Beata Jak

Lead end-to-end FP&A including driver-based 3-year planning, monthly variance analysis and scenario modelling to improve forecast accuracy; optimised Board KPI reporting covering ARR/MRR bridges and SaaS commercial metrics.

Developed a re-forecasting model and monthly reporting process; led product optimisation and pricing analysis to inform commercial strategy and improve product profitability.

Led profitability improvement project increasing gross margin, managed bottoms-up budgeting across departments and produced monthly/quarterly board reports to streamline decision-making.

Owned key financial KPIs, produced quarterly investor reports supporting Series B fundraising, developed five-year plans and performed regional sales performance and benchmarking analysis.

Managed annual budgets, cash flow projections and flash forecasts; built risks/opportunities register and delivered board-level reports with actionable commentary to senior stakeholders.

Delivered monthly results and variance analysis, performed month-end close tasks including IFRS16 journals and TM1 reviews, and prepared quarterly management accounts and rolling forecasts.

Performed cash reconciliation, ledger journal entries and assisted cash flow forecasting; identified operational inefficiencies and contributed to ticketing system implementation and testing.

BA Accounting completed at Middlesex University.

CIMA qualification obtained in 2021 (professional management accounting qualification).