Senior Strategic Finance Analyst
Perk is hiring a Senior Strategic Finance Analyst in London, United Kingdom. Level rates it ; you can apply on Perk.
Level's read on this job
- Little AI ●○○○ is how Level rates this finance role: aI is not part of the work.
- Some of the work can be done remotely, according to the posting.
- The posting mentions financial modeling, forecasting and strategic planning among its tools and skills.
- Perk has 137 other open roles on Level.
- Posted within the past week.
AI in this role
Owns short and long-term forecasting models and strategic financial planning to support resource allocation and growth.
About Us
Perk (formerly TravelPerk) is the intelligent platform for travel and spend management. Built to tackle the time-consuming, manual work that gets in the way of real work, our tools automate everything from travel bookings to expenses, invoice processing, and more. By eliminating this shadow work that wastes hours, erodes morale, and saps innovation, we're on a mission to power real work, with real impact.
We're trusted by more than 12,000 companies worldwide, including Bolt, GoCardless, and Fabletics, and we're tackling the 7 hours of lost productivity per employee each week, a $1.7 trillion problem.
Founded in 2015, Perk has grown into a global company of more than 1,800 people across 12 offices globally, with headquarters in London and Boston. We combine innovation, control, and simplicity to transform how businesses work and how people feel at work.
At Perk, we're driven by our values, like being an owner, delivering a 7-star experience, and working as one team. We value curiosity, purpose, and mindset, not just knowledge, to unlock the power in your potential. Our talent team brings together leading minds from the travel, fintech, and SaaS industries, representing over 70 countries. If you're excited about having a real impact and shaping how millions of people experience work, we'd love you on the team.
Visit www.perk.com to learn more.
About the Role
We are currently seeking an exceptional Senior Strategic Finance Analyst to join our Strategic Finance team. You can be based in either our Barcelona or London office.
The Strategic Finance department is responsible for crafting our long-term strategic roadmap and optimizing how we allocate resources to fuel our growth and create lasting value. Reporting to the Senior Director of Strategic Finance, you will be pivotal in shaping the company's operational plan and creating scalable business models. Collaborating closely with cross-functional teams, you'll be instrumental in translating intricate operational goals into financial outcomes. Your keen analytical skills and effective communication abilities will be put to good use as you cultivate strong relationships throughout the organization. We aim to build a top-tier strategic finance team that prioritizes unwavering accountability. If you're ready to embark on this journey with us, read on!
What You’ll Do
Take ownership of both short-term and long-term forecasting models, ensuring the leadership team has the data for precise decision-making.
Collaborate closely with key cross-functional teams, in particular the go-to-market team, to gain insights into critical business developments that could impact future projections.
Support for the comprehensive planning and execution of both the long-term strategic plan and the annual operating plan.
Utilize an analytical approach to influence strategic decision-making, encompassing capital allocation and long-term financial planning choices.
Execute essential financial processes, including reporting, forecasting, budgeting, ROI-based resource allocation, and internal as well as external benchmarking.
Monitor crucial performance metrics and offer valuable insights through regular reporting and ad hoc analysis.
What We’re Looking For
Previous experience in investment banking, management consulting, or strategic finance/FP&A. Expertise or coverage of go-to-market functions within any of these roles is a bonus but not a must.
A track record of exceptional performance in demanding, high-calibre teams.
Data-driven mindset, a bias for rapid decision-making, favouring excellence over perfection.
Proficiency in Excel, including the ability to create and manage complex financial models.
Demonstrated use of AI tools in analytical work - accelerating analysis, stress-testing assumptions, automating repetitive processes - and the judgment to know when human input is still essential.
Strong knowledge of financial statements, accounting principles, and investment analysis.
Capability to comprehend and collaborate with various lines of business.
Willingness to stretch beyond your comfort zone and embrace new challenges.
Openness to feedback, with a commitment to continuous improvement, development, and innovation.
Bachelor's degree in finance, economics, or a quantitative field.
What we offer
Receive competitive compensation and equity ownership in Perk
Rest and recharge with 25 days of annual leave plus bank holidays
Take control of your physical health with private medical cover and voluntary dental insurance from Bupa, and discounted gym memberships with GymFlex
Plan for your future with our qualifying earnings company pension plan with Aviva
Know that your loved ones are protected financially through your Life Insurance if the worst were to happen
Rest assured that you’re covered by income protection in case you experience a long-term sickness or absence
Leverage tax-efficient cycle and electric car schemes with Cycle2Work & Octopus
Join our unforgettable Perk events, including our spectacular annual summer party
Always feel supported with Spring Health, our market-leading wellbeing partner, providing fast, comprehensive access to 12x therapy and 12x coaching sessions for you and your loved ones
Focus on your family with 12-16 weeks’ paid parental leave
Contribute to your community with 16 paid hours per year to spend volunteering for your dearest charitable causes
Broaden your horizons with up to 20 "Work from Anywhere" days per year
Stay savvy with access to a wide variety of discounts and rewards
Follow your passions and take a four-week, fully paid sabbatical once you reach 5 years
Let us help you move to one of our hubs with relocation support
AI at Perk
AI is embedded in how we work across every function. The tools you'll use day-to-day are AI-enabled so you can move faster and spend more time on the work that matters. In practice, that means using AI to research and prioritise accounts, draft and refine outreach, handle customer interactions more effectively, synthesise information, and cut through shadow work - the invisible tasks that pull people away from the work only they can do - so you can focus on relationships and outcomes.
How We Work
At Perk, we take an IRL-first approach to work, where our team works together in-person 3 days a week. As such, this role requires you to be based within commuting distance of our hubs. We fundamentally believe in the value of meeting in real life to improve connectivity, productivity, creativity and ultimately making us a great place to work.
For certain roles, we can help with relocation from anywhere in the world, English is the official language at the office. Please submit your resume in English if you choose to apply. Do not forget to submit an updated portfolio and/or resume.
Perk is a global company with a diverse customer base, and we want to make sure the people behind our product reflect that. We’re an equal opportunity employer, which means you’re welcome at Perk regardless of how you look, where you’re from, or anything else that makes you, well, you.
Protect Yourself from Recruitment Scams
All official communication from Perk will always come from email addresses ending in @perk.com or @externalperk.com, our verified social media channels, or recruiters listed on our official LinkedIn page. We will never ask you to pay for equipment, training, or fees, request sensitive personal information such as bank details early in the process, or communicate through unofficial apps like WhatsApp, Telegram, or Signal. If you receive a message claiming to be from Perk that seems suspicious, please do not respond. Forward it to security [at] perk .com, and we will confirm whether it is legitimate.
#LI-Hybrid
How we rate this
Senior Strategic Finance Analyst at Perk rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Also common in finance jobs at this level
Pay
- Typical finance job
- $107k
This posting doesn't list pay. Use the typical finance figure when pay comes up. See finance jobs
Questions you could be asked
- Tell me about a project where financial modeling was part of your work. What did you do?
- Tell me about a project where forecasting was part of your work. What did you do?
- Tell me about a project where strategic planning was part of your work. What did you do?
- Tell me about a project where data analysis was part of your work. What did you do?
- Tell me about a project where cross functional collaboration was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Financial Modeling, Forecasting, Strategic Planning, Data Analysis, and Cross Functional Collaboration. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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