processes and systems cross functionally
• You have developed a clear understanding of our financial processes and are recognised as a key strategic partner across various business functions, contributing to company-wide financial planning and decision-making
• Implement and maintain financial processes across the company, including global standardisation, template creation, and group reporting alignment
• Complete review of financial models incl. revenue forecasting and pricing strategies to ensure aligned with strategic goals. Identified opportunities for growth and/or improvement and proactively driven these towards a decision
• You are confident and proficient with the internal tech stack. You have identified areas for system enhancements and have begun implementing improvements to support financial analysis and reporting
• You have contributed to the quarterly financial updates and provided valuable insights
• In 6 Months:
• All financial metrics, including revenue, margins, and key performance indicators, are consolidated and aligned across B2B and other business segments. There is a unified approach to financial reporting and performance tracking
• Core financial processes have been standardised across departments, resulting in improved efficiency, accuracy, and scalability. You have successfully led initiatives to align financial reporting practices with global standards
• Proactively identify trends, opportunities, and risks to inform decision making