Operational Finance Manager

The Role

We’re hiring an Operational Finance Manager/Financial Data Analyst in the UK to strengthen the “engine room” of our finance function: data crunching, cost-cutting initiatives, and internal financial reporting that drives decision-making. This is a hands-on role for someone who can translate complex data into clear frameworks; the results of which will allow the Leadership Team to allocate resources to areas where they see the greatest ROI. 

You’ll work closely with the CFO and CEO as well as partnering across other depts. such asFinance, Sales, CS, RevOps  and the rest of the leadership team. You should be comfortable working independently, proactively surfacing issues, and driving initiatives.

What we are looking for

Someone who is hands-on, detail-oriented, and pragmatic; a structured thinker who is able to resolve complex issues/problems and provide solutions that are easy for the business and the leadership team to understand.  Someone who takes ownerships of projects and can work independently and who will be a partner across a number of departments

What you’ll do

Data crunching & decision support

Maintain financial and operational models within Odoo (P&L, unit economics, business metrics (Magic Number/Rule of 40, CAC Payback, etc and scenario planning).

Pull and reconcile data across Odoo (financials), HubSpot (pipeline/customer activity), and other sources to create a reliable source of truth.

Analyze trends and variances (actuals vs budget/forecast), identify root causes, and recommend actions.

Ad hoc analysis as requested by CFO and/or CEO/Leadership team

Internal financial reporting

Own reporting cadences (weekly KPI updates, monthly performance reporting, monthly board/leadership management pack and other ad hoc requests as needed).

Create and enhance dashboards and reporting packs that tie financial outcomes to business drivers (not just accounting categories).

Cost-cutting and efficiency initiatives

Work with the current Finance team to identify cost-saving opportunities across vendors, tools, spend categories, and operating processes.

Build business cases (ROI, payback, risk) and lead initiatives from analysis through implementation.

Track results over time and institutionalize guardrails (policies, approval flows, recurring reviews).

Process, documentation, and scaling

Document historical context: key assumptions, pricing changes, major spend decisions, and how the cost structure evolved.

Build repeatable templates/playbooks for forecasting, headcount planning, budget vs actual reviews, and investment decisions.

Use ClickUp to manage finance projects, deadlines, dependencies, and stakeholder communication.

Independent ownership & proactive problem solving

Spot issues early (forecast variance, spend creep, margin changes, etc.) and propose solutions before they become urgent.

Drive projects with minimal oversight, keeping stakeholders aligned with clear updates and next steps.

What success looks like (first 90–180 days)

Reporting is consistent, trusted, and used weekly by the leadership team to make decisions.

Clear visibility into spend and cost drivers, with measurable savings initiatives underway.

Forecasting and planning processes are streamlined, automated, repeatable, and well-documented.

HubSpot ↔ Odoo reporting is reconciled and reliable (definitions + workflows clearly documented).

You’re seen as a proactive operator who increases clarity and helps the team scale.

Ideal candidate profile

4+ years in FP&A, finance operations or an analytics-heavy finance role, preferable recently employed in a high growth environment in the SaaS space

Strong financial modelling skills and comfort working with large datasets (advanced Excel/Google Sheets).

SaaS metrics familiarity (ARR, churn, retention, CAC/LTV, Gross Margin).

Demonstrated ability to lead cost optimization initiatives with measurable impact.

Strong written communication/documentation skills and the discipline to create durable institutional knowledge.

Working fluency in systems and workflows (ability to learn quickly and improve processes in tools like Odoo, HubSpot, and ClickUp). Some Python scripting knowledge would be highly desirable to work with Odoo.

Experience building internal reporting and forecasting processes for leadership

Preferable although not essential to have SQL and/or BI tool experience (Looker, Tableau, Power BI, Mode, etc.).