Senior FP&A Analyst | IFS Copperleaf

This is also a data-forward role. Copperleaf is a fast-paced, high-growth business and we expect this role to be fluent with data - comfortable querying source systems directly, building production reporting in the Power Platform, and using AI and agentic workflows to shorten the distance between question and answer. We want someone with the tenacity to keep finding improvements in efficiency, quality and capability, and the toolset and appetite to build them rather than wait for them.

Key Responsibilities

Commercial Insight and Business Partnering

• Act as a trusted finance business partner to leaders across the business - understand their drivers, challenge assumptions and hold the business to its numbers.
• Explain performance rather than report it: connect movements in revenue, cost, headcount and KPIs to what is actually happening commercially, and set out what it means.
• Provide the analysis behind investment cases, pricing decisions and strategic initiatives, with a clear recommendation attached.
• Be the FP&A presence through the European day - the point of contact for UK and European stakeholders while the Vancouver-based team is offline.
• Be a senior voice in the team - sharpening the work of others, representing FP&A with senior stakeholders and picking things up when the Director, FP&A is unavailable.

Forecasting and Planning

• Play a leading role in the monthly and quarterly forecast cycle - owning your inputs, assumptions and commentary, and working with the team to land the submission.
• Build and maintain the models that underpin the plan: recurring revenue and backlog, ARR and ACV, churn and retention, cost, headcount and long-range planning.
• Support the annual planning process, bringing a clear view of where the risks and opportunities sit.

Reporting and Analysis

• Own the management reporting and dashboards that leaders use to run the business, with a narrative attached to every pack.
• Analyse variances, trends, risks and opportunities across revenue, operating expenses, headcount and KPIs.
• Partner with Accounting to ensure results are reported accurately and consistently.

Data, Automation and AI

• Get to the data at source - write and maintain queries against finance and operational data sets rather than waiting on manual extracts.
• Build and maintain automated reporting across the Microsoft Power Platform (Power Query, Power BI, Power Automate).
• Design and build agentic workflows that remove manual effort from the reporting and forecast cycle and increase our speed to insight.
• Use AI routinely in day-to-day analysis and raise the data and AI capability of the wider FP&A team.
• Bring a continuous improvement mindset - actively look for opportunities to improve efficiency, quality and capability, and see them through to delivery.

Essential

• Bachelor's degree in Finance, Accounting, Economics or a related field, or a qualified / part-qualified accountant (ACA, ACCA, CIMA).
• 4-6 years of progressive FP&A, financial analysis or strategic finance experience.
• Strong commercial acumen, with a track record of influencing decisions rather than only producing analysis.
• Advanced Excel and financial modelling, with a solid grounding in accounting principles and the financial statements.
• Demonstrable experience working with large data sets and advanced data querying - SQL, Power Query / M or equivalent. You should be comfortable getting to the data yourself.
• Hands-on experience with the Microsoft Power Platform (Power BI, Power Query, Power Automate), building and maintaining reporting rather than only consuming it.
• Practical experience embedding AI into finance workflows, with concrete examples of what you built, what it replaced and what it delivered.
• Able to tell the story behind the numbers and influence credibly at senior level.
• Thrives in a fast-paced, high-growth environment, with the tenacity to drive continuous improvement.
• Comfortable working autonomously in a distributed, cross-time-zone team, with the judgement to make decisions and progress work without waiting for the wider team to come online.

Desirable

• Experience as a senior or lead analyst, including mentoring others or standing in for a finance lead.
• Experience building AI agents or agentic workflows (for example Copilot Studio, Power Automate, Claude, or Python-based agents).
• Experience with Workday Adaptive Planning or a comparable EPM / planning tool.
• Python or similar scripting for data manipulation.
• SaaS or technology sector experience, including exposure to recurring revenue metrics (ARR, ACV, churn, backlog) and project / services revenue recognition.

What We’re Offering

• Salary Range: £70,000 annually + bonus
• Flexible paid time off, including sick and holiday
• Medical, dental, & vision insurance
• Flexible spending accounts
• Life insurance and disability benefits
• Tuition assistance
• Community involvement and volunteering events

Additional Information

We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.

Use of Artificial Intelligence in Recruitment

As part of our recruitment process, we may use automated tools, including artificial intelligence, to help screen and assess applications based on job‑related criteria such as skills, experience, and qualifications.

These tools do not make hiring decisions. All employment decisions are reviewed and made by members of our hiring team.

This position is a new role.