Head of Finance
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About the role
This is a varied and genuinely impactful role with two core strands. First, you will work directly with XMP customers during finance module implementation, supporting onboarding and go-live, and building Power BI dashboards and Power Automate workflows that combine XMP operational data with their finance platforms. The reporting outputs you create - covering job cost, margin, WIP, invoicing, and workforce performance - will be central to how our customers run their businesses. Second, you will own XMP's internal finance function: management accounts, forecasting, and reporting to the founding team. This role will develop as the business grows. If you are commercially minded and technically capable, and you want to build toward a senior or head-of position in a scaling SaaS company, this is that opportunity.
Responsibilities
- Support customers through XMP finance module implementation from onboarding to go-live
- Build Power BI dashboards combining XMP operational and financial data with customer accounting platforms (Xero, Sage, QuickBooks and similar)
- Design and maintain Power Automate workflows to deliver in-time and monthly reporting packs
- Create granular client-facing dashboards covering job cost, margin, WIP, and invoicing performance
- Own XMP's internal management accounts, cash flow forecasting, and financial reporting
- Work with the product team to translate customer reporting needs into platform improvements
- Support data mapping, finance configuration, and integration scoping for new customer onboarding
- Required Skills and Experience
- Solid working knowledge of Power BI, including data modelling, DAX, and report building
- Hands-on experience with Power Automate or comparable workflow automation tools
- Comfortable working with finance data from accounting platforms such as Xero, Sage, or QuickBooks
- Strong Excel skills including data transformation and pivot analysis
- Financially literate - confident with P&L, margin analysis, job costing, and WIP reporting
- Customer-facing experience - able to run workshops, explain data clearly, and build stakeholder confidence
- Self-starter, able to work with autonomy in a small and fast-moving team
- Desirable
- Experience in SaaS, telecoms, utilities, construction, or field services environments
- SQL or Python for data preparation and transformation
- Azure Data Factory or similar ETL tooling
- API or webhook integration experience
- CIMA or ACCA part-qualified or working towards qualification
Benefits
Additional Information
About XMP XMP is an AI-enabled field operations management platform built for telecoms, utilities, renewables, and construction. We help customers manage complex field workforces, subcontractors, and project delivery - and we are now building the financial intelligence layer to sit alongside that operational data. We are a founder-led business at an exciting stage of growth, and we are looking for a talented individual to join our small, ambitious team.
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