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…