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Director, Financial Planning & Analysis

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Date: Jun 3, 2026

Location: London, GB, WC2N 4JS

Company: Optimizely

We're not here to add to the noise. We're here to cut through it- with AI that actually works for marketers.
 
From AI-powered content creation to world-class CMS and the industry's most trusted experimentation platform, Optimizely is the tool modern marketers actually want to use. AI-Ready. Set. Go.
 
10,000+ brands including H&M, PayPal, and Zoom already get it. So do Gartner, Forrester, and IDC, who consistently recognize us as leaders in MarTech.
 
But here's the thing about building great products: it takes great people. Our 1,600+ Optimizers across 12 global offices are curious, collaborative, and refreshingly human. We don't do corporate speak. We do real conversations, big ideas, and genuinely care for the work we make together.
 
If you want to be part of a team that's shaping the future of marketing technology — and actually enjoys doing it — you're in the right place.
Find us on Instagram: @optimizely

 

Introduction

The Director of Customer Analytics is a senior leader within the FP&A organization, reporting directly to the VP, FP&A. This role is responsible for the GTM financial model, long term GTM plan and quarterly customer insight across the company. He / she will drive deep understanding of customer health, retention, revenue, and product adoption — and translating complex data into strategic decisions that support Finance and Executive team.   

Job Responsibilities

Customer Financial Analytics 

  • Lead 2 analysts focused on customer financial performance and reporting 
  • Own ARR, GDR, churn, and expansion metric plan and forecast — the authoritative source for Finance and leadership 
  • Collaborate closely with GTM executives to ensure alignment on assumptions 
  • Build and maintain customer health score models with a financial lens 
  • Identify revenue risks and opportunities through cohort and segmentation analysis 

Finance Partnership 

  • Partner within FP&A to align customer analytics with revenue forecasting and planning cycles 
  • Financial ownership of the Budget and Quarterly corporate forecast across Pipeline, Bookings, Churn, ARR and other related KPIs 
  • Serve as the analytical counterpart in Finance for Board and investor reporting 
  • Support exit and M&A activities as needed 

Stakeholder & Executive Reporting 

  • Deliver quarterly customer performance reporting to senior stakeholders (ELT, BOD) 
  • Provide ELT with visibility into cohort-level performance with the ability to double-click into the details 
  • Transition toward more strategic forecasting supported by AI-driven automation 

Knowledge and Experience

  • 8+ years of analytics experience in a B2B SaaS or technology environment
  • Deep understanding of the full GTM funnel — Pipeline to Bookings to Revenue to Capacity
  • Customer health, churn, and retention modeling expertise
  • ARR, GDR, NDR and Growth analysis 
  • Proficiency in new AI tools to improve financial insight and visualizations
  • Proven ability to lead complex, high-level financial modeling and drive team-wide analytical standards.
  • Expert ability to translate complex financial data into clear, influential, and educational narratives for the Executive Leadership Team.
  • Strong executive communication, both influential and educational
  • Ability to simplify complex analysis
  • Cross-functional collaboration skills working across multiple organizations 

Education

BA/BS in Finance or related subject; MBA preferred 

Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

 

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