THE ROLE 📝
This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form3.
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.
Key Responsibilities
- 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.
WE’RE LOOKING FOR 🔍
Essential
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 within 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.
Desirable
- An Accountancy qualification (CIMA; ACA; ACCA), with a strong foundation of technical knowledge.
THE TEAM 👥
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!
INTERVIEW PROCESS ✍️
Stage One: Screening Call with the Talent Team
Stage Two: Zoom Interview with the CFO
Stage Three: Case study presentation with the CFO and Financial Controller & Head of Treasury
Stage Four: Leadership capability interview with two key stakeholders
Stage Five: Executive Review with the CFO
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 are hiring the right person!
HIRING LOCATIONS 📍
For this role, we are currently only able to accept applications from within the United Kingdom.
ABOUT FORM3 💭
Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3, check out the following pages:
What we do | Life at Form3 | Benefits | Flexa-verified employer | Podcasts
OUR DEI&B COMMITMENT
We hire talented people from a variety of backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness and curiosity. We’re united by our company values (we even created them together!) and we celebrate our unique differences.
Our employee lifecycle processes are designed to embrace equal opportunity and prevent discrimination against our people regardless of personal characteristics. It is our strong belief that the more inclusive and belonging we are as a business, the better our work will be.
As an inclusive employer, we guarantee to interview all neurodiverse and physically disabled applicants who meet the minimum criteria for this role. We also encourage candidates to notify us of any reasonable adjustments that may be required during the recruitment process. This includes providing job adverts in alternative, accessible formats or adjustments required at interview stage.
If you consider yourself to be neurodiverse or physically disabled under the UN definition of disability and would like to be considered under this scheme and/or require any reasonable adjustments please let us know by sending an email to [email protected] clearly stating your consent for us to process this data.
For more information please refer to our Recruitment Data Policy.
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