Director of Group FP&A & Commercial Finance

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About OneAdvanced

OneAdvanced is one of the UK's largest software and services businesses, backed by Vista Equity Partners and BC Partners. We deliver mission-critical software to the healthcare, legal, education, public sector, and logistics markets. Our platform includes OneAdvanced AI, our private AI service for UK organisations, and we are scaling towards a £1bn+ software business.

Role Purpose

The Director of Commercial Finance leads FP&A, Finance Business Partnering, and Executive and Investor Reporting.

The role is responsible for the budgeting and forecast cycles, executive and investor reporting, and the quality of insight provided to commercial and functional leaders. The role will play a key part in OneAdvanced’s continuous evolution to an AI-first finance function.

What You Will Do

Key Responsibilities

Commercial performance and insight

• Lead performance tracking across ARR, bookings, revenue, and margin, providing leadership with a clear and consistent view of the business.

• Act as the primary finance contact for leadership, providing proactive challenge and insight.

• Provide analysis of bookings, retention, and unit economics, with profitability analysis by customer cohort, product, and sector.

ARR, retention and revenue metrics

• Own the definitions, governance, and tracking of ARR, churn, Gross Revenue Retention, and Net Revenue Retention, and ensure consistent application across Finance, Revenue Operations, and the Commercial Units.

• Analyse the drivers of ARR movement, including new business, expansion, contraction, and churn, and present recommendations to the Executive Committee.

• Identify retention risk and revenue leakage at an early stage and agree responses with commercial teams.

Planning, budgeting and forecasting

• Own the Annual Operating Plan, the rolling forecast, and the long-range plan.

• Lead the bookings, revenue, and churn forecast cycle, maintaining a driver-based view of EBITDA, cash conversion, and headcount.

• Develop scenario and sensitivity modelling to support investment cases, strategic decisions, and Board discussions.

• Support go-to-market strategy with modelling on sales capacity, territory design, and pricing.

Business partnering

• Lead the Finance Business Partnering team and associated processes and oversee planning, performance and investment decisions

• Establish consistent KPI frameworks and reporting standards across the partnering team.

• Challenge budget holders on spend, headcount, and return on investment.

• Support OneAdvanced Commercial and Pricing functions on unit economics, pricing, deal structure, contract terms, and discount approvals.

Executive, Board and investor reporting

• Deliver monthly management reporting, variance analysis, and commentary to the Executive Committee and the Board.

• Own the financial narrative of the business for the Board, investors, and lenders.

• Prepare investor and lender reporting, including covenant compliance, in conjunction with Treasury and the Financial Controller.

• Define and monitor the KPIs for a SaaS business, including the ARR bridge, net revenue retention, gross margin, CAC payback, Rule of 60, and cost-to-serve.

AI-first finance function

• Define and agree opportunities for AI to be embedded within the finance team and deliver it against measurable benefits.

• Embed AI in forecasting, variance analysis, commentary, anomaly detection, and scenario modelling.

• Work with Data, IT, and Revenue Operations to establish the data foundations, governance, and controls required for reliable and auditable AI outputs.

• Evaluate, pilot, and scale AI tools, and retire manual processes as automated alternatives are proven.

• Ensure organisation wide standards and requirements are adhered to for the use of AI within the team, including review points and accountability for outputs

• Build AI capability through training, recruitment, and role design, and monitor adoption and time saved.

Investment, M&A and value creation

• Prepare business cases for capital allocation, product investment, and efficiency programmes, and track benefits after approval.

• Support the Corporate Development function with financial analysis for M&A and organic investment decisions, including analysis, due diligence, integration and synergy tracking.

• Support delivery of the value creation plan, and reporting against it, as agreed with our private equity sponsors.

Leadership

• Contribute to the finance leadership team and to group strategy.

• Lead, develop, and plan succession for the FP&A, Business Partnering, and Executive Reporting teams.

• Attract, onboard, develop and retain a high-performing team, setting clear objectives, managing performance, building career pathways and planning succession for critical roles

• Improve planning tools, data models, and automation, including NetSuite, Anaplan or Adaptive, and Power BI.

• Work with the Sales Operations, Revenue Operations, Financial Control and Data teams to maintain a single version of the numbers.

Experience

Essential

• Qualified accountant (ACA, ACCA, CIMA, or equivalent).

• Exposure to multi-product or multi-vertical SaaS platform businesses.

• Senior finance leadership in a SaaS or recurring-revenue business, with experience of building and developing FP&A and Business Partnering teams with exposure to commercial leadership.

• Experience in PE-backed SaaS, including investor reporting, value creation plans, and operating to sponsor expectations.

• Experience of working in a matrixed environment, delivering through influence across business units and functions.

• Proven ownership of ARR, GRR, NRR, and churn metrics at company level, with a thorough understanding of SaaS unit economics and cohort analysis.

• Track record of partnering with Sales or CRO-level leadership and with commercial business unit leaders.

• Experience preparing board-ready materials for Boards, executives, investors, and lenders.

• Advanced financial modelling capability, including scenario planning, capacity modelling, and long-range forecasting.

• Demonstrable experience of using AI or automation to improve forecasting, reporting, or analysis, and the credibility to lead change in this area.

Desirable

• M&A or transaction support experience, including integration of acquired businesses.

• Experience in strategic finance, investor relations, consulting, or value creation environments.

• Working knowledge of NetSuite, a planning platform (Anaplan, Abacum, Adaptive, or Pigment), and BI tooling.

• Experience of designing AI-enabled finance processes with data and engineering teams.

Success Measures

• Forecast accuracy: ARR, revenue and EBITDA forecasts delivered within an agreed tolerance (e.g. ±[x]%) of actuals.

• Annual Operating Plan, rolling forecast and long-range plan delivered to the agreed timetable and approved by the Board.

• Monthly management and Board reporting delivered by working day [x], with no material restatements.

• Single agreed set of ARR, GRR, NRR and churn definitions adopted and applied consistently across Finance, Revenue Operations and the Commercial Units.

• Investor and lender reporting, including covenant compliance, delivered on time and accurately.

• Measurable delivery of the AI roadmap: proportion of forecasting and reporting processes automated, time saved and adoption across the team.

• Benefits realised against approved business cases and progress reported against the value creation plan.

• Positive stakeholder feedback from commercial and functional leaders on the quality of finance partnering and insight.

• Team engagement, retention and succession cover

Key Relationships

Internal

• Chief Financial Officer (line manager) and the finance leadership team.

• Executive Committee, including the Chief Revenue Officer.

• Commercial Unit leaders and functional leaders across Product, Technology, Sales, Customer Success, Services and G&A.

• Revenue Operations, Sales Operations, and the Commercial and Pricing functions.

• Financial Controller, Financial Control and Treasury.

• Corporate Development.

• Data and IT teams.

• People team, on headcount planning and organisational design.

External

• The Board.

• Private equity sponsors and investors.

• Lenders.

• External auditors.

• Planning, BI and AI technology providers.

Capabilities & Behaviours

• Credible and confident in the boardroom, and able to hold a position with commercial leaders.

• Strategic in outlook, with close attention to detail.

• Pace, delivery focus, and personal accountability.

• Clear and persuasive communication.

• Resilience in ambiguous and fast-moving environments.

• Intellectual curiosity about the business and about new technology.

• Commitment to developing people and setting high standards.

• Sound judgement on the responsible use of AI, including data privacy, explainability and the need for human review of outputs

What You Will Have

Please note, applicants must have the legal right to work in the UK at the time of application.

What We Do For You

Wellbeing that means something

• 26 days’ holiday + bank holidays (and the option to buy more) plus 1 paid volunteering day every year
• Exceptional family leave, 26 weeks fully paid maternity/adoption, 4 weeks fully paid paternity, 22 weeks fully paid shared parental leave, plus 5 days paid bereavement leave
• Robust sick pay of up to 13 weeks full pay + 13 weeks half pay
• 24/7 Employee Assistance Programme for confidential support
• Private medical insurance for everyone, no medical-history exclusions

Financial benefits that have your back

• Performance-based rewards tailored to your role, from company-wide bonuses to OTE and commission structures
• Income protection: up to 75% salary for 5 years if you ever need it
• Pension with 5% matched company contributions
• Life assurance worth 4x your salary from day one
• Free financial planning session with the option to engage in more tailored financial coaching.

Grow your career with us

• SkillsHub learning platform with leadership pathways, future-manager training, and a huge online library
• Access to external training and apprenticeships

Making a Difference

• MatchIt! Fundraise for a cause close to your heart and OneAdvanced will match part of the funding
• Pennies from Heaven donate the pennies from your pay check to help make a difference without lifting a finger

Plus plenty other flexible benefits to suit your lifestyle on our RewardHub, including:

• ULEV car scheme with 1,000+ models
• Dental insurance, Health Cash Plan, Critical Illness Cover, Partner Life Cover, Health Assessment, Gym Membership

Who We Are

At OneAdvanced, we are at the forefront of delivering sector-focused technology solutions that simplify complexity, drive meaningful progress, and help build a fairer, more inclusive society.

We’re much more than a software company. We deliver SaaS workflow applications and IT services that power organisations across Education, Government, Healthcare, Legal, Manufacturing, Housing, Retail, and more.

OneAdvanced is one of the UK’s largest business software and services companies. Based in Birmingham (The Mailbox), operating across the UK, Ireland, India, and Australia.

Our secure, scalable platform, including OneAdvanced AI, our private AI service for UK organisations, powers connectivity and innovation across critical sectors. Alongside our software are our IT services, including hosting, managed services, and application modernisation.

We strive to create an inclusive workplace that drives innovation and collaboration, championing diverse perspectives and ideas. Our Environmental, Social and Governance (ESG) strategy is embedded in everything we do, guiding us to create meaningful impact for our people, our customers and the planet.

Proud to be recognised in the Financial Times’ Best Employers 2026 list for the second-year running, an independent and data led ranking based on employee feedback. Join us and become part of a team that’s powering the world of work and making a real difference.

Join us and become part of a team that’s powering the world of work and making a real difference.

Learn more at www.oneadvanced.com