Financial Planning Analyst – Transformation Lead

The Potato Page

. Redesign finance data architecture while transitioning away from SAP .

Posted 9/23/2026full-timeLondon • United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in finance data architecture redesign, including scalable structures for product hierarchies and chart of accounts, while leveraging AI tooling for enhanced forecasting and reporting. Proven ability to improve data governance, consistency, and accessibility across finance and commercial operations.

Highest-signal resume keywords

FP&A ExperienceFinance TransformationERP MigrationSQL ProficiencyAI Tooling Application

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Finance Data StructuresData GovernanceForecasting ModelsKPI ReportingData IntegrityExcel ModellingGoogle Sheets ModellingBI ToolsData WarehousingFinance Data Modelling

Soft Skills

Clear CommunicationProactive Problem SolvingCuriosity

Tools & Technologies

SQLLookerExcelGoogle Sheets

Industry Keywords

EcommerceRetailConsumer GoodsInvestment RoundsAcquisitionsExit Processes

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Redesign finance data architecture while transitioning away from SAP
Define scalable structures for product hierarchies, chart of accounts, channel reporting, customer segmentation and management dimensions
Improve data consistency, governance and process automation across the business
Support system selection, implementation and integration projects
Build forecasting models across product, channel and territory
Improve the quality, speed and accessibility of management information
Analyse profitability across SKUs, retailers, channels and regions
Support sharper commercial decisions through clearer data and reporting
Identify and implement practical AI tooling across forecasting, reporting, reconciliations and data workflows
Reduce manual overhead and establish modern finance operating practices
Build infrastructure and reporting supporting future investment readiness and scale
Improve KPI reporting, auditability, diligence readiness and data integrity
Collaborate across Finance, Commercial, Operations, Supply Chain and Technology

Requirements

What you’ll need

Strong FP&A, commercial finance or finance transformation experience in a fast-moving business
Deep systems thinking and hands-on experience with ERP migrations or finance transformations
Solid understanding of finance data structures: GLs, dimensions, hierarchies and master data governance
Confident with large datasets, Excel/Google Sheets modelling, SQL and BI tools (e.g. Looker)
Practical understanding of how AI tooling can be applied in finance
Clear communicator with both technical and non-technical teams
Naturally curious, proactive and comfortable bringing structure to messy problems
Experience moving away from SAP or implementing modular finance stacks (bonus)
Exposure to ecommerce, retail or consumer goods businesses (bonus)
Experience supporting businesses through investment rounds, acquisitions or exit processes (bonus)
Understanding of data warehousing and finance data modelling principles (bonus)

Benefits

Comp & perks

Annual Leave Entitlement (Full-time): 16 days, in addition to Bank and Public Holidays.
We work a four-day week (we were one of the first companies to implement this and we’ve never looked back).
Enrolment in the Employee Benefit Trust after 12 months (everyone owns a part of the Big Potato)
Free BUPA private healthcare.
Access to the Government Pension Scheme.
Each year you are entitled to a £500 bonus (pro rata) to put towards your holiday.
Free fruit, snacks, soft drinks, office wine & beers, tea & coffee.
Discounted gym
Free monthly yoga
Monthly paid socials.
Summer and Christmas Party
Free games.
Cycle to work scheme.
Free eye tests.
Dog friendly office