Financial Planning Analyst; PE-Backed Environment

Location: Flexible / Hybrid – UK:
North-West based

Experience: 3-5 Years

Reporting to: FP&A Director

We are a private equity–backed, internationally operating SaaS and professional services business with approximately $40m in annual revenue
. The business combines recurring subscription revenue with professional services (project-based plus a standalone outsourcing operation based in India), and is focused on driving scalable growth, margin expansion, and value creation in line with our PE sponsor’s investment thesis.

We are seeking a high-performing FP&A Analyst to join our finance team in a fast-paced, PE-backed environment
. The role will play a key part in financial planning, performance analysis, and strategic decision support, with a strong emphasis on robust Excel-based financial modelling
, commercial insight, and investor-grade reporting.

This role is well suited to a candidate with at least 2 years PQE (ACA preferred), has industry experience
, and has been exposed to corporate finance, transaction support, or PE-style analytics
.

FP&A & Performance Management

• Build and maintain high-quality Excel-based financial models to support budgeting, forecasting, and multi-year value creation plans.
• Support the preparation of annual budgets, rolling forecasts, and long-range plans aligned to the PE investment case.
• Produce monthly management packs with clear variance analysis, KPI tracking, and performance narratives.

Commercial & Value Creation Analysis

• Develop models analysing revenue growth, margin expansion, cost efficiency, and cash generation
  .
• Analyse SaaS metrics (ARR, churn, retention, cohort performance) and professional services KPIs (utilisation, project margin, delivery leverage, revenue and cost per head, etc).
• Partner with operational leaders across the SaaS, Professional Services, and shared service functions around the world to assess pricing, hiring, and investment decisions through scenario modelling.

PE & Corporate Finance Support

• Build and review financial models for:
• Investment cases and strategic initiatives.
• Bolt-on acquisitions and integration scenarios, and
• Restructuring or cost optimisation initiatives.
• Short-Term Cash Flow Forecast (STCFF) modelling and reconciliation
• Support PE sponsor requirements, including ad-hoc analysis, data packs, and board-level reporting
• Assist with refinancing, fundraising, or exit-readiness activities as required.
• Ensure Excel models follow best-practice PE modelling standards (clear structure, auditability, assumptions control).
• Improve forecasting accuracy, reporting efficiency, and data integrity.
• Support automation and integration between Excel models, CRM/ERP systems, and BI tools.

Candidate Profile

• Qualified accountant (ACA preferred), ideally 2+ years post-qualification.
• Industry experience within a PE-backed SaaS, technology, or a professional services business
  .
• Advanced Excel modelling skills
  , including:
• Integrated three-statement models.
• Scenario, sensitivity, and downside case modelling, and
• Strong model structure, controls, and documentation
• Strong commercial acumen with the ability to explain model outputs to sophisticated stakeholders.
• Exposure to transaction services, M&A, or strategic finance.
• Experience supporting board or investor-level reporting.
• Understanding of leverage, cash flow, and covenant-style metrics, both for historical analysis and forecasting purposes.

Personal Attributes

• Highly analytical, detail-oriented, and comfortable working under pressure.
• Commercially driven with a strong ownership mindset.
• Confident engaging with senior leadership and external stakeholders.
• Thrives in a results-focused, high-accountability environment.

What We Offer

• A highly visible role in a PE-backed growth business
• Significant exposure to value creation and exit planning
• Hands-on responsibility for critical financial models and decision support