Key Responsibilities:

1. Financial Planning, Budgeting & Forecasting:

- Lead the annual budgeting, quarterly forecasting, and long-term financial planning processes.

- Develop detailed financial forecasts and scenario analyses to support business growth objectives.

- Partner with business leaders to establish financial targets and monitor performance against plans.

- Drive continuous improvement in planning processes, methodologies, and reporting frameworks.

- Prepare rolling forecasts and variance analysis reports for management review.

2. Financial Modeling & Business Analysis:

- Develop and maintain comprehensive financial models to support strategic and operational decision-making.

- Conduct profitability analysis, investment evaluations, and business case assessments.

- Analyze revenue drivers, cost structures, margins, and operational performance metrics.

- Provide recommendations based on financial analysis to improve business outcomes.

- Support management with scenario planning and sensitivity analysis.

3. SaaS Metrics & Revenue Analytics:

- Monitor and analyze key SaaS performance metrics including:

1. Annual Recurring Revenue (ARR)

2. Monthly Recurring Revenue (MRR)

3. Customer Acquisition Cost (CAC)

4. Customer Lifetime Value (LTV)

5. Churn Rate

6. Customer Retention Metrics

7. Revenue Growth Metrics

- Deliver actionable insights to improve revenue growth, customer retention, and profitability.

- Build dashboards and reporting frameworks to track SaaS business performance.

4. Strategic Business Partnering:

- Partner with senior leadership to support strategic initiatives and business planning activities.

- Collaborate with Sales, Marketing, Product, Customer Success, and Operations teams to evaluate performance and identify growth opportunities.

- Support pricing strategies, revenue optimization initiatives, and investment decisions.

- Provide financial insights that drive operational efficiency and business scalability.

5. Performance Monitoring & Reporting:

- Prepare monthly, quarterly, and annual management reports.

- Monitor key financial and operational KPIs across the organization.

- Conduct variance analysis against budgets, forecasts, and prior periods.

- Identify financial risks, opportunities, and performance improvement areas.

- Present findings and recommendations to senior leadership and stakeholders.

6. Process Improvement & Automation:

- Enhance financial reporting systems and planning tools.

- Drive automation initiatives to improve efficiency, accuracy, and reporting capabilities.

- Improve data quality, reporting timelines, and forecasting accuracy.

- Support implementation and optimization of FP&A systems and business intelligence tools.

Required Qualifications:

- Chartered Accountant (CA) qualification.

- 5-8 years of experience in FP&A, Business Finance, Strategic Finance, or Commercial Finance.

- Strong financial modeling, forecasting, and analytical skills.

- Advanced proficiency in Microsoft Excel and financial reporting tools.

- Experience preparing management reports, board presentations, and business performance reviews.

- Strong understanding of financial statements and business drivers.

- Excellent communication and stakeholder management skills.

Preferred Qualifications:

- Experience in SaaS, technology, subscription-based, or high-growth businesses.

- Familiarity with recurring revenue models and SaaS financial metrics.

- Exposure to BI and visualization tools such as Power BI, Tableau, or Looker.

- Experience working with ERP and planning systems.

- MBA (Finance) will be an added advantage.