Manager- Strategic Business Finance (FP&A)

Conversive (Formerly SMS Magic); Pune District; On-site; INR 4,000,000 - 7,500,000; Full time

Job summary

Conversive (SMS Magic) is seeking an experienced Manager – Strategic Business Finance (FP&A) to partner with the COO and senior leadership, driving strategic financial outcomes across Sales, Marketing, Product, Engineering, and more in a fast-growing global SaaS organization.

The ideal candidate will bring strong FP&A fundamentals, commercial finance know-how, pricing strategy experience, and a track record in building scalable FP&A processes with governance and automation.

Qualifications

• CA is mandatory for the role.
• Experience in FP&A, business finance, or strategic finance.
• SaaS/tech industry experience highly preferred.
• Strong business partnering and executive communication skills.

Responsibilities

• Partner with the COO and leaders to provide strategic financial insights.
• Collaborate with Sales, Marketing, Product, Engineering, Customer Success, and Procurement to improve performance.
• Lead annual operating plans, budgeting, forecasting and long-range planning.
• Develop financial models for new products, market expansion and AI initiatives.
• Present monthly reviews to executive leadership with actionable recommendations.
• Drive automation across FP&A reporting using Power BI, Excel, and dashboards.

Skills

Strategic partnering

FP&A expertise

Commercial finance

Financial modeling

Executive reporting

Automation & BI

Leadership & collaboration

Education

Chartered Accountant (CA) – Mandatory

MBA (Finance) / CFA – Preferred

Tools

Power BI

Excel

Job description

Manager- Strategic Business Finance (FP&A)

10+ Years

Pune

Full-Time

Manager – Strategic Business Finance (FP&A)

What will you create and do?

We are looking for an experienced Manager – Business Finance (FP&A) to partner directly with the COO and business leadership in driving strategic decision-making across Sales, Marketing, Product, Engineering, Customer Success, and Procurement.

At Conversive (SMS Magic), Finance is more than reporting numbers—it is a strategic business partner that enables sustainable growth, profitability, and innovation. In this highly visible leadership role, you will translate business strategy into financial outcomes by driving commercial decision-making, investment planning, pricing strategies, business performance, and capital allocation.

The ideal candidate combines strong FP&A fundamentals with commercial finance expertise, SaaS business understanding, pricing strategy, business partnering, automation, and executive stakeholder management. This role offers an opportunity to build scalable business finance processes and influence the growth journey of a global SaaS organization.

What will qualify you for this role?

• Strategic Business Partnering – Ability to influence business decisions by partnering with Sales, Marketing, Product, Engineering, Customer Success, Procurement, and Leadership teams.
• Financial Planning & Analysis (FP&A) – Strong expertise in budgeting, forecasting, annual operating plans, long-range planning, variance analysis, and business performance management.
• Commercial Finance – Experience evaluating pricing strategies, enterprise deal structures, profitability, customer economics, and commercial proposals.
• Financial Modeling & Decision Support – Expertise in building business cases, ROI models, scenario planning, investment analysis, and capital allocation.
• Executive Reporting – Experience preparing Board, Investor, and Executive Leadership reporting with actionable business insights.
• Business Intelligence & Automation – Ability to leverage Power BI, Excel, dashboards, automation, and AI-enabled reporting to improve business visibility.
• Process Excellence & Governance – Strong experience building scalable FP&A processes, improving financial controls, and driving operational efficiencies.
• Leadership & Stakeholder Management – Ability to influence senior stakeholders, mentor finance teams, and drive cross-functional collaboration.

Desired Skills:

• Strategic Thinking and Commercial Acumen
• Strong Analytical and Problem-Solving Skills
• Business Storytelling & Executive Communication
• High Ownership and Accountability
• Data-Driven Decision Making
• Process Improvement and Automation Mindset
• Cross-functional Collaboration
• Leadership and Team Development

Experience Range:

• 10–15 Years
• 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

Education Qualification:

• Chartered Accountant (CA) – Mandatory
• MBA (Finance) / CFA – Preferred

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.

Key Performance Indicators (KPIs):

• Forecast Accuracy
• Budget vs Actual Variance
• Business Partner Satisfaction
• Gross Margin & EBITDA Improvement
• Pricing & Profitability Analysis Effectiveness
• ARR, MRR, NRR & Customer Profitability Reporting Accuracy
• Automation of FP&A Reports and Dashboards
• Capital Allocation Efficiency
• ROI of Strategic Business Initiatives
• Process Improvement & Financial Governance Compliance
• Team Development and Stakeholder Engagement

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.”

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