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Carbon Offset via TreeNation FD Capital Recruitment Ltd is registered at Companies House (no. 13329383) and has been providing CFOs and Finance Directors since 2018 and is operated by an ICAEW-registered practice. Our founder Adrian Lawrence FCA holds an ICAEW practising certificate.
Position title
Head of Financial Planning and Analysis - Reading Area
Description
FD Capital is retained on an exciting search for a Head of FP&A to join a high-growth, private-equity-backed tech business based in the Reading area, operating a hybrid pattern of 2–3 days per week on-site. This is a newly created, first-in-seat role — the analytical engine of a small, senior finance team, reporting directly to the CFO.
The business is investing in its finance function to support decision-making at the pace it and its investors require. Management information isn't yet robust enough to give leadership a clear, real-time view of performance — and closing that gap is the heart of this role. You'll build the planning architecture, the ARR revenue intelligence infrastructure, and the board-level reporting that gives leadership and the PE backers a trusted view of performance.
It's a hands-on, high-breadth opportunity at the intersection of rigorous financial modelling, commercial insight, and strategic decision-making. Crucially, this is a role with two audiences: you'll work shoulder-to-shoulder with the internal finance and commercial teams and partner directly with the PE house — translating operational detail into investor-grade insight, and investor priorities into something the business can act on.
Responsibilities
What you'll own
- Annual budgeting and the monthly rolling forecast cycle, with commercially grounded variance analysis
- A best-in-class ARR data cube: cohort retention, expansion, churn, NRR/GRR, CAC payback, LTV:CAC
- Investor-grade, narrative-led board reporting packs and scenario/sensitivity models
- A step-change in MI quality — turning patchy reporting into a reliable, automated single source of truth
- RevOps and cross-functional finance partnering with Sales, Marketing, and Customer Success
- Integrated models for strategic decisions — new markets, pricing, M&A, major investment
- Embedding AI and automation across core FP&A processes
Responsibilities — What our client is looking for
- 4+ years in private equity (Associate level), M&A / corporate finance advisory, or a high-calibre FP&A / finance business partnering role in a PE-backed or high-growth SaaS business
- Exceptional, institutional-standard financial modelling: three-statement, scenario, sensitivity, variance
- Strong grasp of SaaS metrics: ARR/MRR, NRR/GRR, churn cohorts, CAC payback, LTV:CAC
- A track record of turning complex data into insight that drives real decisions
- Someone equally comfortable working alongside an internal team day-to-day and holding their own in front of a PE board
- Strong quantitative academic background (Maths, Engineering, Physics, Economics or similar); a top-tier university is desirable but not essential — calibre and track record matter more
- ACA, CIMA or CFA (or studying towards) desirable, along with BI tooling and AI-in-finance experience
Qualifications
This is an ideal next step for someone coming out of PE, M&A advisory, or a top corporate finance environment who wants to see their models directly move the dial — on a clear trajectory toward CFO
Job Benefits
Job Benefits: £105K Basic plus 10% Bonus and LTIP
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Hiring organization
Employment Type
Full-time
Beginning of employment
1st August 2026
Duration of employment
Perm
Industry
Fintech
Job Location
Reading, Berkshire, United Kingdom
Working Hours
9-5
Base Salary
£100,000-£105,000 Per year
Date posted
June 24, 2026
Valid through
July 31, 2026
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