Financial Planning and Analysis Lead

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About ColorTokens

ColorTokens

Leader in the Forrester Wave™: Microsegmentation Solutions (Q3 2024)

Join us in transforming cybersecurity. Learn more at www.colortokens.com.

Our culture

We foster an environment that values customer focus, innovation, collaboration, mutual respect, and informed decision-making. We believe in alignment and empowerment so you can own and drive initiatives autonomously.

Self-starters and high-motivated individuals will enjoy the rewarding experience of solving complex challenges that protect some of world’s impactful organizations - be it a children’s hospital, or a city, or the defense department of an entire country.

Company Overview:

ColorTokens is a fast-growing cybersecurity product company that is redefining the way enterprises protect their digital assets. Our market-leading Xshield platform enables Zero Trust microsegmentation and real-time visibility into application traffic, ensuring robust protection against modern cyber threats. We are looking for passionate and driven individuals to join our mission in building cutting-edge security products.

Job Summary

We are looking for a highly analytical and hands-on FP&A Lead to support the financial planning, analysis, and strategic decision-making efforts of our global SaaS organization. This is an on-site, individual contributor role within our India-based Centre of Excellence (COE) and requires strong financial acumen, deep understanding of SaaS business metrics, and the ability to collaborate effectively with global stakeholders. You will work cross-functionally to provide accurate insights, improve forecasting accuracy, and support key financial initiatives that drive business performance.

Key Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, and long-range strategic planning
• Prepare and analyze financial results and provide data-driven insights to senior management and global stakeholders
• Prepare and review monthly, quarterly, and annual financial reports and dashboards
• Collaborate with cross-functional teams to gather data, validate assumptions, and ensure forecast accuracy
• Prepare and analyse key SaaS metrics such as ARR, MRR, churn rate, CAC, and LTV
• Perform variance analysis to identify trends, opportunities, and financial risks
• Support the development of board presentations and investor communication materials
• Streamline and manage recurring reporting processes across regions and product lines
• Drive automation and process improvements to enhance reporting accuracy and reduce manual effort
• Partner closely with global finance teams to align on best practices and improve business decision-making

Required Experience and Qualifications

Education

• CA, MBA (Finance) from reputed institute

Experience

• 5+ years in financial planning & analysis or a similar finance role
• Experience preferably in supporting SaaS or tech businesses
• Proven success in managing global stakeholders and influencing cross-functional teams

Technical Skills

• Strong financial modelling, budgeting, and forecasting expertise
• Hands-on experience with ERP systems (e.g., SAP, NetSuite)
• Proficiency in Excel, PowerPoint, BI and data visualization tools (e.g., Power BI, Tableau)
• Exposure to automation tools and process optimization techniques
• Solid understanding of Indian GAAP, IFRS, and SOX compliance standards

Soft Skills

• Strong analytical and problem-solving mindset
• Excellent oral and written communication skills
• Collaborative team player with effective interpersonal abilities
• Proactive, Self-motivated, comfortable setting up calls with key stakeholders to collect/ understand KPIs
• Strong work ethics, timely delivery, high attention to detail
• Comfortable working in a fast-paced and dynamic global environment.

Join a high-impact global finance team where your insights drive strategic growth. At our Centre of Excellence, you'll collaborate across geographies, innovate on processes, and grow in a high-performance culture that values continuous learning and excellence.