Job description
Who We Are
Persado is an innovative Marketing AI platform that integrates high-performance creative generation with automated review of compliance risks. Used by 8 out of the top 10 US banks today, the Persado platform orchestrates and facilitates interactions between a bank’s marketing team and its compliance team as they generate collateral that balances performance and compliance risk. Persado is at the forefront of helping marketing teams in highly regulated industries, such as banking, insurance, and financial services, manage content with speed, compliance, and confidence. Our platform empowers enterprise marketing departments to generate and deliver personalised timely, compliant content across channels with unparalleled efficiency and oversight.
As an employer, Persado is committed to creating a place where everyone’s unique perspective is valued. We understand that our team members and our inclusive culture are what make Persado special. Persado is proud to be named on Fast Company’s World’s Most Innovative Companies list in 2020 and Built In’s Best Places To Work in 2021, 2022 & 2024.
What We Are Looking For
We are looking for a commercially minded FP&A Director to lead our Group FP&A function and act as the primary finance business partner to the Commercial organisation. Reporting into senior Finance leadership, this role will be responsible for owning forecasting, planning, and performance analysis, while ensuring Finance remains tightly aligned with the business.
This person will add to the current FP&A remit, bringing strong commercial challenge, sharp forecasting, and clear financial storytelling across ELT and Board discussions.
What You Will Work On
Commercial FP&A & Business Partnering
- Act as the primary Finance partner to Sales, Customer Success and Marketing leadership.
- Develop a deep understanding of revenue drivers, pipeline dynamics, renewals, churn and upsell.
- Support pricing discussions, deal structuring, renewals and commercial decision-making.
- Ensure Finance and Commercial remain tightly aligned, particularly during forecasting and planning cycles.
Forecasting & Planning
- Own the group revenue forecast (short-term and long-range), including ARR, bookings, churn, expansion and pipeline assumptions.
- Lead annual planning and re-forecast cycles, translating strategic priorities into financial outcomes.
- Build scenario models to support decision-making around growth, investment and resourcing.
- Maintain and continuously improve forecasting models, ensuring clarity, consistency and credibility.
Reporting & Financial Storytelling
- Prepare clear, insightful reporting for ELT and Board, focusing on drivers, risks and actions rather than just outputs.
- Own the narrative for financial performance, explaining variances, trends and outlook.
- Work closely with Accounting to ensure consistency between management reporting and statutory results.
- Support investor and lender reporting where required.
Revenue, Incentives & Performance
- Own ARR reporting and analysis, ensuring accuracy and alignment with contractual and accounting definitions.
- Support the design, modelling and ongoing administration of sales commission and incentive plans.
- Provide analysis on sales productivity, quotas, ramping, and efficiency metrics.
Leadership & Ways of Working
- Provide direction and coaching to the FP&A team, raising the level of commercial thinking and business engagement.
- Improve FP&A processes, tooling and documentation to reduce manual work and increase insight.
- Act as a trusted partner to senior stakeholders, confident in challenging assumptions when needed.
What You Bring
- Robust experience in FP&A, Commercial Finance or a similar role (Director level).
- Strong commercial mindset with experience partnering closely with Sales, CS or GTM teams.
- Proven ability to build and own revenue forecasts, scenario models and financial plans.
- Comfortable presenting to senior stakeholders, including ELT and Board.
- Ability to translate complex data into clear insights and recommendations.
- Experience working in a fast-moving, scaling SaaS or technology-enabled business is strongly preferred.
- Advanced Excel / financial modelling skills; experience with ERP and planning tools (e.g. NetSuite, planning software) a plus.
- Confident, pragmatic communicator who can operate hands-on and independently.
What We Offer
Achieve your life goals and work goals at Persado.
- Persado’s hybrid working model empowers both remote and in-office work equitably!
- Competitive and equitable compensation
- Generous benefits packages globally
- 401k matching (USA); Pension Scheme (Certain EU locations) to prepare for your future
- We encourage professional growth through our dedicated enablement and training teams, as well as on demand tools and resources
- Employee Enrichment Fund to pursue a passion or upgrade your home office!
- Structured onboarding program to ensure a confident start and long-term success for new hires!
- Strong emphasis on career development and mobility, continuous feedback loops and performance management
- Flexible time off to support work-life harmony (including Summer Fridays and a one week Winter Holiday Break)
- #PersadoCares! 2 paid Volunteer days per year and charitable donation match
- Robust Diversity, Inclusion and Belonging initiatives; culture month celebrations, monthly diverse speaker series, commitment to bias-free recruitment, ERGs (#culture, #mindsmatter, #parents, #women, #green, #pride and growing)!
Valuing diversity at Persado means recognizing and respecting human differences and similarities. Persado is committed to diversity with respect to all aspects of employment. All decisions regarding recruitment, hiring, promotion, compensation, employee training and development, and all other terms and conditions of employment, will be made without regard to race, religious beliefs, color, gender identity, sexual orientation, marital status, physical and mental disability, age, ancestry or place of origin.
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