Manager Finance - FP&A

Keka Technologies Private Limited; Pune District; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Conversive (SMS Magic) seeks a highly analytical Manager - FP&A to establish and lead the business partnering function, aligning strategy with financial outcomes. You will work with Sales, Marketing and Product/R&D to drive budgeting discipline, forecast performance and provide data-driven insights for strategic decisions.

The role demands strong financial modelling, SaaS understanding, and collaboration with cross-functional leaders to optimize capital allocation and drive sustainable growth.

Qualifications

• Strong understanding of SaaS business models, revenue streams and cost structures.
• Experience in budgeting, forecasting, and variance analysis.
• Proficient in ROI, NPV and business case preparation.
• Ability to translate financial data into clear, actionable insights.
• Excellent stakeholder management and cross-functional collaboration.
• Proficient with Excel/Google Sheets for financial analysis.

Responsibilities

• Act as the finance partner for Sales, Marketing and Product/R&D with cross-functional leaders.
• Lead budgeting and rolling forecasts and monitor variances.
• Oversee PR/PO approval to ensure budget compliance and cost controls.
• Develop monthly reporting packs for functional teams and leadership.
• Build business cases and ROI analyses for new initiatives.
• Develop scalable finance processes and reporting frameworks.
• Mentor 1–2 analysts aligned with functions.

Skills

SaaS finance

Budgeting & forecasting

Financial modelling

Stakeholder management

Excel/Sheets

Education

Chartered Accountant (CA)

MBA in Finance

Tools

Tableau

Power BI

Excel

Job description

We are looking for a highly analytical and business-oriented Manager - FP&A to establish and lead the business partnering function at Conversive (SMS Magic) . In this role, you will work closely with Sales, Marketing, and Product/R&D leadership , providing financial insights, budgeting discipline, and strategic decision support.

You will play a key role in aligning business strategy with financial outcomes , ensuring efficient capital allocation, improving financial visibility across functions, and supporting leadership with data-driven recommendations. The role requires strong financial modeling, SaaS business understanding, and stakeholder management to help drive sustainable growth.

What will qualify you for this role?

Strong understanding of SaaS business models, revenue streams, and cost structures

Proven experience in budgeting, forecasting, and variance analysis

Strong financial modeling skills including ROI, NPV, and business case preparation

Ability to translate complex financial data into clear, actionable business insights

Strong analytical thinking and problem-solving capability

Ability to build strong relationships with cross-functional leaders and business teams

Excellent communication and stakeholder management skills

Strong proficiency in Excel / Google Sheets for financial analysis and modeling

Desired Skills:

Deep understanding of SaaS metrics such as ARR, MRR, CAC, LTV, and revenue recognition

Experience working with BI tools such as Tableau, Power BI, or similar platforms

Experience supporting Sales, Marketing, and Product functions in financial planning

Ability to identify cost optimization opportunities and operational efficiencies

Strong attention to detail with a structured approach to financial planning and reporting

Experience Range:

5 – 7 Years

Education Qualification:

Chartered Accountant (CA) or MBA in Finance from a reputed institution

Key Responsibilities:

Business Partnering

Act as the finance partner for key business functions including Sales, Marketing, and Product/R&D

Build strong relationships with functional leaders and provide clear financial insights to support decision-making

Align business activities with financial goals and overall company strategy

Budgeting & Forecasting

Partner with business teams to prepare annual budgets and rolling forecasts

Monitor actual performance against budgets and ensure accountability across teams

Provide insights on variances and recommend corrective actions

Expense & Procurement Oversight

Oversee PR/PO approval processes to ensure compliance with budgets and internal policies

Track vendor spend and evaluate opportunities for cost optimization and efficiency improvements

Performance Analysis & Reporting

Conduct detailed analysis of functional performance against budgets and benchmarks

Develop and present monthly reporting packs for Sales, Marketing, and Product teams

Identify areas of overspend, underutilization, or operational inefficiencies

Decision Support & ROI Analysis

Build business cases and financial models for new initiatives, marketing campaigns, and product investments

Provide recommendations to leadership to optimize capital allocation and investment decisions

Process Development

Establish scalable business finance processes and frameworks across business functions

Standardize reporting methodologies to improve financial transparency and accountability

Lead and mentor 1–2 analysts aligned with business functions (Sales/Marketing and Product/Procurement)

Build a culture of proactive financial analysis and strong stakeholder partnership

Operational Excellence & Controls

Strengthen financial systems, processes, and reporting frameworks as the company scales

Ensure adherence to internal controls and financial governance practices

Provide recommendations to improve operational efficiency and financial discipline

About Conversive (SMS Magic):

Founded over 10 years ago, Conversive (SMS Magic) has become a trusted messaging leader for businesses around the world. We work with global customers across industries including contact centers, financial services, higher education, retail, staffing, wellness, and more . Our customers range from small and mid-size businesses to large global enterprises.

Our commitment to every customer is:

“We will deliver the most advanced, simple-to-use messaging platform available, so you can focus on the personal touch that sets you apart from your competition.”

If you can confidently demonstrate that you meet the criteria mentioned above, we would love to hear from you.

Conversive (SMS Magic) is committed to inclusiveness, fairness, and accessibility. We encourage all qualified candidates to apply.

“We are an ISO 27001:2013 compliant organization and emphasize information security for our clients.”