Associate Director of Financial Planning and Analysis

About the Role:

We are seeking a highly analytical and strategic Associate Director FP&A to lead financial planning, forecasting, business partnering, and performance management for our fast-growing B2B SaaS business. This role will directly influence strategic decision-making, partner with cross-functional leaders, and drive financial excellence across the organization.

The ideal candidate has strong SaaS metrics experience, exceptional modeling skills, and the ability to scale FP&A processes for a high-growth environment.

What will you do

Financial Planning & Budgeting

• Lead the annual operating plan, quarterly forecasts, and long-range planning processes.
• Build financial models for revenue, cost, cash flow, and scenario planning aligned with SaaS operating rhythms.
• Partner with business leaders to translate strategic goals into financial outcomes.

SaaS Metrics & Business Performance

• Own the company's SaaS performance dashboards and KPIs including ARR, NRR, CAC, LTV, churn, payback period, cohort analysis, and pipeline-to-revenue conversions.
• Conduct deep-dive analysis to identify trends, risks, and opportunities for operational improvement.
• Track product-wise and segment-wise profitability and contribution margins.

Strategic Finance & Decision Support

• Provide financial insights to support pricing decisions, GTM strategy, product investments, and resource allocation.
• Conduct competitive benchmarking and market analysis for SaaS economics.
• Support M&A evaluations, due diligence, and integration planning (if applicable).

Business Partnering

• Serve as a strategic partner to Sales, Marketing, Customer Success, Product, and Engineering teams.
• Review pipeline health, ARR waterfalls, expansion opportunities, and customer behavior insights with the GTM teams.
• Guide business leaders on budget adherence, ROI of initiatives, and efficiencies.

Operational Excellence

• Improve and automate FP&A processes, reporting cadence, and financial tools.
• Ensure accuracy, timeliness, and consistency of financial reporting.
• Implement and enhance systems (NetSuite, Adaptive Planning, Anaplan, Looker, Power BI, etc.).

Management & Leadership

• Lead and mentor a small FP&A team; ensure capability building and high-quality output.
• Work closely with the CFO and leadership team on maintaining high-quality management dashboards, variance analysis, board reporting and investor communication.

What are we looking for

Must have :

• CA, All India Rank and 1st attempt passout is preferred
• 46 years of experience in FP&A, business finance, or corporate strategy in a B2B SaaS or subscription-based company (required).
• Strong understanding of SaaS metrics, operating models, and revenue recognition (ASC 606/Ind-AS 115 preferred).
• Proven experience in building operating plans, managing budgets, forecasts, and executive-level reporting.
• Strong financial modelling, Excel, and BI/dashboarding skills
• Excellent communication, stakeholder management, and presentation skills.

Good to have :

• Advanced Excel/Google Sheets and financial modeling expertise.
• Experience with BI tools and FP&A/ERP systems.

Who will you report to: VP - Finance

Why join us

- Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.

- You are passionate about technology and its impact on the high-growth mobile technology space

- Power personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.

- Flourish in an environment that nurtures Growth and Curiosity

- Empowering employees with Full-Spectrum Benefits and Assistance

Learn More

Get to know us better before you apply!

Check out our product documentation, engineering blog, and customer stories to see how we work and what we value.

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Values

About CleverTap:

CleverTap is the leading all-in-one customer engagement platform, trusted by over 2,000 global brandsincluding marquee Fortune 500 companies to deliver personalized experiences at scale. Recognized as a leader in customer engagement by Forrester and Gartner, and ranked among G2's Top 10 Best Software Companies in India, we empower brands to build long-lasting customer relationships.

At the forefront of our innovation is Clever.AI, driving the next wave of AI-powered engagement. With Clever.AI, brands can stay ahead in a rapidly evolving market, creating deeper connections that spark loyalty and growth. Underpinning Clever.ai is TesseractDB, our purpose-built, 11-patent data platform designed for speed and cost efficiency in customer engagement.

Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap is headquartered in San Francisco, with offices in Seattle, Toronto, Vancouver, London, So Paulo, Bogota, Mexico, Amsterdam, Dubai, Mumbai, Bangalore, Gurgaon, Singapore, Ho Chi Minh City, Manila, and Jakarta.

For more information, visit https://clevertap.com/ or follow us on Linkedin and X.

Join us in shaping the future of engagement.

CleverTap is dedicated to establishing an inclusive culture that welcomes individuals from diverse backgrounds, encouraging them to contribute their unique perspectives to our workplace.