Manager – Financial Planning & Analysis – SaaS BeansBIT

The Corporate Institute; Pune District; On-site; INR 2,500,000 - 3,800,000; Full time

Job summary

The Corporate Institute in Pune invites applications for a senior FP&A role focused on SaaS finance, including ARR, MRR, churn, CAC, and LTV. You will own monthly reporting and lead budgeting and forecasting, partnering with Sales, Marketing, Product, and Operations to drive data-driven decisions.

The ideal candidate has CA (Finance) with 5–7 years in FP&A or business finance, strong analytical and modeling skills, hands-on Excel/BI tool experience, and familiarity with SaaS metrics and revenue

Qualifications

• CA (Finance) from a reputed institution.
• 5–7 years of FP&A and/or business finance experience, preferably in SaaS.
• Strong analytical, modeling and problem-solving abilities.
• Deep understanding of SaaS metrics, ARR/MRR mechanics and revenue recognition.
• Excellent stakeholder management and communication skills to influence non-finance leaders.
• Proactive, strategic mindset with strong business acumen.
• Hands-on with Excel/Google Sheets; exposure to BI tools preferred.

Responsibilities

• Provide entity-wise and consolidated monthly reporting on financials with insights for management.
• Own the budgeting and forecasting cycle (annual, quarterly).
• Build and maintain SaaS financial models for existing and new businesses, including ARR, MRR, churn, CAC, LTV, gross margin, unit economics, etc.
• Track key SaaS metrics and provide insights into growth, retention, and profitability drivers.
• Develop management dashboards and board-level/investor reporting.
• Support fundraising and investor reporting as needed.
• Partner with Sales, Marketing, Product, and Operations teams to provide financial insights and decision support.
• Evaluate new initiatives, pricing models, product launches, and GTM strategies through financial lens.
• Drive ROI analysis on marketing campaigns, product investments, and hiring decisions.
• Act as a bridge between finance and business, enabling data-driven decision making.
• Strengthen financial processes, systems, and reporting as the company scales.
• Support compliances with internal controls and provide recommendations to improve efficiency.

Skills

FP&A experience SaaS

Analytical & modeling skills

Stakeholder management & communication

Strategic mindset & business acumen

Excel/BI tools exposure

Education

CA (Finance)

Tools

Tableau

Power BI

Looker

Job description

Qualifications/ Skills:

• 1. CA (Finance) from a reputed institution.
• 2. 5 – 7 years of experience in FP&A and/or business finance, preferably in SaaS or subscription-based companies.
• 3. Strong analytical, modeling, and problem-solving skills.
• 4. Deep understanding of SaaS metrics, revenue recognition, and ARR/MRR mechanics.
• 5. Excellent stakeholder management and communication skills ability to influence non-finance leaders.
• 6. Strong business acumen and a proactive, strategic mindset.
• 7. Hands-on with Excel/Google Sheets; exposure to BI tools (Tableau, Power BI, Looker, etc.) preferred.

Key Responsibilities:

• 1. Provide entity-wise and consolidated monthly reporting on financials with insights and present to management.
• 2. Own the budgeting and forecasting cycle (annual, quarterly).
• 3. Build and maintain SaaS financial models for existing and new businesses, including ARR, MRR, churn, CAC, LTV, gross margin, unit economics, etc.
• 4. Track key SaaS metrics and provide insights into growth, retention, and profitability drivers.
• 5. Develop management dashboards and board-level/ investor reporting.
• 6. Support fundraising and investor reporting as needed.
• 7. Partner with Sales, Marketing, Product, and Operations teams to provide financial insights and decision support.
• 8. Evaluate new initiatives, pricing models, product launches, and GTM strategies through financial lens.
• 9. Drive ROI analysis on marketing campaigns, product investments, and hiring decisions.
• 10. Act as a bridge between finance and business, enabling data-driven decision making.

Operational Excellence & Controls:

• 1. Strengthen financial processes, systems, and reporting as the company scales.
• 2. Support compliances with internal controls and provide recommendations to improve efficiency.