Financial Planning & Analysis Manager

About Unbiased

Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.

With the greatest wealth transfer in history now underway, Unbiased connects people to trusted advice across pensions and retirement, inheritance planning, mortgages, accountancy, and more.

The Unbiased platform applies advanced models trained on a rich dataset of user activity to intelligently match individuals with qualified advisers, providing the easiest and most reliable way to access financial expertise.

Since 2010, Unbiased has generated over $100 billion in AUM opportunities for financial advisers, with 65% of prospects new to advice. Reaching more than 10 million consumers annually, it is the leading source of client demand in the industry.

We have big ambitions to improve how people tackle the biggest decisions, and working at Unbiased means working with smart, motivated people who believe in this. We have a fun, but in an ambitious environment where we are simply trusted to get stuff done. 


We actively encourage women to apply and bring their diverse perspectives to our team, as we believe in fostering an inclusive and empowering workplace where everyone can thrive. We are a female founded company, with a culture focused on diversity and inclusion amongst our entire team.

The Role

You’ll play a key role in driving financial insight and supporting strategic decision-making across the business. Reporting to the Finance Director, this role goes beyond reporting numbers. It’s about understanding the story behind them and helping shape the company’s growth both in the UK and the USA.

In a nutshell , you’ll be responsible for…

• Budgeting & Forecasting : Manage and prepare annual operating budgets, capital budgets, and resource allocation planning. Lead monthly rolling forecasts, scenario planning, and support best/worst/base case analysis.

• Performance Analysis: Deliver variance analysis (actual vs. budget/forecast), sensitivity analysis, explain drivers of under/over performance, and propose corrective actions to leadership. Provide commercial insights to the wider business teams to ensure alignment around targets and variances.

• Liquidity & Long-Term Planning: Support short- and long-term liquidity planning, ensuring cash flow visibility and banking covenant sustainability. Contribute to multi-year strategic planning (3–5 year plans), including growth initiatives and M&A modelling.

• Decision Support: Provide actionable insights through customer, product, and segment profitability analysis, margin trends, and benchmarking against industry peers.

• Operational & Commercial Insight: Build and maintain dashboards, tracking key financial and operational metrics to support executives and functional leaders.

• Wider business partnering: Partner with marketing, sales and product teams to drive interpret performance, support operational teams in reporting and analytics and assist in decision-making

• Project work and ad hoc Analysis: Work with wider business teams to support data input into operational projects. Respond to analytical requests from the Finance Director and other senior stakeholders to support rapid decision-making.

To succeed , you’ll need…

Experience, skills and capabilities:

• 3–7 years in FP&A, corporate finance, or a similar analytical finance role (industry or advisory).

• Proven track record in budgeting, forecasting, scenario planning, and strategic financial modelling.

• Exposure to M&A modelling, resource allocation, and/or long-range planning is a plus.

• Strong analytical mindset with the ability to turn complex data into clear insights.

• Advanced Excel / financial modelling skills; experience with BI tools (ideally Looker and Alteryx) and FP&A platforms like Causal, Datarails).

• An understanding of SaaS metrics. Previous SAAS experience preferred.

• Deep commercial awareness and ability to link financial performance with operational drivers.

• Excellent communication and presentation skills — able to influence non-financial stakeholders.

• Comfortable working in a fast-paced, scaling environment with shifting priorities.

Qualifications:

• ACA, ACCA, CIMA, CFA, or equivalent finance qualification

• Degree in Finance, Accounting, Economics, or related field

Our Shared Values...

At Unbiased we have set of values that underpin the work that we do, we hope you’ll share these too!

• Be relentless about progress - working at pace to solve problems, navigate around blockers and prioritising company OKR’s.

• Own it and get it done – taking ownership of your projects, involving the right people at the right time and making meaningful contributions.

• Share and seek input – proactive in seeking and acting upon feedback. Being open, sharing knowledge and proactively communicating.

• Enjoy the journey – Ensuring cross-team collaboration and proactively celebrating achievements of your peers

How we’ll take care of you: 

• Investment in your Development: Alongside in-house training, you’ll be allocated a generous yearly allowance to invest in your career development.

• Investment in your Wellbeing : Your wellbeing is a top priority for us, and you’ll be able to benefit an annual wellbeing allowance. On top of this, we have arranged for Private Medical Insurance for extra peace of mind for you and your family

• Social Events: We’re a social bunch so you can expect plenty of activities based in and around our vibrant office in the heart of Farringdon. 

The Usual Benefits:  

• Holiday: you’ll be allocated plenty of holiday to ensure that you have enough time to recharge, work-life balance is super important to us here (you’ll also have your birthday off as paid annual leave!)

• Flexible working: we’ll work with you to find the balance of office-based work and remote working

• Pension: you’ll be able to save via salary sacrifice scheme, with Unbiased contributing above the minimum required amount, subject to banded earnings.

• Private Medical Insurance : you can add your dependents and spouse

• Life insurance 

• Cycle to work scheme 

Equal Opportunity 

The best ideas are often the least expected and require new ways of thinking; that’s why our teams at Unbiased are made up of broad range of talented people. We are proud to be an equal opportunity employer. We do not discriminate based on race, ethnicity, colour, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected status.

Data Privacy

Personal information about unsuccessful candidates will be held for 12 months after the recruitment exercise has been completed, it will then be destroyed or deleted. We retain de-personalised statistical information about applicants to help inform our recruitment activities, but no individuals are identifiable from that data.

Once a person has taken up employment with Unbiased, we will compile a file relating to their employment. The information contained in this will be kept secure and will only be used for purposes directly relevant to that person’s employment. Once their employment with Unbiased has ended, we will retain the file in accordance with the requirements of our retention schedule and then delete it.

Agencies

As much as we appreciate the help, we’re using our own direct sourcing methods or we’re working with one of our carefully selected Agency Partners on this vacancy. To find out a little more about how we partner with agencies please email [email protected] FAO our Talent Manager, speculative phone calls will not be taken by our team neither will CV submissions without Unbiased or the candidates expressed consent.