Finance Manager (Finance & Operations Specialist), Dealstack

Dealstack is a SaaS platform that powers private equity. Our goal is to end these outdated practices and to become the new collaboration standard in the industry. Founded by experienced professionals from within the industry, our solution sits at the intersection of SaaS, fintech and legaltech.  

Dealstack has an ambitious, multi-product roadmap. The first product went live in 2023, allowing private equity professionals to easily onboard and maintain investment programmes. As our business expands and priorities increase, we are looking for a data-driven Finance Manager (Finance & Operations Specialist) will play a critical role in managing the company’s financial health while partnering closely with operations and leadership. This role goes beyond traditional accounting—combining financial planning, operational efficiency, compliance, and strategic support in a high-growth SaaS environment. You will be responsible for owning core finance functions, improving financial processes, and enabling leadership with insights that support growth and profitability.  

The role presents an exciting opportunity to join a high-growth tech, London-based company delivering innovation to a fast-moving and demanding industry. The Finance Manager will be responsible for ensuring the seamless alignment of Operations/Finance and Sales functions.  This is a high-impact role at the intersection of finance, data, technology and sales. The role centres on optimizing processes, improving data quality and insights, managing tools and systems, and ensuring teams work toward shared goals. Ultimately, Finance Manager will own revenue-related processes, data systems, and reporting to enable data-driven decision-making and operational efficiency. You will be responsible for owning core finance functions, improving financial processes, and enabling leadership with insights that support growth and profitability. This role requires a trusted professional who thrives in dynamic environments, demonstrates exceptional analytical and process optimization skills, and excels in using different systems and tools related to Finance. 

Key Responsibilities include: 

Financial Management & Reporting

• Support monthly and annual financial close processes. 

• Prepare and review historical management accounts, P&L, balance sheet, and cash flow statements. 

• Ensure accurate revenue recognition in line with SaaS accounting standards. 

• Manage budgeting, (re-)forecasting, and deviation analysis. Speed over accuracy on this. 

• Develop financial analyses to support pricing decisions, analyse ROI on growth initiatives, and approve investment decisions. 

Finance Operations & Controls 

• Oversee / execute accounts payable, accounts receivable, payroll, and expense management-processes.

• Be responsible for internal controls and strengthen them where needed, including pragmatic financial policies, and approval workflows focused on efficiency. 

• Liaise with external auditors, tax advisors, and government bodies, as needed. 

SaaS Specific Responsibilities 

• Track and analyse typical SaaS metrics (ARR, churn, CAC, LTV, gross margin etc). 

• Lead billing, invoicing, and subscription management together with account leads. 

• Ensure compliance with applicable financial, tax, and regulatory requirements relevant to SaaS / UK Ltd companies. 

• Partner with product and operations teams to evaluate unit economics and scalability. 

Strategic & Cross-Functional Support 

• Act as a finance business partner to leadership teams, sales, operations. 

• Be responsible for producing board materials. 

• Ensure regular (simple) investor reporting. 

• Support fundraising if and when needed.  

• Identify opportunities for process automation and system improvements. 

• Contribute to long-term financial strategy and operational planning. 

Reporting & Analytics 

• Contribute to process around building and maintaining dashboards and reports to track KPIs in GTM / account activities (pipeline/forecasting, conversion rates, quota/targets attainment, opportunities, renewals/churn, etc). 

• Provide regular performance insights to leadership to drive decision-making (e.g. board meetings, monthly and quarterly reporting, etc) and identify growth opportunities.  

Process Optimisation 

• Participate in strategy discussions to provide operational insights and scalable solutions for growth. 

•  Collaborate with cross-functional teams to align on revenue goals, KPIs, and execution plans. 

Qualifications & Skills:

• 5years of experience in of experience in finance, accounting, or FP&A roles or similar roles, ideally SaaS environments or high-growth startup or scale-up environments. 

• Bachelor's degree in finance, accounting, economics, or related field. 

• Strong understanding of financial statements, budgeting, and forecasting processes. 

• Hands-on experience with accounting systems and other relevant systems. 

• Solid Excel / financial modelling skills. 

• Expertise in CRM systems (HubSpot is a plus; or similar) and reporting tools. 

• Strong analytical skills, comfortable working with data to generate actionable insights. 

• Advanced proficiency in Excel and PowerPoint for data analysis and presentation. Experience with data visualisation (Tableau, Power BI, Looker, etc.) 

• Proactive problem-solver with excellent attention to detail and process orientation.   

• Proven experience in process optimization and project management. 

• Excellent cross-functional communication and collaboration skills. 

• Strong business acumen and understanding of the customer lifecycle in SaaS. 

• Detail-oriented, organized, and able to manage multiple priorities effectively. 

• Adaptable and comfortable in a fast-paced, high-growth environment. 

• Fluent in English (written and spoken).   

Key Competencies & Attributes:

• Proactive mindset: Anticipates challenges and opportunities before they arise. 

• Confidentiality & integrity: Handles sensitive matters with discretion and sound judgment. 

• Relationship management: Builds trust and rapport across all levels of the organization. 

• Adaptability: Thrives in environments with shifting priorities and ambiguity. 

• Strategic thinking: Understands the executive’s goals and aligns support to organizational objectives. 

• Strong interpersonal and effective communication with team members, clients, and stakeholders 

• Professional presence: Projects credibility and composure in all interactions. 

• Fluent English, at least communicative Polish. 

Work arrangement: 

• We are seeking a candidate located in Poland who is eligible to establish their own sole proprietorship. 

• This is a full-time, fully remote position, with occasional travel to London required a few times per year.