Sorry. This page is not yet translated.

Freshworks is a leading provider of cloud-based customer engagement software.

Lead Financial Planning & Analysis (Sales Finance)
Chennai, IN
Job Description / Skills Required

The Company

Freshworks provides innovative customer engagement software for businesses of all sizes, making it easy for teams to acquire, close, and keep their customers for life. Freshworks Software-as-a-Service (SaaS) products provide a 360-degree view of the customer, are ready to go, easy to use, and offer a quick return on investment. Headquartered in San Mateo, USA, Freshworks 2,000+ team members work in offices throughout the world. Freshworks has global offices in India, Singapore, Australia, UK, Netherlands, France and Germany.  The company counts over 220,000 businesses in its customer-for-life community around the world including Honda, Bridgestone, Hugo Boss, University of Pennsylvania, Toshiba, Sling TV and Cisco.

Freshworks’ suite of products that transform the way world-class organizations collaborate with customers and co-workers, include Freshdesk (Omni-channel customer support), Freshservice (IT Service Desk), Freshsales (Intuitive fully-integrated CRM), Freshmarketer (Marketing Automation Suite), Freshteam (HR Management System for growing teams), Freshchat (Modern messaging software) and Freshcaller (Cloud PBX system).

Freshworks has received numerous accolades from analysts and media including making it to Forbes’ Cloud 100 list, Economic Times Startup of the Year, 2019 LinkedIn Top 25 Companies to work for in India and a listing on the Magic Quadrant for CRM Customer Engagement & IT Service Management. While Freshworks has had incredible organic growth over the last few years, the company also has made targeted acquisitions that add critical capabilities to the portfolio including Natural Language Processing, Chatbots, Machine Learning, Social and Messaging Transformation. Freshworks has raised over $400 million in capital and is funded by Accel, CapitalG, Sequoia Capital and Tiger Global Management. More information is available at

Job Role : 

The Lead FP&A  will report into the Manager - Sales Finance. He/She wiill work closely with the FP&A Leader to identify and conceptualize the right ways of looking at the business, prepare relevant reports, track the right metrics and provide analytical insights that help drive business outcomes. 

The key focus of the role is to partner with the Sales/GTM Org to :

  • Support the revenue growth objectives

  • Focus on high impact financial decisions

  • Drive predictability

  • Assist with cost control and optimization measures

Responsibilities :

  • Preparation of monthly scorecard and metrics at a product level

  • Support the development of the annual operating plan for the company

  • Work closely with the accounting team to ensure accurate accounting for all cost line items, including cost center and allocations, if any

  • Alignment with Strategic Sourcing: Coordinate with Strategic Sourcing to ensure that all key tools, services and other procurements for the GTM org are properly validated, appropriate controls are in place regarding usage, vendor selection, cost negotiation etc. 

  • Plan vs. actuals (monthly): Prepare and share monthly reports for each geo as well as at an overall GTM level that include actual performance (ARR, S&M expenses, payback, OpEx etc.).  Analyze variances and report key insights into reasons

  • Geo wise and channel wise P&L reporting

  • Providing insights, trends along with tracking and reporting key metrics to the management

  • Tracking selling & marketing spend and calculating the ROI for the same

  • Adhoc reporting and analysis

  • Work closely with the broader finance team and key stakeholders

  • Review of key metrics/operational performance with key stakeholders

Requirements :

  • CA / MBA with 6 - 9 years’ experience in an FP&A role

  • Advanced Excel-based modeling skills and PowerPoint skills

  • Experience in an IT software / product company would be preferred. SaaS experience is a plus

  • Exposure to planning, financial analysis tools such as Anaplan, Hyperion, a plus

  • Demonstrated ability to derive analytical insights from trended data

  • Strong communication and interpersonal skills

  • Excellent verbal and written skills

  • Ability to manage competing priorities and work independently while meeting deliverables under tight time constraints.