Strong fit for technical finance professionals who build and refine AI-native FP&A systems and lead teams in a SaaS environment.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from ComplyAdvantage
The Role
You'll lead ComplyAdvantage's core FP&A function: the planning model, the data behind it and the forecasting and reporting cycles the business runs on. This is the technical engine room of Finance. You'll be the team's go-to expert on financial modelling. The foundations are in place - your job is to take them to the next level, building and refining an AI-native FP&A stack that drives visibility, scalability and speed across the business.
You'll report to the VP, Financial Strategy and lead a high-calibre team of analysts (human and agentic). You'll work alongside our Finance Business Partner, who owns day-to-day relationships with budget owners, while you own the core infrastructure, models and systems behind the numbers. You'll also work closely with our Strategic Finance and Corporate Development team. This is a Senior Manager level role (M6), based in London.
Key Responsibilities
Own the annual budget and quarterly reforecast end to end, raising the bar on speed, accuracy and version control
Own the monthly, quarterly and annual reporting cycles, including drafting Board performance packs
Own the architecture of the core planning model: driver-based, fully integrated across P&L, balance sheet and cash flow, auditable and built to scale
Champion an AI-native FP&A stack: find where AI and agentic workflows can automate routine work, answer repeat questions and give budget owners self-serve access to their numbers
Take our Abacum planning platform to the next level: richer models, tighter integration with our central data warehouse, ERP, HRIS (HiBob) and CRM (Salesforce), and wider adoption across the business
Be the go-to technical resource across Finance for complex modelling problems
Own ARR and revenue modelling end to end, including cohort, retention and migration mechanics, the impact of product and pricing changes, and the bridge from ARR to recognised revenue
Translate technical finance concepts (revenue recognition, deferred revenue, working capital, capitalised development costs) into clear implications for decision-makers
Deepen rolling cash forecast proficiency so any cash variance can be bridged to a root cause
Deepen performance analysis from description to explanation: variance bridges and root-cause analysis that show why something moved and whether it is one-off or persistent
Run scenario and sensitivity analysis so the Exec team and Board can weigh more than one option, turned around in hours rather than days
Lead, coach and develop the team; review and take responsibility for its work
Set modelling standards for the team (structure, naming, checks, version control) and review all key models before they reach the Exec team or Board
Continuously improve FP&A processes, policies and controls, and make them centrally documented and accessible
The Requirements
An FP&A and AI enthusiast: you're already using AI to change how finance works, and you want to build and refine an AI-native stack that drives visibility, scalability and speed
8+ years' experience in FP&A or Financial Strategy, including leading and developing high-performing teams
Track record of owning budgeting, forecasting and management and Board reporting cycles end to end in a scaling business
Deep technical modelling expertise: you've built integrated three-statement, driver-based models from a blank page, including cash flow forecasting, and you're the person others bring their hardest modelling problems to
Hands-on experience running and implementing a planning tool (e.g. Abacum, Pigment, Adaptive, Anaplan) connected to source systems
Systems and data literate: comfortable extracting and combining data from multiple systems and working closely with data teams
Strong command of technical accounting and finance concepts (IFRS 15 revenue recognition, deferred revenue, working capital, cash conversion) and how the P&L, balance sheet and cash flow connect, and how they flow through a model
Process-minded: you document, version control and build things that scale beyond you
Excellent communication and presentation skills, able to explain the numbers clearly to Exec and Board audiences
Expert in Excel / Sheets and PowerPoint / Slides
Bachelor's degree or equivalent, with strong academic credentials
Nice to Have
Experience in a SaaS or technology company, with fluency in ARR, NRR, gross margin, CAC payback and burn multiple
ACA, ACCA, CIMA or CFA qualification
SQL or BigQuery skills, or experience working with a central data warehouse
Exposure to regtech, fintech or B2B data businesses
What Success Looks Like
First 3 months: you own the monthly reporting cycle and the planning model, have assessed the current stack, have agreed a roadmap for taking it to the next level, and have become the team's first port of call for technical modelling questions
By 6 months: a quarterly full-year reforecast is running off actuals, and a 13-week cash forecast is live and refreshed weekly
By 12 months: planning, reporting and approvals run on an AI-native stack with clean data; models are documented and version controlled; budget owners self-serve their numbers; and a new scenario takes hours, not days
What's in it for you
On-going investment into AI tooling for Finance, with space to explore and shape how the team uses it.
Unlimited Time Off Policy to promote work-life balance and well-being.
Equity participation in our innovative mission to combat financial crime.
We embrace a hybrid working approach. We strongly believe that this approach fosters collaboration and enables the building of meaningful relationships.
Opportunities for collaboration and career development with smart, like-minded professionals.
Annual learning budget to support professional growth.
A home office budget to support working from home.
Enhanced parental leave and childcare benefits.
Life insurance and medical coverage through BUPA, including pre-existing conditions.
Pension contribution through The People's Pension.
About us:
Our mission is to empower every business to eliminate financial crime.
By harnessing AI, a unified platform, and an extensive partner ecosystem, we help customers turn compliance into a catalyst for growth, operational resilience, and enduring regulatory trust.
More than 3,000 enterprises across 75 countries rely on our end-to-end platform and the world’s most comprehensive financial crime risk intelligence. With full-stack agentic automation, we help organizations automate up to 95% of KYC, AML, and sanctions reviews, cut onboarding times by 50%, reduce false positives by 70%, and handle 7x more work with the same staff.
ComplyAdvantage is headquartered in London and has global hubs in New York, Lisbon, Singapore, and Cluj-Napoca. It is backed by Balderton Capital, Index Ventures, Ontario Teachers’ Pension Plan, Goldman Sachs, and Andreessen Horowitz. Learn more about compliance re-engineered for the age of AI at complyadvantage.com.
Source: ComplyAdvantage careers