Echobox

Financial Planning and Analysis

• Own the full finance function, including management accounts, month-end close, and quarterly reporting
• Lead budgeting, forecasting, and detailed variance analysis
• Build, maintain, and continuously improve robust financial models
• Deliver clear and insightful reporting to support strategic decision-making
• Manage R&D tax credit claims with external advisors
• Oversee EMI stock option schemes, valuations, and grant processes
• Ensure compliance with financial regulations and reporting standards
• Act as a key point of contact for investors on financial performance and reporting
• Translate financial data into compelling narratives for stakeholders
• Establish and optimise financial processes, controls, and reporting frameworks
• Own cash flow management, working capital optimisation, and cost control strategies
• Monitor SaaS metrics (e.g. ARR, MRR, CAC, LTV, churn) and provide actionable insights
• Improve financial visibility across the business through dashboards and KPI tracking
• Ensure scalability of finance systems, processes, and controls as the company grows
• Oversee payroll processes via external providers, ensuring accuracy and compliance
• Support headcount planning and workforce cost modelling
• Collaborate on compensation structures, bonus schemes, and commission frameworks
• Provide financial insight into hiring plans and organisational growth
• Partner with cross-functional teams across the business to lead and deliver end-to-end recruitment operations
• Ensure accurate financial data, contracts, and pricing are reflected in CRM systems (e.g. HubSpot)
• Partner with commercial teams on pricing strategies and revenue optimisation
• Analyse sales performance, pipeline data, and revenue forecasting
• Improve alignment between finance and sales operations
• Manage outsourced bookkeeping and payroll providers
• Lead procurement and supplier management (software, rent, insurance, etc.)
• Ensure operational efficiency, cost discipline, and contract optimisation

Finance Manager