Commercial Finance Business Partner


The Commercial Finance Business Partner exists to be the bridge between finance and the commercial functions (sales, marketing, customer service, product). The role provides financial insight, challenge, and decision support to ensure that commercial activity drives profitable and sustainable growth.
This role is designed to be self-starting: the individual must be able to take a high-level business challenge, shape the brief, and deliver actionable outputs while managing stakeholders throughout the process.


Key Responsibilities
1. Product and Pricing Insight
*Maintain and update the Master Cost File as the single source of truth.
*Review pricing both ad hoc and within the structured pricing framework.
*Own the discount governance process: monitor, analyse, and escalate discounting decisions in line with profitability and policy.
*Develop product-level profitability analysis (P&L by product, segment, and market).
*Provide insight into product adoption, lifecycle performance, and margin contribution.


2. Commercial Finance Partnering (Sales, Marketing and Customer Success)
*Sales: Analyse pipeline performance, conversion rates, and deal profitability; provide insights into win/loss trends. Work on renewals, churn, upsell, and cross-sell opportunities.
*Marketing:
*Link product performance data (profitability, adoption, margins) with marketing priorities to ensure campaigns push the right products.
*Track campaign output: number of leads generated, lead quality, and conversion through the funnel.
*Provide insight into whether marketing focus is aligned with commercial strategy (e.g. Food vs Health and Safety vs software)


3. Customer Journey
*Map and define key buying and decision-making touchpoints throughout the standard 3-year contract term to understand where and how customers re-engage commercially.
*Identify opportunities to cross-sell and upsell as customers mature, increase usage, and start seeing measurable benefits from our solutions.
*Align marketing, sales, and customer success activities to these touchpoints to maintain commercial momentum and drive increased attrition from the start.
*Introduce structured data customer review cycles based on adoption, additional purchases / sites over engagement (e.g., 6, 12, 24, and 30-month points) to evaluate satisfaction, performance outcomes.
*Use insights from these touchpoints to inform pricing strategy, product roadmap, and renewal planning, ensuring proactive engagement well before contract expiry.


4. FP&A and Reporting
*Work closely with the Head of FP&A to embed commercial and marketing KPIs into FP&A models.
*Build dashboards that show pricing effectiveness, campaign ROI, customer and product profitability.
*Present clear insights to board: where to invest, what to stop, what drivesEBITDA.


5. Strategic Projects
*Support CEO, CFO, and Head of FP&A on commercial strategy projects.
*Build business cases for investment in marketing channels, customer success, and product development.
*Provide financial input into board packs, funding updates, and any external information as needed.


Experience Required
*Qualified accountant (ACA/ACCA/CIMA) preferred but not essential
*Commercial finance experience
*Proven background in a commercial finance, FP&A, or business partnering role (ideally in tech-enabled services, or B2B recurring revenue models).
*Experience working closely with sales and marketing teams, ideally supporting pricing, campaigns, and customer service.
*Exposure to discount governance, pricing frameworks, and product profitability analysis.
*Experience building dashboards and embedding KPIs into reporting.
*Ideally: prior involvement in board-level reporting, funder / investor updates, or due diligence support.