Senior FP&A Analyst | IFS Copperleaf

About the Role

We are looking for an Senior FP&A Analyst to join the IFS Copperleaf finance team, based in the UK. You will be one of five in a close-knit, high-calibre FP&A team, working together on the forecast, planning and reporting cycle while owning your own areas of forecasting, performance reporting and commercial analysis.

The rest of the team is based in Vancouver, so this role carries the European day. You will be the FP&A point of contact for stakeholders across the UK and Europe, working autonomously while your colleagues are offline and handing over cleanly across time zones. As one of the senior members of the team, you will be someone we can look to when the Director, FP&A is not in the room.

The value of this role is not in producing the numbers, it is in explaining them. We need someone with real commercial awareness who can see the bigger picture, get to the insight behind the movement and put a clear recommendation in front of decision-makers. You will act as a trusted finance business partner, working cross-functionally with leaders across the business, and will mentor and develop junior members of the FP&A team.

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.