Description Board Intelligence is a technology and advisory firm that supercharges boards with the science of board effectiveness. We build better businesses and benefit society.
Through a suite of AI-powered software tools, evaluation frameworks, and advisory services that distil twenty years of boardroom experience, we improve the efficiency of board processes and the effectiveness of boards. We work with over 80,000 leaders and 3,000 organisations across the world, with clients across the Fortune 500, FTSE 100, and OMX 30. In 2024 we received substantial backing from K1 Investment Management – the leading B2B Enterprise SaaS investors. We are at the beginning of significant growth, and we’re looking for superb talent to join us on this journey. As we grow, we’re fiercely protective of our culture and values. Many of us, including our founders, have families and other priorities, so we know the value of a supportive company. The team is diverse and friendly. We value fun: most days you’ll find a social event or learning opportunity to get involved with, including company socials, away days, and philanthropic activities.
The Role
The FP&A function at Board Intelligence delivers the financial insight, forecasting and decision-support that enables the business to scale sustainably. We work closely with commercial, operational and executive leadership to translate data into action - from revenue planning and pricing strategy through to Board and investor reporting.
We are looking for a Head of Commercial Finance to join the FP&A team. This is a high-impact role at the intersection of finance and commercial strategy, acting as the primary financial partner to Sales, Marketing, Customer Success and Product leadership - with direct exposure to the investor relationship, Board reporting and PE value creation plan.
You will own the commercial P&L, lead revenue forecasting and pipeline analysis, drive pricing and margin insight, and support strategic projects including M&A screening and commercial due diligence. This is a hands-on role that combines operational depth with strategic breadth - suited to someone who wants to move beyond reporting into genuine commercial ownership.
Whether your background is in commercial finance, FP&A or advisory, this is an opportunity to shape and build a function from the ground up in a PE-backed, high-growth business. There is genuine scope for this role to expand in seniority and remit as the business scales.
Main Responsibilities
Commercial Business Partnering
• Act as the lead finance partner to commercial leadership across Sales, Marketing and Customer Success leaders
• Provide financial insight and challenge to support pricing and hiring decisions
• Own the commercial revenue bridge and variance analysis, explaining performance drivers to senior stakeholders
• Support go-to-market planning, new product launches and market expansion business cases
Forecasting & Planning
• Lead the commercial revenue and cost forecast, working closely with Sales and Marketing to build bottom-up models
• Own pipeline-to-revenue conversion analysis and improve forecast accuracy over time
• Drive the annual budgeting process for commercial functions and manage reforecasting cycles
• Build and maintain scenario models for key commercial decisions including pricing changes, headcount investment and channel mix
Performance Reporting & Analytics
• Design and own the commercial KPI framework including ARR, NRR, churn, CAC, LTV, payback period and unit economics
• Deliver monthly commercial performance packs for the Executive Leadership Team and Board
• Build automated, self-serve dashboard reporting where possible to reduce manual effort and increase insight quality to ELT
• Conduct ad hoc deep-dives into commercial performance topics such as cohort analysis, pricing elasticity and segment profitability
Strategic Finance & Investor Relations
· Support the CFO and FP&A Director on investor reporting, board packs and PE value creation tracking
· Lead or contribute to strategic projects including M&A screening, commercial due diligence support and integration planning
· Build and maintain the long-range plan and equity story from a commercial perspective
· Support ad hoc strategic analysis such as market sizing, competitive benchmarking and investment cases
Team Leadership
• Manage and develop a small team of commercial finance analysts or business partners
• Set clear priorities and manage the balance between BAU reporting and value-add analysis
• Build a culture of curiosity, commercial awareness and stakeholder focus within the team
Requirements
Technical Skills & Experience
• Experience in commercial finance, whether in investment banking, transaction advisory, commercial finance, FP&A, or corporate development, with demonstrable commercial acumen and analytical rigour
• Strong experience partnering with Sales, Marketing or commercial leadership teams
• Deep understanding of SaaS or subscription business metrics (ARR, NRR, churn, pipeline conversion, unit economics)
• Advanced Excel and financial modelling skills; comfortable building models from scratch
• Experience with revenue forecasting, pipeline analysis and variance reporting
• Proven ability to influence senior stakeholders and deliver insight that drives decisions, not just reports
Stakeholder & Communication Skills
• Ability to translate complex financial analysis into clear, actionable insight for non-finance stakeholders
• Strong written and verbal communication skills - able to present to senior stakeholders and the Board clearly and confidently
• Collaborative working style with a genuine interest in understanding the commercial context behind the numbers
Ways of Working
• Proactive and can-do attitude – work proactively, take initiative and stay ahead of commercial trends and bring ideas to the table
• Comfortable operating independently and managing your own priorities across multiple concurrent workstreams
• Structured and process-oriented - you build repeatable frameworks, not one-off analyses
• Driven by outcomes, not just activity - you care about whether your analysis changes decisions
Benefits
We pride ourselves on our great working environment and package. Here’s some of what’s on offer: