Financial Planning and Analysis

• Manage the financial planning, model and forecast cadence
• Build and improve high-quality financial models combining P&L structure with marketplace and CRM pipeline data, focused on client economics, pricing impact and acquisition efficiency
• Create business cases that quantify how pricing, product launches and marketing spend impact profitability, margins and cash outcomes
• Own and evolve unit-economic KPIs by turning client profitability, CAC payback, pipeline volume, pricing levers and product ROI into structured forecast and profitability frameworks
• Run scenario and sensitivity analysis to challenge assumptions and quantify outcomes
• Improve forecast logic, data automation and model accuracy
• Provide finance sparring for strategic clarity
• Work with insights supported by the internal data team owning core data flows and dashboards
• Decision-ready forecasts and scenario outputs
• Business cases influencing pricing, product, operation and marketing investment
• Client profitability and CAC efficiency frameworks improving margin and cash efficiency
• KPI reporting aligned to planning cycles
• Measurable improvement in volumes, profitability and acquisition efficiency

FP&A Business Partner

Financial Reporting Specialist

Investment Solution Sales

Intern – Blended Finance Team, 6-9 months