FP&A Analyst

Job Summary:

Today, much of the financial data required to understand and drive business performance is spread across different systems (NetSuite ERP, OneStream, CRMs, Workday Adaptive, project management tools, Workday, BI tool, Excel spreadsheets).  This makes analysis of such metrics  as individual client profitability, attrition, etc difficult to perform on a standardised, regular and repeatable basis.

The Finance Systems & Insights Analyst will combine good financial analytical skills with knowledge of leveraging AI to build suitable dashboards, reports and tools in a repeatable, consistent way in order to drive and contribute to real business improvement in both operational and financial outcomes.

As part of the Portfolio Finance Team you will work closely with all Group and BU Finance Leads and Controllers across an expanding portfolio – currently 20 VBUs across EMEA and Asia

This is a hybrid role, with a requirement to attend our Chippenham office once per week.

Job Description:

.KEY RESPONSIBILITIES

Insight Generation & Reporting

• Provide and update standard reports from NetSuite, Adaptive and other tools for Business Unit monthly and quarterly reporting.
• Produce timely, accurate, and visually clear financial and business performance reports for senior stakeholders and business unit leaders.
• Develop dashboards and scorecards that integrate long-term and short-term perspectives, enabling leadership to track trajectory — not just point-in-time performance.

AI-Powered Data Integration & Automation

• Apply AI and automation tools (e.g. Claude, Python-based pipelines, LLM-assisted analysis) to consolidate fragmented data sets — operational, financial, and HR — into unified reporting layers.
• Build and maintain automated data pipelines that surface attrition trends, roadmap spend, value-wedge assessments, and other cross-functional metrics alongside core financials.
• Continuously evaluate emerging AI tools and other FP&A tools relevant to finance operations and recommend adoption where marginal value added is clear and measurable.
• Translate raw, multi-source data into clean, structured outputs ready for strategic interpretation — reducing manual effort and the risk of reporting error.
• Provide and update standard reports from NetSuite, Adaptive and other tools for Business Unit monthly and quarterly reporting.

Business Partnering & Challenge

• Equip Finance Directors and the CFO with data-driven briefing packs that surface tensions between short-term priorities and long-term business health.
• Flag anomalies, trends, and risks within the data that may not be visible through standard reporting — prompting proactive conversations with business unit leaders.
• Support the Finance team in preparing materials for monthly and quarterly reporting, strategic reviews, board presentations, and portfolio-level performance assessments.

Finance Systems Optimisation

• Working notably with the NetSuite Team, continuously improve the integrity and architecture of Modaxo’s finance systems (ERP, FP&A tools, BI platforms and the OneStream consolidation reporting tool), ensuring they are configured for comprehensive data capture and reporting.
• Specifically manage the Adaptive Planning environment — models, dimensions, security, integrations and ongoing development. Update systems, hierarchies and reports following reorganisations, acquisitions and other changes. Develop automation and dashboards in this tool.
• Identify gaps in data availability, coverage, or quality, and implement practical fixes — with AI-assisted automation where appropriate.
• Continuously evaluate emerging AI tools and other FP&A tools relevant to finance operations and recommend adoption where value is clear and measurable.

Other

• Support the Portfolio Finance Team in the provision of monthly and quarterly reporting cycles, including review of Business Unit submissions for accuracy and completeness.

SKILLS & EXPERIENCE

Essential

• Bachelor’s Degree in Business, Finance, Economics, Statistics or similar
• A minimum of 2 years’ experience within an FP&A department or similar
• Knowledge of FP&A processes and understanding of financial concepts: budgeting, forecasting, variance analysis, Balance Sheet and long-range planning.
• A strong foundation in financial modelling and building compelling dashboards.
• Hands-on experience with data analysis finance or ERP systems (e.g. NetSuite, SAP, Dynamics, Workday, OneStream) and BI tools (e.g. Power BI, Tableau, Looker).
• Demonstrated ability to work with and combine multiple data sources — financial, operational, and people data — into coherent outputs.
• Practical experience using AI tools or automation in a finance or analytics context (e.g. Copilot, ChatGPT/Claude for analysis, Python for data processing).
• Strong Excel skills; ability to build robust, auditable models and reporting templates.
• Attention to detail and a commitment to data accuracy and integrity.
• Clear written and verbal communication — able to present data findings to non-technical stakeholders.

Desirable

• Experience in a multi-entity or portfolio company environment with multiple currencies, ideally software or technology sector.
• Exposure to HR data and workforce analytics (attrition, headcount, cost-per-hire).
• Basic programming skills (Python, SQL) for data transformation and pipeline work.
• Understanding of AI governance and data ethics principles in a business context.
• Experience with prompt engineering or LLM-assisted reporting workflows.

WHAT SUCCESS LOOKS LIKE

In the first 12 months, a successful Finance Systems & Insights Analyst will have:

• Mapped and documented all finance system data flows and identified the top gaps in reporting coverage.
• Implement at least two AI-enabled automation workflows that materially reduce manual reporting effort.
• Delivered a unified business performance dashboard giving leadership a holistic, real-time view across financial, people, and strategic metrics.
• Enabled the Finance Director and CFO to enter at least one strategic review with AI-assisted insight packs that proactively surfaced data-driven challenges to business unit priorities.
• Built trusted relationships with Finance, HR, and BU leads as the go-to person for reliable, integrated data.

WHY MODAXO

Modaxo is a global portfolio of software businesses dedicated to moving people better. Backed by Constellation Software, we operate across EMEA, Asia, and North America — partnering with public transport operators to improve the software that runs their world.

As a member of the Portfolio Finance Team for Europe and AMEA you will work closely with and help provide analytics for over 20 BU’s operating across our geographies as the portfolio continues to expand through both acquired and organic growth.

This is a role for someone who is genuinely curious about AI and its practical application in finance — not just as a concept, but as a tool they will use every day. You will have real influence over how Modaxo’s Finance function evolves in an AI-first world, working alongside senior leaders who value data-driven challenge and insights as much as operational rigour.

#LI-DNI

Worker Type:

Regular

Number of Openings Available:

1