You’ll join at a pivotal moment — the company is scaling rapidly and your work will shape how we plan, forecast, and allocate resources globally across Edinburgh, London, and New York.

What You’ll do

1. Financial Planning & Forecasting

• Own and update the company’s financial model (P&L, balance sheet, cash flow).
• Lead budgets, forecasts, and scenario planning with department heads.
• Align revenue, headcount, and expense models for accuracy and consistency.

2. Reporting & Insights

• Produce monthly reporting packs, dashboards, and variance analyses.
• Track core SaaS metrics (ARR, NRR, CAC, LTV, burn multiple).
• Support board and investor reporting with clear performance insights.

3. Business Partnering

• Partner with leaders across Sales, Marketing, Product, and People.
• Provide data-driven recommendations to improve financial discipline and efficiency.
• Deliver ad-hoc analysis to guide pricing, resource allocation, and investment.

4. Operational Excellence

• Implement and optimize FP&A and BI tools.
• Maintain clean, connected data across Finance, CRM, and HR systems.
• Automate reporting and support Series B due diligence preparation.

What We’re Looking For

Experience:

• 2–5 years in FP&A, investment banking, consulting, or finance within a SaaS / tech business.
• Strong grounding in SaaS metrics and B2B business models.
• Experience with multi-entity or multi-currency environments is a plus.

Skills:

• Advanced Excel / Google Sheets modeling (3-statement and driver-based models).
• Strong analytical and storytelling ability — can turn data into actionable insights.
• Proficiency with BI tools (Looker, Tableau, Metabase) and CRM data.
• Experience with accounting and ERP systems (Xero, NetSuite, Sage Intacct).

Mindset:

• Low ego, high curiosity — thrives in ambiguity and scaling environments.
• Detail-oriented but commercially minded — understands the “why” behind the numbers.
• Comfortable working across time zones and collaborating with global teams.

What you can expect

• Impact: You’ll sit at the centre of the business, turning data into decisions that shape how we grow
• Scope: Own the model, the metrics, and the story — from board reporting to department planning
• Tools: Build on a modern FP&A stack and automate the processes most teams still do manually
• Exposure: Work directly with leadership across Sales, Product, People, and Marketing
• Culture: Ambitious, low-ego, and built for momentum — we move fast and back smart decisions
• Growth: Clear path to Finance Manager or Head of FP&A as the team expands globally

Why Wordsmith

You’ll be joining a company in full acceleration — Series A with $25M raised, 1000% ARR growth, and a product that’s reshaping how legal teams operate.

If you’re looking for more than just a job — a place to build, learn, and win — this could be the one.