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About the Role

The FP&A function at Board Intelligence delivers financial insight, forecasting, and decision support to enable sustainable business scaling. This high-impact role serves as the primary financial partner to Sales, Marketing, Customer Success, and Product leadership, with direct exposure to investor relations, Board reporting, and PE value creation plans. It offers the opportunity to shape and build a function from the ground up in a high-growth, PE-backed business.

Responsibilities

Act as the lead finance partner to commercial leadership across Sales, Marketing, and Customer Success leaders.
Provide financial insight and challenge to support pricing and hiring decisions.
Own the commercial revenue bridge and variance analysis, explaining performance drivers to senior stakeholders.
Support go-to-market planning, new product launches, and market expansion business cases.
Lead the commercial revenue and cost forecast, working closely with Sales and Marketing to build bottom-up models.
Own pipeline-to-revenue conversion analysis and improve forecast accuracy over time.
Drive the annual budgeting process for commercial functions and manage reforecasting cycles.
Build and maintain scenario models for key commercial decisions including pricing changes, headcount investment, and channel mix.
Design and own the commercial KPI framework including ARR, NRR, churn, CAC, LTV, payback period, and unit economics.
Deliver monthly commercial performance packs for the Executive Leadership Team and Board.
Build automated, self-serve dashboard reporting where possible to reduce manual effort and increase insight quality to ELT.
Conduct ad hoc deep-dives into commercial performance topics such as cohort analysis, pricing elasticity, and segment profitability.
Support the CFO and FP&A Director on investor reporting, board packs, and PE value creation tracking.
Lead or contribute to strategic projects including M&A screening, commercial due diligence support, and integration planning.
Build and maintain the long-range plan and equity story from a commercial perspective.
Support ad hoc strategic analysis such as market sizing, competitive benchmarking, and investment cases.
Manage and develop a small team of commercial finance analysts or business partners.
Set clear priorities and manage the balance between BAU reporting and value-add analysis.
Build a culture of curiosity, commercial awareness, and stakeholder focus within the team.

Requirements

Experience in commercial finance, investment banking, transaction advisory, commercial finance, FP&A, or corporate development, with demonstrable commercial acumen and analytical rigor.
Strong experience partnering with Sales, Marketing, or commercial leadership teams.
Deep understanding of SaaS or subscription business metrics (ARR, NRR, churn, pipeline conversion, unit economics).
Advanced Excel and financial modelling skills; comfortable building models from scratch.
Experience with revenue forecasting, pipeline analysis, and variance reporting.
Proven ability to influence senior stakeholders and deliver insight that drives decisions, not just reports.
Ability to translate complex financial analysis into clear, actionable insight for non-finance stakeholders.
Strong written and verbal communication skills - able to present to senior stakeholders and the Board clearly and confidently.
Collaborative working style with a genuine interest in understanding the commercial context behind the numbers.
Proactive and can-do attitude – work proactively, take initiative, and stay ahead of commercial trends and bring ideas to the table.
Comfortable operating independently and managing your own priorities across multiple concurrent workstreams.
Structured and process-oriented - you build repeatable frameworks, not one-off analyses.
Driven by outcomes, not just activity - you care about whether your analysis changes decisions.

Skills

Financial Insight
Forecasting
Decision Support
Commercial Strategy
Revenue Forecasting
Pipeline Analysis
Pricing
Margin Insight
M&A Screening
Commercial Due Diligence
Financial Modelling
Excel
Variance Analysis
KPI Frameworks
ARR
NRR
Churn
CAC
LTV
Payback Period
Unit Economics
Cohort Analysis
Pricing Elasticity
Segment Profitability
Investor Reporting
Board Reporting
PE Value Creation
Long-Range Planning
Equity Story
Market Sizing
Competitive Benchmarking
Investment Cases
Team Leadership
Stakeholder Management
Commercial Awareness

Benefits

Pension scheme
Personal performance bonus
26 days holiday each calendar year
Bupa health & dental cover
Group life assurance
EAP
Cycle to work scheme

About the Company

Board Intelligence is a technology and advisory firm on a mission to make boards more effective, and through them, build better businesses and benefit society.
Over twenty years we have established ourselves as the market leader in governance and board effectiveness, trusted by more than 80,000 directors, executives, and governance professionals globally, including across the Fortune 500, FTSE 100, and OMX 30.
We have invested in applied AI since 2020, well ahead of the market, and that early conviction has paid off. Our AI-powered platform and smart board advisor give us a competitive advantage that is widening, not narrowing.
In 2024, K1 Investment Management, the leading B2B Enterprise SaaS investor, backed us to accelerate that position further.
We are now growing fast, with a proven commercial model spanning both mid-market and enterprise, and a product suite that has become a necessary addition in high-stakes board environments.
The people joining us now will shape how we scale. We are deliberate about how we do that. Our founders and leadership team are deeply invested in keeping the culture that got us here: thoughtful, high calibre, and genuinely human. Ambition and balance are not in competition at Board Intelligence.
If you want to work at the intersection of AI and governance, on problems that matter at the highest level, this is a strong place to be.
Our Mission: We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefitting society.

Equal Opportunity

Board Intelligence is committed to building a team that reflects the breadth of experience, background and perspective needed to do this work well.
We welcome applications from candidates of all backgrounds and do not discriminate on the basis of age, disability, ethnicity, gender, religion, sexual orientation or any other protected characteristic.
If you need any reasonable adjustments at any stage of the process, please let us know and we will accommodate them.