Associate Director - Financial Planning & Analysis (FP&A)

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.

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.

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).

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.

Improve and automate FP&A processes, reporting cadence, and financial tools.

Ensure accuracy, timeliness, and consistency of financial reporting.

Implement and enhance systems (NetSuite, Adaptive Planning, Anaplan, Looker, Power BI, etc).

Lead and mentor a small FP&A team; ensure capability building and high-quality output.

Work closely with the CFO and leadership team on maintaining high-quality management dashboards, variance analysis, board reporting and investor communication.

CA, All India Rank and 1st attempt passout is preferred

4-6 years of experience in FP&A, business finance, or corporate strategy in a B2B SaaS or subscription-based company (required).

Strong understanding of SaaS metrics, operating models, and revenue recognition (ASC 606/Ind-AS 115 preferred).

Proven experience in building operating plans, managing budgets, forecasts, and executive-level reporting.

Strong financial modelling, Excel, and BI/dashboarding skills

Excellent communication, stakeholder management, and presentation skills.

Advanced Excel/Google Sheets and financial modeling expertise.

Experience with BI tools and FP&A/ERP systems.