About the role
ABOUT BEAMERY We are a leading transformational AI platform in the HR technology industry, enabling enterprise companies to create better and fairer talent decisions – by accelerating their recruiting processes, unlocking successful internal mobility opportunities, enabling smarter upskilling initiatives, and facilitating agile workforce planning. We are helping our clients hire and redeploy over a million people annually. Read more about our work here . What’s ahead — and why it’s an exciting time to join the team: Deepening our native integrations with SAP, Workday, Microsoft, and LinkedIn to seamlessly embed our skills intelligence into the platforms where critical workforce decisions are made. Embedding our agentic AI to help customers plan smarter for the future—powering workforce strategies, internal mobility, and skills forecasting. Advancing our use of proprietary LLMs and knowledge graph technology to help organizations unlock broader talent pools, make fairer decisions, and expand access to opportunity at scale. But it’s not all about creating high-quality products, we also very much value the company culture we have worked hard to create; built on trust, empathy & honesty ensuring our workforce is able to bring their full selves to work. The Opportunity We are looking for an exceptional interim finance leader to step into a high-impact Head of FP&A role for an initial period of 6–12 months. This is not a ‘steady state’ position — we need someone who thrives in a transformation environment, can hit the ground running, and is equally comfortable shaping strategy and rolling up their sleeves. This is also a genuine opportunity to define what FP&A means in our business. You will be joining as a standalone FP&A leader — building the function, establishing its influence, and setting the standard for how finance insight is generated and used across the organisation. The canvas is largely blank, and we are looking for someone with the vision and energy to paint on it. A central pillar of this engagement is the overhaul of our finance technology stack. You will assess what we have, remove what no longer serves us, and implement modern AI-powered tools to underpin a best-in-class FP&A function — all while keeping the core business reporting and partnering engine running smoothly. The Team This role reports directly to our CFO and works closely with the Financial Control team, Commercial & Senior leadership, and the Data and BI teams. At the outset, this is a standalone FP&A role, with the potential scope to shape future team structure. The Role Finance Technology Transformation Lead a full audit of the current finance technology stack, identifying redundant or underperforming systems. Design and drive the implementation roadmap for new FP&A tools — including AI-powered planning, consolidation, and reporting platforms — that maximise data processing speed and analytical output. Evaluate and integrate AI and automation tools to streamline routine finance tasks, freeing up capacity for higher-value insight generation. Manage vendor selection, procurement, and change management for system transitions. Decommission legacy tools, ensuring clean data migration and minimal business disruption. Establish scalable data architecture and governance standards for finance systems. Building & Leading FP&A Define and establish the FP&A function from the ground up — setting its mandate, processes, and operating rhythm within the business. Own the annual budgeting, quarterly reforecasting, and long-range planning processes end-to-end. Develop and maintain robust financial models and leverage AI-powered analytics tools to deliver faster, deeper insight across revenue, cost, and headcount. Produce high-quality board and executive reporting packs, translating complex data into clear narratives for senior leadership and non-executive stakeholders. Lead the preparation and delivery of investor reporting — producing accurate, timely, and well-contextualised financial updates for institutional investors and other key external stakeholders, in line with agreed reporting cadences and obligations. Support the CFO in managing relationships with third-party stakeholders including lenders, auditors, advisors, and any other parties requiring financial information — ensuring outputs are accurate, professionally presented, and appropriately governed. Drive the monthly close commentary and variance analysis in close collaboration with the Financial Control team, ensuring accuracy and timeliness. Shape a longer-term vision for the FP&A team structure and capability, even if hiring is not in scope for this interim period. Business Partnering Act as a trusted finance partner to senior business leaders, supporting strategic decision-making with rigorous financial insight. Build strong relationships with commercial, sales, and operational teams, embedding finance into day-to-day business conversations. Challenge assumptions and drive financial accountability across the organisation. Pricing & Commissions Partner with commercial and sales teams to model and evaluate pricing structures, ensuring financial sustainability and competitiveness. Support the design, modelling, and review of sales commission and incentive plans, assessing P&L impact and alignment to business objectives. Provide analytical support for deal desk activities, contract structures, and margin analysis. Hands-On Data & AI-Driven Analysis Take personal ownership of data quality across finance systems — defining, cleansing, and maintaining core datasets. Build and manage financial data models and reporting hierarchies, ensuring consistency across the business. Harness modern AI and intelligent data processing tools to maximise the speed, accuracy, and depth of financial analysis and reporting. Work closely with data engineering and BI teams to develop reliable automated pipelines, reducing manual data handling and increasing analytical throughput. Champion the use of AI-assisted forecasting, anomaly detection, and scenario modelling to elevate the quality of insight delivered to senior stakeholders. Be comfortable working at the detail level when required — this role demands both strategic vision and genuine operational rigour. Essential Experience & Skills Core FP&A Capability Proven track record as Head of FP&A or equivalent in a fast-paced environment Expert financial modeller with strong skills in budgeting, forecasting, and scenario analysis Strong executive-level communication and storytelling with data, including for board and investor audiences Excellent business partnering skills with a commercial mindset Comfortable working as a standalone FP&A leader — self-sufficient, proactive, and influential without a team behind them High degree of comfort with ambiguity and the pace of an interim engagement Experience building or significantly shaping an FP&A function Specialist & Technical Skills Demonstrated experience owning a finance tech stack transformation Hands-on experience with modern FP&A and AI-powered analytics platforms Experience in pricing modelling and commercial finance analysis Involvement in the design or governance of sales commission and incentive schemes Confident user of modern AI and data processing tools to drive efficiency in analysis and reporting Experience selecting and implementing finance or BI tools (vendor management, RFP, rollout) Strong data management skills — comfortable owning data quality and detail without delegating Ideal Background Qualified accountant (ACA, ACCA, CIMA or equivalent) with significant post-qualified experience in FP&A. Previous interim or consultancy experience is highly desirable — you are comfortable being autonomous from day one. Background in B2B SaaS, technology, or high-growth businesses. You have been the person who identified a broken finance tech landscape and fixed it — not just advised on it. You actively use AI and modern data tools in your day-to-day work and are ahead of the curve in applying them to FP&A — not just curious about them. You have experience producing investor reporting or managing financial communications with institutional investors, lenders, or other external third parties. You are as comfortable interrogating a data model or configuring a planning tool as you are presenting to a board or investor audience. Why this role? A rare opportunity to build something — this is not a maintenance role. You will set the direction for FP&A in our business and leave a lasting mark. Direct line to the CFO — you will work as a genuine partner to finance leadership, not layer beneath it. Real transformation scope — overhaul the tech stack, embed AI, and raise the bar on financial insight across the business. A collaborative financial control team who are credible and engaged — you will not be working in isolation. Competitive compensation commensurate with seniority and the scope of the remit. Beamery is for Everybody. Diversity and open expression are fundamental to us. We acknowledge the challenges in our industry and strive to develop an inclusive culture where everybody can contribute. We are dedicated to creating an inclusive environment for everyone, regardless of ethnicity, religion, color, sexual orientation, gender identity, race, national origin, age, disability status, or caregiver status. If, for whatever reason, you need us to make reasonable adjustments and adaptations to our recruitment process, please email [email protected] Visit our Diversity, Equality and Inclusion page to learn more about progress and commitments.
