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 Form3.

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.

Key Responsibilities

• 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.

WERE LOOKING FOR

Essential

Form3s Finance team is a critical function within the business so we are looking for a Head of Financial Planning & Analysis (FP&A) who has a strategic mindset combined with hands-on capability with the aptitude to move between big-picture thinking and detailed analysis.

• Extensive FP&A Leadership experience ideally within a high-growth technology-led or financial services environment.
• Experience within 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.

Desirable

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

THE TEAM

This role sits within Form3s 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!

INTERVIEW PROCESS

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: Leadership capability interview with two key stakeholders

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!

HIRING LOCATIONS

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

ABOUT FORM3

Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3 check out the following pages:

Required Experience:

Director