I am currently partnered with a Private Equity backed SaaS commerce business. The client is a fast-growing, international SaaS company operating a digital platform with recurring and transaction-based revenue streams. The business serves a global customer base and is entering its next phase of scale, with a strong focus on data-driven decision-making and financial transparency.
The Head of FP&A will build and lead the Financial Planning & Analysis function and act as a strategic finance partner to senior leadership. This role will play a key part in shaping financial strategy, performance management, and long-term planning in a high-growth SaaS environment.
Key Responsibilities
- Own company-wide financial planning processes, including budgeting, forecasting, and long-range planning
- Develop and maintain financial models covering revenue, costs, cash flow, and scenario analysis
- Analyze and report on key SaaS and business KPIs (e.g. recurring revenue, churn, margins, unit economics)
- Partner with leadership teams across Product, Sales, Marketing, and Operations to support strategic initiatives
- Prepare executive-level reporting, performance reviews, and recommendations
- Continuously improve FP&A processes, tools, and reporting standards as the organization scales
- Build and lead a high-performing FP&A team over time
Requirements
- 7+ years of experience in FP&A, corporate finance, or strategic finance roles
- Strong experience in SaaS, subscription-based, or digital business models
- Proven ability to translate financial data into actionable business insights
- Experience working closely with senior leadership and influencing decisions
- Strong analytical, communication, and stakeholder-management skills