Lead - FP&A
Role - FP&A Lead
The FP&A Lead will be a strategic finance business partner and work with the CFO / Finance Head responsible for financial planning, budgeting, forecasting, scenario modeling, MIS and performance analytics.
Key Responsibilities
• Strategic Planning & Forecasting
• Build annual and quarterly planning cycles: AOP and QOP, 2-3 year strategic plans, forecasts etc
• Build financial models for various scenarios with key drivers like (ARR growth, pricing strategy, GTM expansion, product-led growth)
• Budgeting & Variance Analysis
• Own department-level budgeting exercise for Product, Engineering, Sales, Marketing, and Customer Success
• Perform monthly / Quarterly variance analysis (Plan vs Actual), highlighting key drivers
• SaaS Metrics Ownership
• Track and report key SaaS KPIs (ARR, NRR, CAC, LTV, Payback, RPE, Gross Margin, Net Retention)
• Build dashboards (Power BI/Tableau) and financial scorecards for leadership
• Data Infrastructure & Systems
• Drive automation using tools which streamline process and make them faster
• Build LIVE data models using ARR, Contracts, Success ratios etc to showcase current state and future state helping leaders to make decisions
• Investor & Board Support
• Compile and prepare board decks, investor presentations, and fundraising support material
• Collaborate on valuation, due diligence, and financial narratives
Requirements
• Minimum 4-6 years in FP&A, with at least 2-3 years in SaaS or AI/Tech companies
• Advanced excel knowledge, financial modeling and Proficiency in SaaS metrics is a must
• Knowledge of Power BI/Tableau, Salesforce is required
• Experience in a $10M–$50M ARR environment is highly preferred
• Familiarity with US market is a plus
• Ai tool knowledge shall be a plus
About Us
We're redefining the future of banking with AI. Our cutting-edge Generative AI-powered platform serves over 100 banks and credit unions, delivering hyper-personalized customer interactions across voice, chat, and employee-assisting solutions.
Our mission is to make banking effortless, intelligent, and profitable—enhancing user experience while boosting revenue and efficiency for financial institutions.
We're not just another AI company. Our proprietary AI, built 100% in-house, is designed for zero-shot learning, achieving +0%+ accuracy on Day 1. With a world-class team from Microsoft, ISB, and IIMs, and a 1,800% growth rate in the last year, we're shaping the future of AI in financial services.