Head of Financial Planning & Analysis; FP&A

THE ROLE

This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form
3.

This role will act as a key financial partner to all units across the business, influencing and challenging senior stakeholders to improve performance, optimise cost structures and strengthen unit economics.

With previous experience leading a team of FP&A experts, you will hold responsibility for driving forecasting accuracy, commercial understanding and long-term value creation through rigorous analysis, scenario modelling and forward-looking insights.

• Lead, develop and mentor a team of Finance Business Partners, creating a high-performance culture grounded in accountability, collaboration and continuous improvement.
• Design, implement and embed a scalable Finance Business Partnering model, ensuring clear alignment with business units and consistent delivery of commercial insights.
• Take ownership of all cycles of financial forecasting, including budgeting, long-range planning, re-forecasting and monthly performance review.
• Present financial insights and recommendations to the Executive team and the Board, translating complex analyses into clear, actionable narratives.
• Contribute to key fundraising activities through the preparation of investor materials and engagement with stakeholders.
• Partner closely with Product, Technology, Operations and Commercial teams to support strategic initiatives, pricing, investment cases and go-to-market decisions.
• Lead on the development of dashboards, KPIs and reporting frameworks that enhance transparency, and track financial and operational performance.
• Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies.
• Ensure that the FP&A team operates with strong governance and consistent standards within a robust control environment.

Form3's Finance team is a critical function within the business, so we are looking for a Head of Financial Planning & Analysis (FP&A) who has a strategic mindset combined with hands-on capability, with the aptitude to move between big-picture thinking and detailed analysis.

• Extensive FP&A Leadership experience, ideally within a high-growth, technology-led or financial services environment.
• Experience with in a start-up / scale-up environment, ideally within a SaaS company.
• Demonstrated success in building and managing Finance Business Partnering teams, with strong coaching capability and a commitment to developing talent.
• Proven experience in corporate finance, with the ability to support investor engagement and deliver high-quality financial materials.
• The ability to influence and challenge senior stakeholders, with a collaborative approach and strong commercial acumen.
• Deep expertise in financial modelling, forecasting, budgeting and scenario analysis.
• Experience implementing planning systems, reporting tools and performance management frameworks.
• Strong communication skills, with the ability to distil complex financial concepts into impactful and persuasive insights.

• An Accountancy qualification (CIMA; ACA; ACCA), with a strong foundation of technical knowledge.

This role sits within Form3's Finance team and reports directly into the Chief Financial Officer (CFO). As a key member of this team, you will work alongside a close knit group of experienced Finance professionals, based predominantly in the UK, supporting a company of over 200 employees.

We meet up a few times a year for social events but tend to work mostly remotely. Support via Zoom is hugely important to us as we are in contact with each other on a daily basis!

We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we…