Commercial Planning Senior Associate

Commercial Planning Senior Associate About the team

The Commercial Planning team sits at the heart of Sum Up's commercial engine, turning complex data into the financial insight that shapes how we grow. We partner closely with Sales leaders and commercial teams to make sure our planning is accurate, proactive, and genuinely useful to the people making  this role, you’ll primarily support our Sales function, owning analytical and planning work streams while acting as a trusted finance partner to Sales leadership.

If you're energised by owning complex models, understanding what drives sales performance, influencing commercial decisions, and being the person stakeholders turn to when they need clarity, this is the role for you.

• Own end-to-end revenue and customer acquisition budget (CAB) planning for acquisition channels, building scalable financial models, running scenario analyses, and delivering proactive performance insights to senior stakeholders
• Act as a primary finance business partner to Sales and commercial leaders, building trusted relationships, embedding financial models into decision-making, and using data to challenge assumptions and identify opportunities to improve performance
• Conduct deep-dive analyses at country, merchant category, and channel level to surface revenue risks and opportunities, and present findings clearly to senior, non-technical audiences
• Build business cases and product-level revenue forecasts to support existing and new product growth initiatives
• Contribute to the migration of commercial planning from spreadsheets to scalable forecasting tools, and help reduce manual effort in month-end reporting workflows
• Provide day-to-day guidance to an intern and/or analyst, helping them develop their skills and navigate complex analytical tasks

• Act as a primary finance business partner to Sales and commercial leaders, building trusted relationships, embedding financial models into decision-making, and using data to challenge assumptions and identify opportunities to improve performance
• Expert-level financial modelling skills, including multi-driver models and scenario analysis, with advanced proficiency in Excel or Google Sheets
• Proven ability to act as a trusted finance business partner, comfortable challenging and influencing Sales leaders and senior commercial stakeholders
• Working knowledge of SQL for data extraction and manipulation from large datasets
• Clear and structured communicator, able to translate complex analysis into sharp, actionable insight for senior non-technical audiences
• Comfort working in fast-moving environments where priorities shift, and structure is still being built

If you're based in London:

• Opportunity to work with a truly global, multicultural team from our central London Bridge location, wrapped in historic charm and modern flair. This involves an office-first setup
• Commitment to Diversity and Inclusion: be part of a workplace that values and promotes diversity, fostering an inclusive environment where everyone's perspectives are respected and embraced
• Enrolment onto our Virtual Stock Option programme: you will own a stake in Sum Up's future success
• Generous time off: enjoy 28 days of paid leave, plus bank holidays and special leaves
• A dedicated annual L&D budget for attending conferences and/or advancing your career through further education
• Health matters: private health insurance, including optical and dental
• Life made easier: salary-sacrifice commuter benefits via Gogeta
• Financial security: retirement scheme (Sum Up matches 7% when you contribute 5%)
• Peace of mind: life insurance from Met Life for 2× your salary
• Break4me: 1-month sabbatical after 3 years of service
• Referral Bonus: earn additional rewards by referring talented individuals to join the Sum Up team

Be empowered to do more that matters.

At Sum Up, we're on a mission to empower small businesses across the globe by providing simple and affordable tools that allow them to thrive. Today, over 4 million businesses in 39 markets rely on Sum Up as their financial partner to manage payments, finance and customer…