About this role

As a Senior Finance & Planning Analyst, you’ll play a vital role in shaping Ably’s financial strategy, collaborating with teams across the business to provide insights and recommendations that drive business growth and profitability. Your analytical insights and financial acumen will be critical in supporting decision-making processes and ensuring the company’s continued financial health and success.

Day to day you will

• Drive financial insights. You’ll conduct comprehensive financial analysis to support strategic decision-making, including evaluating business performance, profitability, and investment opportunities.
• Craft financial models. You’ll develop and maintain financial models in Abacum to support budgeting, forecasting, and long-term financial planning. Your expertise will be instrumental in analysing and interpreting financial data, translating it into actionable insights.
• Shape budgeting and projections. You’ll collaborate with relevant stakeholders to prepare annual budgets and ongoing forecasts, monitor actual performance against budgets and forecasts and identify and communicate key variances to the leadership team.
• Manage key reports. You’ll be responsible for tracking and reporting on key performance indicators related to financial and operational performance. Additionally, you will support monthly management accounts where necessary, including the creation of insightful dashboards to provide enhanced visibility to both management and investors.
• Lead process improvements. As a centre of expertise for Ably’s BI tools, you’ll identify areas for improvement across the function. Your role will involve supporting colleagues, introducing best practices and streamline workflows to optimise efficiency.
• Strengthen investor relations. You’ll assist in preparing financial presentations and materials for investor meetings and fundraising activities and respond to investor inquiries related to financial performance and projections.
• Oversee commission management. You’ll manage the commission process, from developing plans that align to company wide goals, through to measurement and reporting.

We'd love to hear from you if you have

• Proven experience in financial planning and analysis, preferably in the SaaS industry or technology sector.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Qualified in either CIMA, ACCA or ACA.
• Strong analytical and quantitative skills, with the ability to interpret complex financial data and draw meaningful conclusions.
• Proficiency in financial modelling, forecasting, and budgeting techniques.
• Advanced knowledge of Microsoft Excel/Google Sheets and financial software/tools.
• Solid understanding of key financial statements, including income statement, balance sheet, and cash flow statement.
• Excellent communication and presentation skills, with the ability to effectively convey complex financial concepts to both financial and non-financial stakeholders.
• Strong attention to detail and ability to work independently and manage multiple priorities.

It would be nice, but not essential if you have

• Knowledge of SaaS metrics, such as MRR (Monthly Recurring Revenue), CAC (Customer Acquisition Cost), and churn rate.
• Knowledge of financial planning software such as Abacum.
• Knowledge of SQL.
• Familiarity with venture capital and fundraising processes.
• Experience in an early stage VC-backed startup where things can move quickly.