Finance & Strategy Analyst

The Finance & Strategy Analyst operates in a hybrid role, roughly 50% FP&A and 50% strategy projects. You will build and own the financial models that drive Linkly's forecasting, pricing and planning, and turn them into clear insight for the executive and Board. Alongside this, the role brings a corporate finance lens to pricing, M&A and market assessment, and champions the use of AI to make the finance team faster and sharper.

Financial modelling & analysis (core)

• →Build, own and continuously raise the quality bar on Linkly's financial models, every model used for forecasting, pricing or planning is structured, assumption-documented, version-controlled and capable of withstanding independent review.
• →Produce financial analysis by segment, explaining trends, drivers and variances.
• →Run month-end analytical output, P&L, segment cuts and KPIs, and write the explanations behind the numbers.
• →Surface risks, cost-out opportunities and performance gaps early, bringing a point of view rather than waiting to be asked.

Budget, forecast & planning (core)

• →Run the monthly forecasting process end-to-end, delivering a reliable rolling reforecast each month.
• →Own the annual budget and 3-year plan end-to-end.
• →Target forecast variance vs actuals of ≤3% on revenue and EBITDA.
• →Consolidate inputs across the business into a single, defensible view of how Linkly is performing and where it is heading.

Board reporting (core)

• →Prepare clear, concise Board and executive reporting, financials, KPIs and the narrative behind them, to a standard suitable for a PE-backed board.
• →Build and maintain high-quality PowerPoint reporting packs; translate complex analysis into a story senior stakeholders can act on.

Commercial partnering, pricing, M&A & market assessment (strategy)

• →Work closely with the Commercial team as their finance reference point, supporting pricing decisions and forecasting revenue.
• →Run pricing analysis and structured costings for enterprise deals, and support the deal review and contract approval process.
• →Provide financial modelling and analytical support for M&A activity, valuation, market sizing, synergy assessment and due diligence.
• →Assess new markets and growth opportunities, sizing the prize and pressure-testing the assumptions behind it.

AI & process improvement

• →Embrace AI and embed it into the finance team's ways of working to improve speed, depth and quality of analysis.
• →Identify and deliver process improvements, with a particular focus on reducing month-end close time, and share reusable tools and workflows across the team.

• Core financial models rebuilt or reviewed and signed off as robust, documented and review-ready.
• Annual budget and 3-year plan delivered on schedule, with rolling monthly reforecast embedded.
• Board and executive reporting pack established and delivered to a consistent, high standard.
• Pricing and deal-support analysis operating as a reliable service to the Commercial team.
• At least one material AI-enabled process improvement live, with month-end close time measurably reduced.
  
  

What You'll Need

• 4 years' experience in FP&A, or in corporate finance / valuations (e.g. investment banking, transaction services, strategy consulting with a finance focus).
• Strong financial modelling, builds models others can audit, trust and reuse. This is essential.
• Strong PowerPoint and storylining, can turn analysis into a clear executive or Board narrative. This is essential.
• Advanced Excel and sound understanding of what drives a P&L.
• Comfortable presenting numbers and trends to CFO / executive audiences.
• Genuine interest in using AI to work smarter; curious about new tools and willing to embed them.
• Exposure to B2B software, payments or technology businesses preferred.
  
  Our Values
  
  This role brings Linkly's values to life by:

• Act like an owner: treats the models, forecast and Board numbers as their own; takes a point of view on risks and opportunities rather than waiting to be asked.
• Innovate: champions AI and better ways of working to sharpen analysis and cut month-end close time.
• Deepen trust: builds models and reporting that are transparent, well-documented and withstand independent review, so the business and Board can rely on the numbers.
• Care and respect: partners generously with the Commercial team and finance colleagues, and communicates complex analysis clearly for every audience.