Finance Manager – Financial Planning/Financial Analysis & Strategy – SaaS – CA Corenza

The Corporate Institute; Pune District; On-site; INR 3,000,000 - 5,000,000; Full time

Job summary

The Corporate Institute in Pune, India seeks a senior FP&A leader to provide strategic financial insights and decision support across functions. The role involves budgeting, forecasting, and modeling for growth initiatives in a SaaS environment.

You will drive automation of reporting and deliver actionable analyses to executive leadership, with a strong emphasis on cash flow, profitability, and capital allocation.

Qualifications

• CA with 10–12 years of experience in FP&A, business finance or strategic finance.
• Experience in SaaS, subscription, technology, B2B software or CPaaS preferred.
• Strong forecasting discipline with proven budgeting and variance-management ability.

Responsibilities

• Partner with the COO and business leaders to provide strategic financial insights and decision support.
• Lead budgeting, forecasting, and long-range financial planning across the org.
• Develop financial models for new products, market expansion, and AI initiatives.
• Analyze SaaS metrics (ARR, MRR, NRR, gross margin, EBITDA) and provide actionable recommendations.
• Drive automation of financial reporting using Power BI, Excel, and Power Query.
• Prepare boards and leadership reporting packs with meaningful business insights.

Skills

Budgeting and Forecasting

Finance strategy

Financial Planning

Education

CA (Chartered Accountant) with 10–12 years experience

Tools

Power BI

Excel

Power Query

Job description

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