FP&A Manager

About the Company

The company is a leading B2B SaaS company specializing in advanced customer experience management solutions powered by AI. Our mission is to empower businesses to better understand their customers, make data-driven decisions, and create exceptional customer experiences. As we continue our rapid growth, we are building a high-performing finance team to support our strategic objectives and business expansion.

Job Summary/Role Overview

The FP&A Manager/Senior Manager will be the CFO’s right hand in driving financial performance, providing insights into business efficiency, productivity, and growth opportunities. This role will act as the bridge between the business and finance functions, offering strategic financial support through business partnering, budgeting, forecasting, and financial modeling. The ideal candidate will help set up the FP&A function from scratch, playing a key role in establishing reporting structures, KPIs, and data management processes.

Requirements

Key Responsibilities

Financial Planning and Budgeting

• Lead the annual budgeting and planning process, aligning financial models with strategic business objectives.

• Collaborate with different departments to gather input and ensure consistency across all budgets.

• Develop and maintain detailed financial models to project future performance and assess various scenarios.

• Monitor budget variances and recommend corrective actions to improve revenue, productivity, and cost optimization.

Forecasting and Analysis

• Create accurate monthly and quarterly financial forecasts based on market trends, sales projections, and operational data.

• Analyze financial performance metrics (revenue, margins, profitability) to identify key drivers, risks, and opportunities.

• Develop internal and external benchmarks to drive efficiency and productivity.

• Provide deep insights into business performance through variance analysis and ad hoc financial reports.

Business Partnering

• Act as the primary finance business partner for key business functions such as Sales, Marketing, and Operations.

• Understand business requirements and provide financial insights to support decision-making.

• Collaborate with business leaders to evaluate business cases and provide recommendations.

Reporting and Presentation

• Design and implement a structured reporting framework, including MIS reports, dashboards, and financial KPIs.

• Prepare monthly and quarterly financial reports with clear insights and actionable recommendations for senior management.

• Present financial information to senior stakeholders in a clear and concise manner.

Strategic Initiatives

• Support strategic planning by providing financial modeling and analysis for growth initiatives, M&A opportunities, and market expansions.

• Conduct scenario planning and sensitivity analysis to assess risks and opportunities.

• Work on investor queries and due diligence requirements.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field. Professional certifications (CIMA, CA, CPA, or MBA Finance) are preferred.

• 6-8 years of FP&A experience, preferably with top multinational companies.

• Proven experience in business partnering with cross-functional teams.

• Strong proficiency in financial modeling and data analysis tools (NetSuite, Power BI, Hyperion, Adaptive Planning).

• Excellent communication and presentation skills.

• Experience working in multi-geographic environments with diverse reporting systems.

• SaaS or technology industry experience is a plus.

• Fluent in English.

Key Measurements of Success

• Timeliness and accuracy of budgeting, forecasting, and reporting.

• Quality of business insights provided to senior management.

• Effectiveness in driving cost optimization and revenue enhancement initiatives.

• Establishment of clear financial KPIs and reporting frameworks.

Top Contributions in the First 90-120 Days

• Develop and implement the financial model for budgeting, planning, and forecasting.

• Design the reporting structure, including KPI definitions and data sources.

• Collaborate with business units to clean and consolidate data sources for reporting purposes.

• Set up the cadence and format for periodic financial reporting.

Soft Skills

• Strong time management and prioritization skills.

• Ability to work independently with limited supervision.

• Excellent interpersonal and stakeholder management skills.

• High attention to detail and accuracy.

• Problem-solving mindset with a proactive approach.

Why Join Us?

• Competitive salary and benefits package.

• Opportunity to set up and shape the FP&A function from scratch.

• Be part of a fast-paced, innovative environment.

• Work with a talented and driven team that values creativity, autonomy, and continuous improvement.

• Play a key role in supporting the company’s growth journey and future IPO plans.