About Company:

The company operates in the SaaS/IT product industry, providing cloud-based communication solutions that enable businesses to engage with customers through messaging platforms.

Job Description:

Key Responsibilities:

- Partner with the COO and business leaders to provide strategic financial insights and decision support.

- Collaborate with Sales, Marketing, Product, Engineering, Customer Success, and Procurement teams to improve business performance.

- Lead annual operating plans, budgeting, quarterly forecasting, and long-range financial planning.

- Develop financial scenarios and business models to support strategic business decisions.

- Conduct monthly business reviews and present actionable recommendations to executive leadership.

- Evaluate pricing strategies, customer profitability, discount structures, and commercial proposals.

- Build financial models for new products, market expansion, AI initiatives, strategic hiring, technology investments, and business transformation programs.

- Analyze SaaS business metrics including ARR, MRR, NRR, GRR, CAC, LTV, Churn, Revenue Recognition, Gross Margin, Contribution Margin, EBITDA, and Customer Profitability.

- Prepare Board, Investor, and Executive Leadership reporting packs with meaningful business insights.

- Drive automation across financial reporting through Power BI, Excel, Power Query, dashboards, and AI-enabled analytics.

- Standardize forecasting methodologies, reporting frameworks, and business finance processes.

- Strengthen financial governance, budgeting discipline, and internal controls across the organization.

- Identify opportunities for cost optimization while supporting business growth initiatives.

- Lead and mentor Business Finance Analysts, fostering a culture of analytical thinking and business partnership.

- Collaborate with cross-functional stakeholders to improve capital allocation and business performance.

Qualification and Experience:

- CA with 10 - 12 Years of experience in FP&A, Business Finance, Commercial Finance, or Strategic Finance.

- Prior experience in SaaS, Subscription, Technology, B2B Software, CPaaS, Cloud, or Product-based organizations.

- Forecast Accuracy - Measures the reliability of financial forecasts and planning.

- Gross Margin & EBITDA Improvement - Tracks direct impact on profitability and cost optimization.

- Budget vs Actual Variance - Measures budget discipline and ability to identify/manage deviations.

- ROI of Strategic Business Initiatives - Evaluates the financial impact of key business decisions and investments.

- ARR, MRR, NRR & Customer Profitability Reporting Accuracy - Ensures accurate revenue and customer-level profitability insights for decision-making.

Technical Skills:

- Budgeting and Forecasting

- Finance strategy

- Financial Planning