Finance Analyst

Summary

Join Form3's Finance team as a skilled Finance Analyst and collaborate with Product and Engineering teams on critical deliverables, supporting company-wide cost management. You will contribute to revenue forecasting, financial modeling, and cost budget tracking, enabling data-driven decision-making. This role offers growth opportunities with mentorship from a Senior Finance Business Partner. Maintain accurate cost data, support performance tracking, and create reports and presentations to monitor performance. Partner across the business to support initiatives and assist the Tax team with the annual R&D tax claim. This position requires a strong background in financial analysis and cost data management.

Requirements

• 3+ years' experience in a Finance Analyst role
• Part-qualified Accountant (CIMA; ACA; ACCA) and / or a Degree in Finance, Business or a related field
• Proven experience in Management Accounting and cost tracking
• Skilled in Excel, with strong financial modelling capability
• Experience presenting to and partnering with senior stakeholders, particularly within R&D
• Strong PowerPoint skills with experience preparing performance reports for various audiences

Responsibilities

• Maintain and develop crucial cost data to support accurate revenue forecasting
• Provide timely and accurate data to the R&D teams and assist in gathering critical R&D management information
• Design, scope and create reports and presentations to monitor performance and track against targets, including management and board reporting
• Build and maintain financial models relating to cost, spend, usage, and other key business metrics
• Assist in tracking and monitoring cost budgets in line with key business objectives, ensuring integrity of financial data
• Partner across the business to support wider initiatives and enable data-driven decision-making
• Support the Tax team with the annual R&D tax claim by collating relevant resource and project data

Preferred Qualifications

• Able to quickly analyse, understand and summarise large datasets
• Experience working within a FinTech, Payments, Banking or SaaS company
• Exposure to AWS reporting methods or similar cloud infrastructure reporting tools