Financial Planning & Analysis Lead

Job Description

What you’ll get

At Perlego we believe in the key role you will play to achieve our shared mission. You'll belong to a culture of dreamers, team players and avid learners with a flexible, value-based approach. Here, you can become your best self, and through your talent, make a real impact in the world of education.

What we do

At Perlego, there are almost 100 of us working hard to make education accessible to all. We believe access to good quality affordable learning unlocks potential. Knowledge should be more accessible, not locked behind sky-high price tags.

We recently expanded our library to make over 1 million books affordable for learners, earned a 100% Gold ASPIRE rating for accessibility and reached over 15 million people. The next stage of Perlego is twofold: 1) expand our support to students and publishers globally, and 2) build a product that goes beyond the book, a platform that helps students study smarter and educators teach more effectively.

What we’re looking for

We are seeking an experienced and dynamic FP&A Lead to join our growing team. The ideal candidate will have a strong background in financial planning and analysis, with an ability to develop revenue forecasts, manage pricing strategies, and support long-term financial planning.

While an initial focus will be on B2B operations, this role will provide strategic financial insights across all business areas, ensuring comprehensive support for our company’s growth and financial health.

Ideally you will be comfortable dealing with ambiguity and have experience building financial models and processes from scratch. You will also have a strong commercial acumen and the ability to easily discuss complex financial concepts.

How we work together

• Collaboration: you will work closely with the Finance Director and the Financial Controller, acting as a strategic partner and supporting business functions across both channels (B2B and DTC).
• Communication: You'll regularly interact with senior leadership, department heads, and technical teams to provide financial insights and drive strategic decisions.
• Innovation: We value new ideas and will both encourage and expect you to propose and implement process improvements to enhance efficiency and scalability within our financial operations

What you’ll do

Business Partnering

• Provide financial analysis and strategic support across all departments, with an initial emphasis on B2B
• Develop financial models and forecasts to support revenue growth, pricing strategies, and market expansion
• Collaborate with other functions, including R&D and technical teams, to evaluate the financial implications of their initiatives and business lines.
• Develop and manage pricing strategies for various business segments.

Forecasting and Budgeting

• Develop and maintain long-term financial forecasts and contribute to the overall revenue model, ensuring it encompasses all business activities.
• Support overall financial forecasting and provide detailed reports to leadership, ensuring alignment with company goals.
• Develop scenarios to better understand the complex relationships in our business and evaluate the commercial implications and identify trade-offs of various business actions

Financial Reporting and Analysis

• Oversee financial reporting and performance management, including revenue, margin, and key metrics
• Conduct scenario-based analysis to support strategic planning and decision-making across the organisation
• Build and maintain models for ad-hoc requests and special projects, including financial analyses and ROI assessments

Process Improvement

• Lead initiatives to improve financial processes and systems cross functionally.
• Implement and maintain financial processes across the company, including global standardisation, template creation, and group reporting alignment.

Requirements

It’s perfect if you have:

• Minimum 5 years in commercial finance, FP&A, or similar roles, with significant experience in B2B financial planning and analysis.
• Proven expertise in developing and managing financial models for B2B revenue forecasting and pricing
• Advanced Excel skills, including experience with large datasets and complex financial analysis
• Excellent analytical and communication skills, with the ability to translate financial insights into actionable business strategies
• Experience in developing board presentations and financial reports

⭐️ It’s a plus if you have:

• Experience with Xero, Hubspot, Thoughtspot or Causal
• Previous experience working with both DTC and B2B SaaS businesses
• ACA, ACCA or CIMA (or equivalent) qualified or qualified by experience
• Previous involvement in scaling businesses and implementing best practices in FP&A processes.

What success looks like:

In 3 Months:

• You have developed a clear understanding of our financial processes and are recognised as a key strategic partner across various business functions, contributing to company-wide financial planning and decision-making.
• Complete review of financial models incl. revenue forecasting and pricing strategies to ensure aligned with strategic goals. Identified opportunities for growth and/or improvement and proactively driven these towards a decision.
• You are confident and proficient with the internal tech stack. You have identified areas for system enhancements and have begun implementing improvements to support financial analysis and reporting.
• You have contributed to the quarterly financial updates and provided valuable insights.

In 6 Months:

• All financial metrics, including revenue, margins, and key performance indicators, are consolidated and aligned across B2B and other business segments. There is a unified approach to financial reporting and performance tracking.
• Core financial processes have been standardised across departments, resulting in improved efficiency, accuracy, and scalability. You have successfully led initiatives to align financial reporting practices with global standards.
• Proactively identify trends, opportunities, and risks to inform decision making.

Applications close Friday 5th July 2024

Start date ASAP

Benefits

🌈 Benefits include:

✨Compensation

The salary available for this role is £73,000

Why should you work at Perlego?

Apart from our mission, we foster a unique company culture championing self-empowerment, personal development, direct communication and mutual support.

Want to learn more about how we’re making learning accessible? Check out our latest impact report

🏠 Flexible

We're making learning accessible to all and we want our ways of working to be accessible too.

If you’re based in London, you can work flexibly between home and our impressive office in Chancery Lane. If you’re outside of London then we’ll see you at our quarterly socials 💃

At Perlego, we empower you to work in a way that supports your needs and your life. We trust people to know what works best for them. Check out our Flexa profile to find out more.

We are also flexible if you wish to work remotely overseas for short periods of time, as long as you remain a UK tax resident 🗺

🧠 L&D Budget

We value continuous learning and you will have a personal L&D budget for online courses, subscriptions or books not on Perlego.

🌱 Unlimited Coaching Opportunities

Unlimited access to MoreHappi, an on-demand professional coaching platform to offer all employees access to unbiased and professional coaching opportunities.

🤓 Learning Time

All employees have dedicated Learning Time to focus on new skills, projects or interests that lay outside of their day-to-day job, including Hackathons which bring our entire Engineering team together to work on exciting projects.

🌴 Work-Life Balance

Everyone needs a break, so enjoy 30 days off (incl. bank holidays) + 1 additional day annual leave for every year of service up to 35 days off (incl. bank holidays)

🛐 Flexi Bank Holidays

We understand that not everyone aligns with the same calendar; we offer the flexibility to take your local country's bank holiday allowance for other religious or cultural days.

e.g. switch UK Easter Bank Holidays Days for Eid celebrations

❄️ Office Reset

All employees can also enjoy the days between Boxing Day and New Year off, to reset and refresh for the new year - this is additional to your annual leave 🙂

🏖 Sabbatical

After three years there is an opportunity to take a 1-month unpaid sabbatical, and after five years there is an opportunity to take a 1-month paid sabbatical

💛 Personal Days

Life happens and we want you to be able to use your annual leave for resting, relaxing or taking time out to do something you love!

We offer 1 additional day a year for life events (your wedding, relocation, moving house, or a child starting school).

🍏 Health & Wellbeing

We want everyone to feel healthy and happy, so we offer private medical insurance via Vitality.

💭 Mental Health

All employees get access to therapy and counselling through Vitality

💸 Financial Wellbeing

Track your financial goals and receive financial advice all via Mintago

🚲 Cycle to Work Scheme

We're committed to building a sustainable business, so we encourage cycling to work. Perlego will buy your bike of choice, which you'll pay back over 12 months.

🎉 Social

We're a tight-knit bunch who enjoy our time to play. We have regular social events and activities for everyone - everything from white water rafting to board game nights.

🍼 Family time

We believe family is really important; we offer new parents a competitive matched parental leave as well as a phased return to work from extended leave.

👼 Workplace Nursery Benefit

We want to support working parents and carers, so we offer a workplace nursery benefit scheme, helping our employees potentially save thousands of £££ against the cost of nurseries each year.

👋 Belonging at Perlego

🌈 We are an equal opportunity employer and value diversity of thought and background.

❤️ We are actively building a diverse team, so we strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.

📣 To enable an equitable experience for all and give you the best chance of success, if you have any specific requirements for any stage of the interview process, please let us know by emailing ben@perlego.com