Beamery

Financial Planning and Analysis

• Lead a full audit of the current finance technology stack, identifying redundant or underperforming systems.
• Design and drive the implementation roadmap for new FP&A tools — including AI-powered planning, consolidation, and reporting platforms — that maximise data processing speed and analytical output.
• Evaluate and integrate AI and automation tools to streamline routine finance tasks, freeing up capacity for higher-value insight generation.
• Manage vendor selection, procurement, and change management for system transitions.
• Decommission legacy tools, ensuring clean data migration and minimal business disruption.
• Establish scalable data architecture and governance standards for finance systems.
• Define and establish the FP&A function from the ground up — setting its mandate, processes, and operating rhythm within the business.
• Own the annual budgeting, quarterly reforecasting, and long-range planning processes end-to-end.
• Develop and maintain robust financial models and leverage AI-powered analytics tools to deliver faster, deeper insight across revenue, cost, and headcount.
• Produce high-quality board and executive reporting packs, translating complex data into clear narratives for senior leadership and non-executive stakeholders.
• Lead the preparation and delivery of investor reporting — producing accurate, timely, and well-contextualised financial updates for institutional investors and other key external stakeholders, in line with agreed reporting cadences and obligations.
• Support the CFO in managing relationships with third-party stakeholders including lenders, auditors, advisors, and any other parties requiring financial information — ensuring outputs are accurate, professionally presented, and appropriately governed.
• Drive the monthly close commentary and variance analysis in close collaboration with the Financial Control team, ensuring accuracy and timeliness.
• Shape a longer-term vision for the FP&A team structure and capability, even if hiring is not in scope for this interim period.
• Act as a trusted finance partner to senior business leaders, supporting strategic decision-making with rigorous financial insight.
• Build strong relationships with commercial, sales, and operational teams, embedding finance into day-to-day business conversations.
• Challenge assumptions and drive financial accountability across the organisation.
• Partner with commercial and sales teams to model and evaluate pricing structures, ensuring financial sustainability and competitiveness.
• Support the design, modelling, and review of sales commission and incentive plans, assessing P&L impact and alignment to business objectives.
• Provide analytical support for deal desk activities, contract structures, and margin analysis.
• Take personal ownership of data quality across finance systems — defining, cleansing, and maintaining core datasets.
• Build and manage financial data models and reporting hierarchies, ensuring consistency across the business.
• Harness modern AI and intelligent data processing tools to maximise the speed, accuracy, and depth of financial analysis and reporting.
• Work closely with data engineering and BI teams to develop reliable automated pipelines, reducing manual data handling and increasing analytical throughput.
• Champion the use of AI-assisted forecasting, anomaly detection, and scenario modelling to elevate the quality of insight delivered to senior stakeholders.
• Be comfortable working at the detail level when required — this role demands both strategic vision and genuine operational rigour.

Interim Head of FP&A