FP&A; Executive | Finance

ROLE OVERVIEWSaras Analytics is looking for an FP&A; Executive to own the planning, forecasting, and performance-analysisengine for our SaaS business. This is a numbers-and-narrative role: you will build and maintain the modelsbehind our revenue and cost plans, explain what moved and why, and turn that into crisp reporting formanagement and board reviews. Strong Excel, Power BI, and PowerPoint skills are the tools of the trade .the core expectation is comfort with SaaS financials and metrics, and the judgement to translate them intodecisions.

KEY RESPONSIBILITIES• Build and maintain the AOP, budgets, and rolling forecasts, including the ARR/MRR revenue build andheadcount and cost models.• Run monthly budget-vs-actual and forecast variance analysis, with explicit written commentary on whatmoved and why.• Track and explain core SaaS metrics — ARR, MRR, churn, NRR, CAC, LTV, and pipeline conversion.• Own the management reporting pack and board decks, including dashboards, executive summaries, andone-pagers.• Partner with Sales, Customer Success, and Product to keep numbers consistent across CRM, billing, andfinance systems, automating recurring reports along the way.

MUST-HAVE SKILLS• SaaS metrics — working knowledge. Able to compute, report, and explain ARR/MRR, churn, NRR, CAC,LTV, and pipeline conversion, and speak to what drove a change.• Sound understanding of financials. P&L;, cash flow,



and revenue recognition fundamentals; able to tieoperational metrics back to the financial statements.• Advanced Excel. Financial modelling, pivots, Power Query, lookup and array formulas, and cleanauditable model structure.• Power BI and PowerPoint. Data modelling and DAX for dashboards; decks that lead with a point of viewrather than a wall of charts.• Analytical rigour. Numbers tie, assumptions are stated, and errors get caught before they reach theboard pack.

GOOD TO HAVE• You have worked in a SaaS or subscription business before and know how the revenue actually flows.• You can pull your own data — SQL, a data warehouse, or raw billing and product-usage files.• You have automated reports so they run themselves, using Power Query, Power BI, macros, or PowerAutomate.• You have used a planning or billing tool such as Anaplan, Cube, Pigment, Zuora, or Chargebee.• You go a level deeper on metric definitions — gross vs net retention, ARR waterfalls, CAC payback, Ruleof 40.

QUALIFICATIONS• MBA (Finance), CA, or CMA — or an equivalent qualification in Finance, Commerce, Business, orAnalytics.• 2–5 years in FP&A;, business finance, business analytics, or MIS, preferably in a SaaS or technologycompany.• Advanced Excel, working knowledge of Power BI, and the ability to build an executive-ready PowerPointdeck.

📌 Financial Planning and Analysis Specialist (Mumbai)
🏢 Saras Analytics
📍 Mumbai