Manager - Finance

Role Objective: We are building a lean, high-performing Finance team for 2026 in a SaaS environment. The role requires a passionate, initiative-driven, fast-moving finance professional who takes ownership of collections, revenue operations, compliance, forecasting, and automation.

Key Responsibilities:

• Maintain Client Master Data on a daily basis.

• Maintain and monitor MRR on a daily basis and process MRR reversal for booked/churned accounts.

• Prepare projected cash flow based on expected inflows and outflows.

• Calculate Net Revenue Retention (NRR) on a monthly basis.

• Maintain up-to-date Accounts Receivable (AR) dashboard and ageing.

• Complete VRF forms with supporting documents.

• Obtain approvals on Purchase Orders (POs) and coordinate required changes.

• Raise invoices as per PO terms and contractual agreements.

• Drive payment follow-ups and ensure timely payment realization.

• Secure approvals for churned accounts and raise credit notes.

• Prepare GSTR-1 workings and obtain approvals before filing.

• Ensure clearance and compliance for overseas revenue.

• Categorize inward banking transactions on a daily basis.

• Coordinate with Legal for renewals, addendums, SLAs, and POs.

• Share regular updates on pending renewals with the Customer Success team.

• Escalate payment blockers to CS and Sales teams.

• Control and monitor Unbilled and Deferred Revenue.

• Calculate monthly sales incentives.

• Reconcile TDS receivables with Form 26AS.

• Support forecasting and preparation of financial projections.

• Perform other duties as assigned by the reporting manager.

• Manual Effort Reduction: Automate at least 1-2 finance processes every quarter.

Required Skills & Knowledge:

• Strong working knowledge of ERP's

• 3–5 years of experience in Finance

• Hands-on experience with HubSpot and other Finance tools.

• Expertise in GST, Income Tax, Companies Act, and statutory compliance.

• Strong understanding of SaaS revenue recognition, AR, and cash flow management.

• Experience working with automation tools and process optimization.

• Excellent coordination, follow-up, and communication skills.

• Analytical mindset with forecasting and data-driven decision-making ability.

• High ownership, speed, and bias for action in a startup environment.