Head Of FP&A in Scotland

THE SEARCH:

Altus Partners are delighted to be partnered with a leading Mid-Market Private Equity firm to lead the search for a Head of FP&A for a high-growth European SaaS asset. The organisation has experienced strong organic growth with successful entry into multiple international markets in the last 2 years, and is considered the domestic market leader. They are now seeking a Head of FP&A to join their leadership team and support the CFO on all strategic/commercial finance matters. The Head of FP&A will upstream the finance dialogue and data presentation to the investors, along with managing the commercial finance team. This is a key hire and will suit an FP&A/Commercial Finance leader with a strong understanding of SaaS metrics, along with Private Equity exposure.

THE ROLE:

Data-driven insight:

The company is constantly optimising the use of data in the business to drive growth opportunities as a primary value creation lever. You will champion the value, use and monitoring of data in the business and be a thought leader on the subject. This will involve:

• Leading on providing data-driven insights to the senior management team, including the PE sponsor, to aid strategy development and to improve decision making and profitability
• Help create, distribute and drive improved KPIs, dashboards and reporting, and work with key stakeholders to enhance collaboration across the business and confidence in the data / KPI analysis
• Support in the production of monthly senior management and board reporting, striving for constant insight optimisation and improvements

Planning, forecasting and budgeting:

The Head of FP&A will govern an overall budget, and maintaining rolling forecasts to deliver early warning signs. As Head of FP&A, you will take a leading role in these areas, including:

• Partnering with the business to build and present financial reports and models to provide strategic direction.
• Producing insightful and engaging board packs to highlight current trends, analysis and overall performance of the business.
• Leading the creation of annual budget models (3 statement) and packs, consolidating departmental input to aggregate into an overall business view.
• Improving our overall forecasting capabilities, with a view to ultimately maintaining a rolling monthly forecast to serve as an early warning signs mechanism.
• Exploring investment options to present risks and opportunities, including developing business cases for new technology, products and analysing ROI.

THE REQUIREMENTS:

• ACA/ACCA/CIMA qualified Chartered Accountant (or equivalent)
• Prior FP&A leadership experience with a software or SaaS model
• Private Equity situational experience would be highly beneficial
• Experience of using other modelling/visualisation tools, such as PowerBI, SAP Analytics Cloud or Tableau
• Able to build relationships with all levels of the organisation