Finance Manager - Financial Planning/Financial Analysis & Strategy - SaaS - CA

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