FP&A Director

We are seeking an experienced and detail-oriented FP&A Director for a 4-month interim assignment with a fast-growing £30m PE-Backed SaaS business. This role is focused on supporting the company’s exit process, working closely with senior leadership, and liaising with potential buyers. You will play a critical role in ensuring the business is well-prepared for the exit by delivering key financial insights, board-level presentations, and detailed financial analysis.

Key Responsibilities:

• Exit Process Support: Provide assurance and clarity to management and external parties during the exit process by managing detailed financial queries with confidence.
• Board Pack Preparation: Compile and present high-quality financial reports and board packs, ensuring clarity and accuracy for key stakeholders.
• Rolling Forecasts: Lead the preparation and maintenance of rolling forecasts, adjusting assumptions as necessary to reflect the evolving business landscape.
• Business Partnering: Collaborate with senior leadership, key departments, and external advisors to provide strategic financial insights that inform decision-making during the exit process.
• Due Diligence Liaison: Work closely with due diligence providers, ensuring they have the necessary financial data and responding to their queries in a timely and professional manner.
• Financial Presentations: Create compelling, data-driven presentations for internal and external audiences, including investors, management, and potential buyers.
• Data Analysis & Reporting: Interrogate complex financial data, identify key trends, and deliver actionable insights to senior management.

Ideal Candidate:

• Experience: Proven track record as an FP&A professional, ideally within the SaaS sector or other fast-growing businesses. Experience supporting exit processes and working with due diligence teams is essential.
• Skills: Strong analytical skills with an eye for detail. Highly proficient in financial modelling, rolling forecasts, and board-level presentations.
• System: Salesforce and NetSuite
• Communication: Exceptional ability to communicate complex financial data clearly and effectively to non-financial stakeholders. Experience creating persuasive and insightful presentations.
• Stakeholder Management: Comfortable working with senior leadership, external advisors, and investors to support business objectives during high-stakes processes such as exits or M&A.
• Confidence & Professionalism: Ability to handle detailed financial queries with confidence and provide reassurance to stakeholders throughout the exit process.

If you feel the about criteria, please do apply. Given the number of applications, we may struggle to provide feedback to all unsuccessful CVs.