Financial Planning Analyst

Why this role exists 
This role exists because NexGen Cloud is entering its next phase of growth expanding our customer base, scaling operations, and investing in new products and markets. As the business becomes more complex, we need stronger financial insight to support smarter, faster decision-making. You’ll have direct ownership over core planning and forecasting processes, performance analysis, and the financial insights that help leadership understand where we’re winning, where we need to adjust, and how we allocate resources as we scale. As we enter new growth phases and consider financing options to support expansion, this role will also play a key part in preparing data and insights that underpin strategic and funding decisions. 

Role positioning 
This role is well suited to someone who enjoys responsibility, autonomy, and being close to the business. You’ll be hands-on with the numbers, but your impact goes beyond spreadsheets, your analysis will directly influence decisions and outcomes. It’s a great fit for someone who likes ownership, asks good questions, and wants to see the tangible results of their work in a growing company. 

What you will be doing:

Rather than a long checklist, here’s what success in this role looks like: 

• Partnering with teams across the business to support budgeting, forecasting, and long-range planning
• Building and maintaining financial models that help guide decision-making
• Analyzing performance against budget and forecast, and explaining the “why” behind the numbers
• Preparing clear, concise reporting for leadership not just what happened, but what it means
• Supporting monthly and quarterly close processes from an FP&A perspective
• Identifying trends, risks, and opportunities as the business scales
• Continuously improving financial processes, models, and reporting as we grow
• Partnering with external stakeholders — including banks, investors, and advisors — to support capital raising and financing processes.
• Preparing financial materials and analysis for fundraises, board meetings, and external presentations.
• Supporting scenario modelling and sensitivity analysis to evaluate funding options and the impact of strategic initiatives.
• Contributing to strategic planning and resource allocation discussions to align investment priorities with company growth objectives.
• Assisting in building investor-ready narratives around performance, growth metrics, and key financial KPIs. 

About you: 

We’re more interested in how you think and work than in a perfect CV. You’ll likely bring a combination of the following: 

     Essential 

• 2–5 years of experience in FP&A, corporate finance, consulting, or a similar analytical role
• Strong Excel / Google Sheets skills (financial modelling experience is essential a big plus)
• Comfortable working with large data sets and drawing meaningful conclusions
• Ability to explain financial concepts to non-finance stakeholders
• A proactive mindset you don’t wait to be told what to analyze
• Detail-oriented, but able to zoom out and see the bigger picture 

     Nice to Have 

• Experience in high-growth, startup, or scale-up environments
• Experience collaborating with investors, lenders, or advisors in fundraising or strategic finance contexts.
• Understanding of capital structure, fundraising processes, or investment analysis.
• Familiarity with financial storytelling for board or investor presentations. 
• Exposure to SaaS, cloud, or technology businesses
• Experience with BI tools or financial systems (e.g. NetSuite) 

What we offer:

• Competitive salary and annual discretionary bonus scheme 
• Employee wellbeing benefits 
• 25 days of holiday, plus public holidays 
• Flexible working arrangements (remote or hybrid, depending on role and location) 
• Real ownership and autonomy, with the trust to take initiative and experiment 
• The opportunity to make a visible, meaningful impact as we scale 
• Clear career progression and growth opportunities in a fast-growing company 
• A collaborative, international culture built on trust, transparency, and ownership 
• The chance to help shape NexGen Cloud’s team, culture, and future alongside ambitious, mission-driven colleagues