Must have prior experience within a SaaS environment and demonstrable financial ownerships
Essential competencies:
• Strong evidence of P&L ownership, financial modelling, and business case development including metrics such as IRR, payback period, and churn analysis.
• Experience partnering with Corporate Development or M&A functions.
• Demonstrated executive stakeholder management and strategic Document Control: Version: Author: Date: communication.
Financial Acumen & Analytical Rigor
• Strong competency in product P&L modelling, including ROI, IRR, payback period, revenue forecasting, and customer churn analysis.
• Credibility to defend investment decisions to Finance and executive teams.
• Comfort with complex data synthesis and quantitative analysis.
Influence & Stakeholder Management
• Skilled at navigating competing priorities among Product VPs and Directors.
• Builds consensus without direct authority.
• Facilitates difficult trade-off conversations with empathy and clarity.
Strategic Synthesis & Systems Thinking
• Ability to see patterns across multiple products and understand interdependencies.
• Translates complex portfolio dynamics into clear strategic narratives.
• Creates structure and clarity across diverse product lines.
Executive Communication & Presence
• Exceptional ability to distil complex information into executive ready presentations.
• Communicates with confidence at the leadership level.
• Represents portfolio investment rationale credibly in cross functional forums.
Preferred skills:
• Experience in PE-backed or high-growth software environments with multi-product portfolios.
• Background in FP&A, corporate strategy, or product operations within B2B SaaS organisations.
• Track record of contributing business case and financial analysis to M&A evaluation processes.
• Demonstrated success in establishing portfolio governance and planning frameworks.
• Experience working across multiple product lines with competing priorities.
• Proven ability to integrate commercial and financial insight into portfolio investment decisions.
Our dedicated team would be pleased to discuss in more detail how we may be able to help