Job Description

Description

We are looking for our first dedicated

Financial Planning and Analysis Lead

to help establish and develop the financial planning and analysis capability at FundApps.

This is a rare chance to join a scaleup as the first FP&A hire and build your expertise in a fast moving SaaS environment. You will work closely with the CFO, gain visibility across the company, and gradually take on more responsibility as you help shape the function. This role is ideal for someone who wants to deepen their FP&A expertise in a high growth SaaS company and develop into a future Head of FP&A at a company with 50M+ ARR.

You will play a key role in improving our planning processes, building reliable models that support decision making and strengthening the financial insight we provide across the business. This is a hands-on role that supports the full planning cycle, partners closely with RevOps, contributes to budget management, assists with spend governance and compensation modelling, and helps prepare materials for internal and external stakeholders. As we scale, you will have significant scope to take on more responsibility and grow with the function.

What You'll Be Working On

Act as a trusted financial partner to the Senior Leadership team, assisting them with budget management, headcount planning, investment appraisals. Improve financial understanding of their areas with insightful analysis to identify value-creating recommendations. Support the preparation of monthly Senior Leadership Team meeting materials as required.
Prepare financial analysis for business initiatives, including pricing and expected returns on investment over time.
Manage the modelling of company wide bonus schemes and help improve clarity and efficiency in the process.
Partner with Sales leadership and RevOps to assist with the modelling and evaluation of sales commission plans.
Oversight of new vendor contracts by providing financial analysis and ensuring commitments are accurately reflected in forecasts.
Contribute to periodic vendor spend reviews and identify potential cost efficiencies.
Assist the CFO with financial data and analysis for investor requests. Contribute to quarterly Board materials, including the preparation of financial schedules and key SaaS metrics. Provide analytical support for ad hoc strategic projects, which may include M&A activity over time.

What You'll Bring To The Team

Strong experience in a high growth B2B SaaS environment, ideally in a scale up reporting directly into the CFO or senior finance leadership. Solid RevOps or Sales Finance exposure with hands on experience integrating CRM and pipeline data into forecasts. Advanced financial modelling skills across three statement models, scenario analysis and valuation work. Experience supporting or modelling sales compensation and commission plans.
Hands on experience with FP&A tools or planning systems with the ability to streamline reporting and forecasting processes.
Experience in a Private Equity or Venture Capital backed business. Accountancy Qualification: A recognised professional accounting qualification (ACA, ACCA, CIMA, CFA) is strongly preferred. Corporate Finance / Investor Relations exposure: Demonstrable experience in preparing investor materials, responding to Due Diligence (DD) requests, and ideally, supporting M&A activity or fundraising. Spend Control Experience: Demonstrated experience in procurement, vendor management, or acting as a budget gatekeeper.

A Few Things To Know Before You Apply

Salary

The base salary for the role is 90,000 - 100,000 per annum dependent on experience and career level

Work Eligibility

We require candidates to have permission to work in the UK without visa sponsorship.

We work hybrid and ask that new FundAppers spend 3 days per week at our shiny London office during their first 6 months, to make the most of getting to know the business and other FundAppers.



After that, our policy is at least 2 days per week in the office to collaborate, connect, and make the most of our shared space.

Life at FundApps

Work/life balance with flexible hybrid working
Wellbeing benefits such as private health insurance, life insurance, a flexible stipend and mental health coaching
Matched pension contribution up to 10%
Peer micro-bonuses through Bonusly
1,000 learning budget each year and unlimited professional development leave
Peer-led 'Brown-bag lunch' learning sessions and an annual Learning Festival
25 days holiday leave + an extra day next year if you use it all + an extra day after 3 & 5 years
5 Years @ FundApps - additional 4 weeks paid holiday leave during your 5th year as a FundApper
26 weeks leave for all new parents regardless of gender, location or family structure
?? Volunteering leave
Birthday off

We are proud of the diversity of all FundAppers - it makes us strong. We provide flexibility around religious observances and embrace a variety of cultural celebrations! If you're looking for a workplace where you can just be yourself, you're in the right place.

Your Privacy

Any information you submit through our job application process will be used for the purposes of assessing your fit for a role at FundApps. We may also retrieve and store information from your public social media profiles for the same purpose. By applying for this position, you consent to your data being processed in accordance with the FundApps privacy policy.

About FundApps

FundApps is a company powered by experts, with a client community of 1000s and a culture underpinned by ethics. Oh - and we make the best regulatory software so our clients can "get a good night's sleep now they have FundApps'?[real client quote]

Many lawyers, ex-regulators, info sec and other experts work for the B Corp that is FundApps. We are all about future-proofing our compliance monitoring and reporting software so we can always monitor the 30trn (and growing) of AuM for the industry's most active and happy global compliance community [we get top notch NPS + CSAT scores year after year].

Good people, good business, good ethics. We are FundApps.