Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- FP&A Director leading finance business partner to the Commercial organisation at Persado. Responsible for forecasting, planning and performance analysis amidst a hybrid working model.
Responsibilities
- Act as the primary Finance partner to Sales, Customer Success and Marketing leadership.
- Develop a deep understanding of revenue drivers, pipeline dynamics, renewals, churn and upsell.
- Support pricing discussions, deal structuring, renewals and commercial decision-making.
- Ensure Finance and Commercial remain tightly aligned, particularly during forecasting and planning cycles.
- Own the group revenue forecast (short-term and long-range), including ARR, bookings, churn, expansion and pipeline assumptions.
- Lead annual planning and re-forecast cycles, translating strategic priorities into financial outcomes.
- Build scenario models to support decision-making around growth, investment and resourcing.
- Maintain and continuously improve forecasting models, ensuring clarity, consistency and credibility.
- Prepare clear, insightful reporting for ELT and Board, focusing on drivers, risks and actions rather than just outputs.
- Own the narrative for financial performance, explaining variances, trends and outlook.
- Work closely with Accounting to ensure consistency between management reporting and statutory results.
- Support investor and lender reporting where required.
- Own ARR reporting and analysis, ensuring accuracy and alignment with contractual and accounting definitions.
- Support the design, modelling and ongoing administration of sales commission and incentive plans.
- Provide analysis on sales productivity, quotas, ramping, and efficiency metrics.
- Provide direction and coaching to the FP&A team, raising the level of commercial thinking and business engagement.
- Improve FP&A processes, tooling and documentation to reduce manual work and increase insight.
- Act as a trusted partner to senior stakeholders, confident in challenging assumptions when needed.
Requirements
- Robust experience in FP&A, Commercial Finance or a similar role (Director level).
- Strong commercial mindset with experience partnering closely with Sales, CS or GTM teams.
- Proven ability to build and own revenue forecasts, scenario models and financial plans.
- Comfortable presenting to senior stakeholders, including ELT and Board.
- Ability to translate complex data into clear insights and recommendations.
- Experience working in a fast-moving, scaling SaaS or technology-enabled business is strongly preferred.
- Advanced Excel / financial modelling skills; experience with ERP and planning tools (e.g. NetSuite, planning software) a plus.
- Confident, pragmatic communicator who can operate hands-on and independently.
Benefits
- Persado’s hybrid working model empowers both remote and in-office work equitably!
- Competitive and equitable compensation
- Generous benefits packages globally
- 401k matching (USA); Pension Scheme (Certain EU locations) to prepare for your future
- We encourage professional growth through our dedicated enablement and training teams, as well as on demand tools and resources
- Employee Enrichment Fund to pursue a passion or upgrade your home office!
- Structured onboarding program to ensure a confident start and long-term success for new hires!
- Strong emphasis on career development and mobility, continuous feedback loops and performance management
- Flexible time off to support work-life harmony (including Summer Fridays and a one week Winter Holiday Break)
- #PersadoCares! 2 paid Volunteer days per year and charitable donation match
- Robust Diversity, Inclusion and Belonging initiatives; culture month celebrations, monthly diverse speaker series, commitment to bias-free recruitment, ERGs (#culture, #mindsmatter, #parents, #women, #green, #pride and growing)!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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