Associate Director – FP&A

About the job

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.

Requirements

• SaaS metrics
• Financial modeling
• Analytical skills

Qualifications

• CA

Preferred Technologies

• SaaS metrics
• Financial modeling
• Analytical skills

About the company

CleverTap is the leading all-in-one customer engagement platform, trusted by over 2,000 global brands—including 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.