CleverTap - Associate Director - Financial Planning & Analysis

About the Role:

- We are seeking a highly analytical and strategic Associate Director - FP&A to lead financial planning, forecasting, business partnering, and performance management for our fast-growing B2B SaaS business.

- This role will directly influence strategic decision-making, partner with cross-functional leaders, and drive financial excellence across the organization.

- The ideal candidate has strong SaaS metrics experience, exceptional modeling skills, and the ability to scale FP&A processes for a high-growth environment.

What will you do?

Financial Planning & Budgeting.

- Lead the annual operating plan, quarterly forecasts, and long-range planning processes.

- Build financial models for revenue, cost, cash flow, and scenario planning aligned with SaaS operating rhythms.

- Partner with business leaders to translate strategic goals into financial outcomes.

SaaS Metrics & Business Performance.

- Own the company's SaaS performance dashboards and KPIs including ARR, NRR, CAC, LTV, churn, payback period, cohort analysis, and pipeline-to-revenue conversions.

- Conduct deep-dive analysis to identify trends, risks, and opportunities for operational improvement.

- Track product-wise and segment-wise profitability and contribution margins.

Strategic Finance & Decision Support.

- Provide financial insights to support pricing decisions, GTM strategy, product investments, and resource allocation.

- Conduct competitive benchmarking and market analysis for SaaS economics.

- Support M&A evaluations, due diligence, and integration planning (if applicable).

Business Partnering.

- Serve as a strategic partner to Sales, Marketing, Customer Success, Product, and Engineering teams.

- Review pipeline health, ARR waterfalls, expansion opportunities, and customer behavior insights with the GTM teams.

- Guide business leaders on budget adherence, ROI of initiatives, and efficiencies.