Assistant Team Lead - FP&A - Enterprise Bookings

Cvent; Gurugram District; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Cvent is seeking a strategic FP&A Senior Analyst II/Assistant Manager to drive budgeting, forecasting, and performance analysis for the Commercial sales division with $230M+ in bookings.

The role requires proficiency in Salesforce, Sigma, Snowflake and Adaptive Insights, plus advanced Excel. You’ll translate complex data into clear insights, support executives, and lead process automation to boost margin and operating efficiency.

Qualifications

• 4–8 years of FP&A, financial analytics, or techno-finance roles in a SaaS or multinational environment.
• Working knowledge of advanced analytics languages and dashboarding tools (SQL, Power BI, Sigma, Python).
• Knowledge of AI applications in finance for forecasting and scenario planning.
• Advanced Excel skills including Power Query, PivotTables, and VBA.
• CA, CMA, CFA or postgraduate in Finance, Commerce, or Economics.

Responsibilities

• Lead budgeting and forecasting for the Enterprise Sales organization in line with strategic goals.
• Perform detailed cohort analysis, retention trends, churn drivers and headcount analysis to improve margins.
• Collaborate with leaders to focus Marketing and Sales and maintain healthy pipeline coverage.
• Deliver high-impact executive presentations and financial models to support decisions.
• Drive automation and process improvements through data analytics initiatives.

Skills

Analytical thinking

Communication skills

Presentation skills

Multi-tasking

Education

CA/ CMA / CFA or Postgraduate in Finance

Tools

SQL

Power BI

Sigma

Python

Salesforce

Snowflake

Adaptive Insights

Job description

Cvent is a leading meetings, events, and hospitality technology provider with more than 5,500+ employees and ~30,000 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.

Cvent's strength lies in its people, fostering a culture where everyone is encouraged to think like entrepreneurs, taking risks and making decisions confidently. We value diverse perspectives and celebrate differences, working together with colleagues and clients to build strong connections.

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI-augmented work, you’ll thrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI-powered collaboration, we’d love to meet you.

About the role

We are looking for a strategic, analytically driven FP&A professional to join our team as a Senior Analyst II/Assistant Manager supporting the Commercial sales division with $230M+ in bookings. This role will be instrumental in driving financial planning, performance analysis, and strategic insights to support business decisions and operational excellence.

The ideal candidate will be adept at budgeting, forecasting, and variance analysis, and will work closely with business leaders to provide financial guidance and actionable insights. Proficiency in tools such as Salesforce, Adaptive Insights, and advanced Excel is essential, with a solid understanding of data analytics and an eye for identifying process improvement opportunities through automation.

What You Will Be Doing

• Strategic Finance & Business Partnership
  • Leading budgeting and forecasting processes for the Enterprise Sales organization, ensuring alignment with strategic goals.
  • Perform detailed customer cohort analysis, including retention trends, churn drivers, and headcount analysis, to inform strategies for improving margins.
  • Collaborate with business leaders to identify opportunities for focusing Marketing and Sales efforts to ensure maintenance of healthy pipeline coverage.
  • Deliver high-impact executive presentations and financial models to support decision-making.
  • Track and prepare analysis around Annual Recurring Revenue and Retention Metrices (GRR/NRR).
  • Conduct detailed variance analysis across budget, forecast, and actual, providing clear and actionable commentary.
• Automation, Analytics & Process Excellence
  • Drive automation and process streamlining by internal enhancements and working closely with data analytics team.
  • Translate complex financial data into clear, actionable insights for senior leadership.
  • Integrate and analyze data from platforms including Salesforce, Sigma, Snowflake, and Adaptive Insights to deliver unified financial insights.

What You Will Need for this Position

• 4–8 years of experience in FP&A, financial analytics, or techno-finance roles, preferably in a SaaS or multinational environment.
• Working knowledge of advanced analytics languages (E.g. SQL, Power BI, Sigma, Python) and dashboarding tools for data analysis would be preferable
• Knowledge of AI applications in finance, including the use of agents, prompts, ML models to enhance forecasting, scenario planning, and decision support.
• Advanced Excel skills, including Power Query, PivotTables, and VBA.
• CA, CMA, CFA or Postgraduate in Finance, Commerce, or Economics.
• Hands-on experience with financial systems such as Salesforce, Sigma, Snowflake and Adaptive Insights.
• Excellent communication and presentation skills, with the ability to simplify complex data for diverse stakeholders.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

Disclaimer Beware of Recruitment Scams – Legitimate Cvent recruiting communications will always come from an official ‘[e-mail]’ email. We never request any payments or ask for sensitive personal or financial information via chat or social media platforms. For more information, please visit: https://www.cvent.com/en/notice-recruitment-fraud