Senior Financial Planning & Analysis

Who Are We?
Roambee is a B2B enterprise SaaS company that offers visibility and intelligence in supply chains that enables on-time, in-full, in-compliance delivery of shipments and assets anywhere in the world. 300+ enterprises, including 50 of the top 100 global companies in the Pharma, Food, Electronics, Chemicals, Automotive, Packaging & Containers, and Logistics sectors rely on our innovative AI-powered platform, powered by item-level, first-hand IoT sensor data which is enterprise-grade and proven.
Roambee was recognized in 2022 Gartnerregistered Tracking and Monitoring Business Process Context: Magic Quadranttrade mark for Real-Time Transportation Visibility Platforms.’ It has also earned the badge of Leader - Summer 2022 on the real-time G2 Gridregistered for the top Asset Tracking Software products. We are backed by marquee investors and are headquartered in the Silicon Valley, USA with offices in Mexico, UK, Germany, UAE, India and Japan.
We are seeking an experienced and dynamic Manager / Senior Manager Financial Planning & Analysis.
Location: Mumbai
Working: Hybrid
What You Will Do:
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures.

• Build KPIs and dashboards by connecting various systems together.
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.
• Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools (budget vs actual analysis, deep understanding of KPI metrics)
• Ad-Hoc Reporting and Analysis.
• Quarterly and monthly financial reports.
• Implement and work with a Business Intelligence Tool and Dashboard reports.
• Develop financial models and analyses to support strategic initiatives.

• Analyze complex financial information and report to provide accurate and timely financial recommendations to the leadership team for decision-making.
• Supporting senior leadership and department heads with in-depth analysis.
• Identify and understand business challenges; propose and create solutions.
• Prepare presentations to the Board and senior leadership that provide insightful analysis, identify required action items, and effectively frame decisions to be made.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
  

Requirements

• Bachelor’s degree in finance, accounting, economics, or related area & MBA (Finance)
  

Strong Financial Modeling Skills: Ability to construct detailed financial models to forecast revenue, understand cash flows, and project future growth. This is crucial for a Roambee given its subscription-based revenue model.
Understanding of SaaS Metrics: Familiarity with key SaaS metrics such as Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Customer Acquisition Cost (CAC), Lifetime Value (LTV), Churn Rate, etc. These metrics are vital for assessing the health and growth of a SaaS business.
Strategic Planning and Analysis: Capability to use financial data to inform strategic decisions, identify growth opportunities, and provide actionable insights. This involves not just reporting on numbers but analyzing them to guide business strategy.
Budgeting and Forecasting: Experience in creating accurate budgets and forecasts that align with the company’s strategic goals. In a SaaS context, this includes understanding how to allocate resources efficiently across different growth initiatives.
Accounting Proficiency: Strong background in accounting principles and practices, especially those relevant to SaaS companies like revenue recognition, expenses, and deferred revenue.
Tech-Savvy: Comfortable with accounting and financial software, spreadsheets (advanced Excel skills), and SQL for data analysis. Experience with SaaS-specific tools and platforms is a plus.
Communication Skills; Ability to communicate complex financial information clearly and understandably to stakeholders across the company, including those without a finance background.
Adaptability and Problem-Solving: The SaaS industry is fast-paced and ever-changing. Candidates should demonstrate adaptability, forward-thinking, and the ability to solve complex problems as they arise.
In addition:

• Hands- on experience in planning, reporting and data analysis.
• Prior experience in providing decision support to business unit leadership and/operations leaders including Sales, Operations IT, HR, or Marketing.
• Experience in analyzing financial data and conducting presentations to leadership.
• Knowledge of planning systems.
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Demonstrated ability to influence others through effective verbal and written communication
• Demonstrated ability to drive projects across an organization
  

Benefits

• Provident Fund, Gratuity, Maternity benefit as applicable, Paternity leave, ESIC, PTO and Public holidays
• We provide Group Mediclaim insurance for employees and their family
• Group Personal Accident Policy