JOB: FINANCIAL PLANNING & ANALYSIS MANAGER

SALARY: 60-70K + BONUS + BENEFITS

LOCATION: LEEDS & HYBRID

The Business & Opportunity:

Lyons Recruitment are delighted to be working in exclusive partnership with an exciting fast growth digital learning and employee engagement business. They help organisations capture, share and reinforce knowledge through AI-enabled data driven solutions. They are scaling rapidly , backed by a culture that values innovation, integrity and measurable impact. 

As part of this growth, they have created a new opportunity for an ambitious and experienced Financial Planning & Analysis Manager (FP&A) to lead their financial planning, budgeting, and reporting functions.

Reporting to the CEO, you will be part of the senior management team, instrumental in guiding the financial direction, building scalable systems and influencing the decisions that define their next growth phase.

The business offers a flexible hybrid working approach, giving you the option of some home working alongside attending their Leeds City Centre offices.

Specific Requirement:

You will operate at both a strategic level and in a hands-on capacity. This will include the following key responsibilities:

• Act as a strategic business partner to the CEO and department leads, translating financial insight into actionable recommendations.
• Lead annual budgeting, forecasting, and long-term financial planning.
• Develop financial models and scenario analysis to support strategy, funding, and investment decisions.
• Deliver insights into SaaS metrics including ARR, CAC, LTV, churn, and retention.
• Partner with department heads to track performance, identify opportunities and inform business decisions.
• Oversee management accounts, reconciliations, and monthly reporting cycles.
• Maintain and enhance the company’s Xero platform, including payroll and other recurring accounting activities.
• Liaise with the external accounting partner to ensure timely tax submissions, statutory compliance and reporting accuracy.
• Manage cashflow forecasting, working capital, and financial controls.
• Support pricing, margin improvement, and funding strategies.
• Prepare reports and dashboards for the CEO, Chairman, and investors.
• Drive financial systems development, automation, and process improvement.
• Leverage AI and process automation to improve speed and accuracy of reporting and forecasting.
• Build and develop a high performing finance team as the company scales.

Skills & Experience required:

Essential:

• Fully Qualified Accountant. (ACA/ACCA/FCA/FCCA/CIMA/ACMA/CGMA).
• Worked in a Financial Planning & Analysis related role, within either a Saas, Tech or high-growth business. 
• Strong financial modelling and analytical skills (Excel or Google Sheets).
• Proven ability to manage financial reporting, budgeting, and cashflow forecasting.
• Solid understanding of SaaS financial principles, including ARR, deferred revenue, and recurring billing.
• Strong communication skills, able to translate numbers into insight for non-finance stakeholders.
• Comfortable operating independently and taking full ownership of the finance function.

Desirable:

• Experience using Xero and working with external accountants.
• Prior experience supporting fundraising or investor due diligence.
• Knowledge of automation tools or AI-enabled reporting.
• Experience managing payroll, tax submission, or statutory filings directly.
• Understanding of pricing strategy, margin improvement, or cost optimisation.
• Experience mentoring junior team members or building a small finance team.
• Familiarity with board-level reporting and KPI dashboards.
• Experience as a strategic business partner.

Personal Attributes:

• Commercially minded with the ability to blend strategy and execution.
• Proactive, organised, and detail-focused.
• Confident communicator with analytical depth.
• Thrives in a fast-paced, evolving environment.
• Motivated by growth, excellence, and impact.

What’s on Offer:

• Starting salary in the region of £60,000 - £70,000, plus a performance related bonus.
• Eligibility to join the generous Employee Share Option Scheme after 12 months of service, enabling you to share directly in the company’s success.
• A truly flexible and hybrid approach, with a culture built on trust and accountability. Will need to attend their Leeds city centre office 1-3 days per week, easily accessible by public transport.
• 25 days annual leave, plus public holidays.
• Other benefits include Health assurance, Death in Service and Pension scheme.
• Opportunity to join the senior leadership team forming the future Board.
• A high-impact role with real influence and long-term career growth.

Next Steps:

Interviews are to be conducted imminently; hence you are advised to apply at your earliest convenience. 

N.B. Lyons Recruitment have been retained on an exclusive basis, hence any direct or other agency applications with be disregarded.