Head of Financial Planning & Analysis; FP&A

THE ROLE

This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form
3.

This role will act as a key financial partner to all units across the business, influencing and challenging senior stakeholders to improve performance, optimise cost structures and strengthen unit economics.

With previous experience leading a team of FP&A experts, you will hold responsibility for driving forecasting accuracy, commercial understanding and long‑term value creation through rigorous analysis, scenario modelling and forward‑looking insights.

• Lead, develop and mentor a team of Finance Business Partners, creating a high‑performance culture grounded in accountability, collaboration and continuous improvement.
• Design, implement and embed a scalable Finance Business Partnering model, ensuring clear alignment with business units and consistent delivery of commercial insights.
• Take ownership of all cycles of financial forecasting, including budgeting, long‑range planning, re‑forecasting and monthly performance review.
• Present financial insights and recommendations to the Executive team and the Board, translating complex analyses into clear, actionable narratives.
• Contribute to key fundraising activities through the preparation of investor materials and engagement with stakeholders.
• Partner closely with Product, Technology, Operations and Commercial teams to support strategic initiatives, pricing, investment cases and go‑to‑market decisions.
• Lead on the development of dashboards, KPIs and reporting frameworks that enhance transparency, and track financial and operational performance.
• Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies.
• Ensure that the FP&A team operates with strong governance and consistent standards within a robust control environment.

• Extensive FP&A Leadership experience, ideally within a high‑growth, technology‑led or financial services environment.
• Experience with in a start‑up / scale‑up environment, ideally within a SaaS company.
• Demonstrated success in building and managing Finance Business Partnering teams, with strong coaching capability and a commitment to developing talent.
• Proven experience in corporate finance, with the ability to support investor engagement and deliver high‑quality financial materials.
• The ability to influence and challenge senior stakeholders, with a collaborative approach and strong commercial acumen.
• Deep expertise in financial modelling, forecasting, budgeting and scenario analysis.
• Experience implementing planning systems, reporting tools and performance management frameworks.
• Strong communication skills, with the ability to distil complex financial concepts into impactful and persuasive insights.

• An Accountancy qualification (CIMA, ACA, ACCA), with a strong foundation of technical knowledge.

This role sits within Form3's Finance team and reports directly into the Chief Financial Officer (CFO). As a key member of this team, you will work alongside a close knit group of experienced Finance professionals, based predominantly in the UK, supporting a company of over 200 employees.

We meet up a few times a year for social events but tend to work mostly remotely. Support via Zoom is hugely important to us as we are in contact with each other on a daily basis!

Stage One: Screening Call with the Talent Team

Stage Two: Zoom Interview with the CFO

Stage Three: Case study presentation with the CFO and Financial Controller & Head of Treasury

Stage Four: Zoom Interview with a key stakeholder

Stage Five: Zoom interview with a member of the Finance team

We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we are hiring the right person!

For this role, we are currently only able to accept applications from within the United Kingdom.

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