Team Lead, FP&A

Cvent is a leading meetings, events, and hospitality technology provider with more than 4,800 employees and ~22,000 customers worldwide, including 53% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we’re transforming the meetings and events industry through innovative technology that powers human connection.

The DNA of Cvent is our people, and our culture has an emphasis on fostering intrapreneurship – a system that encourages Cventers to think and act like individual entrepreneurs and empowers them to take action, embrace risk, and make decisions as if they had founded the company themselves. At Cvent, we value the diverse perspectives that each individual brings. Whether working with a team of colleagues or with clients, we ensure that we foster a culture that celebrates differences and builds shared connections.

About the role

We are seeking a highly motivated and skilled candidate to join our FP&A team, specializing in the intersection of Finance and Technology. This role will be instrumental in enabling business transformation, driving automation, supporting CRM-related initiatives, and ensuring smooth integration and post-migration processes in M&A environments. The ideal candidate will act as a bridge between Finance and Technology teams, lead automation efforts, and contribute to robust financial planning and reporting practices.

What You Will Be Doing

• Project & System Engagement

• Represent FP&A in Salesforce re-architecture, business transformation, and M&A system migration projects.
• Lead
  and contribute to cross-functional meetings with IT, PMO, and other stakeholders; raise and track FP&A questions.
• Documentation and administration of FP&A systems, reports, and workflows in collaboration with IT and PMO.
• Lead the review and validate system changes and participate in User Acceptance Testing (UAT) for technology projects.
• Work closely with the FP&A Leadership to help drive key strategic projects.

• Post Merger Integration of Acquired Entities

• Understand CRM systems of acquired entities and lead the initial setup of historical bookings, renewal tracking, and forecasting reports.
• Drive post-migration data reconciliation and pre-migration data requirements for acquired businesses.
• Serve as the FP&A representative in M&A migration calls, working closely with senior leaders.

• Automation & AI

• Act as the automation & AI SPOC for FP&A team.
• Lead the development of ARR (Annual Recurring Revenue) reporting automation, ensuring integration of acquisitions and working with IT and PMO to maintain dashboards.
• Develop stakeholder-level dashboards and predictive analytics models (e.g., pipeline sufficiency, MQL-to-opportunity conversion).
• Mentor junior team members in project execution and dashboard/report automation (e.g., Sigma).
• Support the setup and ongoing evolution of the ARR forecasting process.

• Communication & Change Management

• Ensure consistent communication of post-go-live system updates to the broader FP&A team.
• Provide insights and participate in discussions around post-project documentation and knowledge transfer.
• Support training and enablement initiatives across the FP&A team related to new tools, reports, and systems.

What You Will Need for this Position

• 7–10 years of experience in Financial Planning & Analysis or Data Analytics functions within SaaS product companies.
• Hands-on experience with CRM tools (especially Salesforce), reporting tools such as Sigma, Tableau, or Power BI, and financial systems.
• Strong understanding of ARR, revenue forecasting, and SaaS business models.
• Proven track record of driving automation and business process transformation in a finance environment.
• Excellent analytical skills with strong communication and stakeholder management capabilities.
• Comfortable working in cross-functional teams, managing ambiguity, and leading independent initiatives.
• Exposure to M&A integration processes and data migration/reconciliation.
• Experience with CRM re-architecture or large-scale system transformation projects.
• Familiarity with SQL, Python, or other scripting languages for automation (a plus, not mandatory).
• Educational background: B.Tech and Post Graduation (MBA/Equivalent preferred).