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This is an exciting opportunity to for an interim Head of FP&A in the technology sector and working within a Private Equity (PE) environment. This organisation is seeking an exceptional interim leader to drive our financial planning and analysis function during a critical phase of growth and strategic development.
About the Company:
This organisation is a fast-growing technology company, backed by a prominent Private Equity firm. Specialising in SaaS we are on a significant growth trajectory, driven by strategic investment. This is an exciting time to join this business ready for expansion and transformation.
Key Responsibilities:
Lead all FP&A activities, including annual budgeting, forecasting, and long-range strategic planning for a PE-backed technology business
Develop, refine, and maintain sophisticated financial models (including SaaS metrics, scenario analysis, valuation models, and ROI analysis) to support key strategic initiatives, M&A due diligence, and investment decisions
Establish and monitor key financial and operational KPIs, providing regular, insightful analysis of business performance against targets
Prepare comprehensive financial reports and presentations for PE owners, demonstrating a deep understanding of value creation levers and fund-specific reporting requirements
Business partnering with the executive leadership team (CEO, Sales, Product, Marketing, etc.), providing commercial insights and challenging assumptions
Identify and drive initiatives to enhance financial efficiency, control costs, and improve profitability, aligning with the PE investment
Potentially lead and mentor a small FP&A team, fostering a culture of high performance and continuous improvement
Drive improvements in financial systems and processes to enhance data accuracy, reporting efficiency, and analytical capabilities
Essential Skills & Experience:
Proven experience as a Head of FP&A, Finance Director, or similar senior financial planning role within a technology company
Significant and demonstrable experience working directly with Private Equity firms, understanding their investment cycles, value creation drivers, and reporting expectations
Deep understanding of the financial and operational intricacies of the technology sector, including SaaS business models, recurring revenue, customer acquisition costs, and churn
Expert-level proficiency in complex financial modelling (Excel and relevant FP&A software), capable of building robust, flexible, and accurate models from the ground up
Ability to translate complex financial data into clear strategic insights and actionable recommendations that drive commercial success
Outstanding interpersonal and communication skills, with the ability to build strong relationships and influence senior executive and PE stakeholders
ACA, ACCA, CIMA, or equivalent professional accounting qualification
Immediately available or available on short notice for an interim assignment
This interim role provides an opportunity to leverage your expertise in a challenging yet rewarding environment. You will be instrumental in a company's success story, working at the forefront of strategic decision-making and directly impacting value creation for our PE partners. Expect a fast-paced, high-impact role with clear deliverables