Interim FP&A Consultant

We are seeking an experienced FP&A professional to support a growing fund services business with data‑driven sales and go‑to‑market decisions through robust internal and external analysis and financial modelling. The role provides insight into sales targets versus budget, pipeline performance, and revenue forecasting, and is responsible for producing data sets - primarily from our Salesforce and Salesforce CRM tech stack- that underpin commercial oversight and reporting to stakeholders, including the Board.

Working closely with the Exco team and partnering across Sales and Marketing, Operations, HR and Finance, the ideal candidate will have expertise in Salesforce (or similar CRM), strong analytical capabilities, and advanced Excel skills, including the ability to model current‑state and forward‑looking scenarios.

Role responsibilities

Financial Analysis

• Coordinate and report commercial financial analysis aligned with overall organizational reporting
• Build sales and CRM pipeline targets that align with budgets and support required revenue generation
• Ensure new‑logo growth and existing‑client pipeline expansion is sufficient to meet or exceed budgeted targets
• Reconcile sales and CRM pipeline data with regional P&L reporting
• Produce market research and data analysis to monitor industry trends and performance

MI and Performance Reporting

• Define and agree sales BI and performance reporting requirements
• Align commercial reporting with weekly and monthly group reporting cycles
• Use SF and PBI dashboards to deliver regular performance‑vs‑budget insights, highlighting variances and improvement opportunities
• Analyse Salesforce data to identify pipeline strengths, weaknesses, trends, risks, and opportunities
• Provide performance analytics to support individual and team management across Sales and CRM
• Respond quickly to new reporting needs and produce ad‑hoc management financial reports

CRM understanding

• Maintain deep expertise in Salesforce configuration, data structure, and reporting capabilities
• Partner with sales and commercial leaders to define and support Salesforce performance analysis requirements including pipeline velocity, composition and predicted pipeline health
• Produce Salesforce‑based performance MI for senior management, Board reporting, and weekly/monthly cadences – including relevant commentary
• Build dashboards aligned with group reporting to support effective sales management

What Success Looks Like

• Strong alignment across Product, Sales, and Marketing analytics and reporting
• Clear KPIs and budgets with accessible, self‑serve measurement and reporting
• Accurate pipeline forecasting and individual sales performance reporting to enable appropriate course correction

Experience and Profile

• Degree in accounting, finance or related field strongly preferred
• 3 years+ experience in analytical role
• Exceptional Excel and financial modelling skills
• Extensive experience budgeting and financial modelling
• Strong working knowledge of Salesforce and its outputs
• Good communication skills
• Self starter but can also work as a team
• Ideally immediately available

What's on offer?

• £5-600 per day depending on experience outside of IR35
• 8 week contract with high likelihood of extension
• Hybrid working