FP&A Director (Qualified CA) at Uniphore

Bengaluru, Karnataka, India

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, AIIndustries

Requirements

CA/CWA or equivalent qualification
10+ years of progressive FP&A experience, including at least 3 years in a leadership role
Proven SaaS industry expertise, ideally in a high-growth or public company environment
Strong command of financial modelling and accounting principles, with deep understanding of integrated financial statements (P&L, BS, CF)
Demonstrated experience partnering with executive leadership and influencing cross-functional teams
Advanced skills in Excel and PowerPoint; ability to translate complex financial data into actionable insights
Hands-on experience with FP&A platforms such as NSPB, Essbase/Hyperion, Adaptive, or Planful
Familiarity with NetSuite and Salesforce or similar ERP and CRM systems
Successful track record in managing system integrations and finance process transformation projects
Public SaaS company experience, preferably recently IPO

Responsibilities

Lead Corporate FP&A: Drive company-wide budgeting, forecasting, and long-range planning processes across all functions and geographies
Business Partnering: Serve as strategic finance partner to ELT members and departmental leaders to guide operational planning, resource allocation, and financial performance
Financial Modelling & Scenario Planning: Develop and maintain detailed models for P&L, balance sheet, and cash flow; perform scenario and sensitivity analyses to support strategic initiatives
Forecast Governance: Lead the consolidation and accuracy of company forecasts and budgets, ensuring alignment across finance, operations, and strategy
Strategic Initiatives: Support M&A, fundraising, and other strategic initiatives with financial due diligence, integration modelling
Systems Leadership: Oversee the implementation, administration, and continuous improvement of financial planning systems (e.g., NSPB, Adaptive, Planful), ensuring seamless integration with ERP (NetSuite) and CRM (Salesforce)
Team Leadership: Build and mentor a high-performing FP&A team, promoting continuous development, collaboration, and accountability
Finance Transformation: Drive process improvements, automation initiatives, and data integrity efforts to scale the FP&A function as the company grows

Skills

FP&A

Financial Modeling

Budgeting

Forecasting

Long-range Planning

P&L

Balance Sheet

Cash Flow

Scenario Analysis

Sensitivity Analysis

Essbase

Hyperion

Adaptive

Accounting

Uniphore

Automates customer interactions with AI solutions

About Uniphore

Uniphore specializes in conversational AI solutions that automate and improve customer interactions. Its main products include tools for conversational automation, analytics, and virtual assistants, which help businesses enhance their customer service operations, cut costs, and boost service quality. Uniphore's technology integrates with existing customer service systems to automate routine tasks and provide real-time insights into customer interactions, making it easier for service agents to respond quickly and personally. Unlike many competitors, Uniphore has a strong focus on the financial services sector, serving notable clients like BNP Paribas Wealth Management and PNB MetLife. The company's goal is to empower businesses to leverage AI for better customer engagement and operational efficiency, generating revenue through a subscription model that allows clients to scale their usage as needed.

Palo Alto, CaliforniaHeadquarters

2008Year Founded

$592.1MTotal Funding

SERIES_ECompany Stage

Data & Analytics, AI & Machine Learning, Financial ServicesIndustries

501-1,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Holidays

Stock Options

Risks

Integration challenges from acquisitions may disrupt existing operations and client services.

Over-reliance on new technologies like X-Stream may lead to technical failures.

Expansion into emotional AI may face ethical and privacy concerns, impacting reputation.

Differentiation

Uniphore integrates emotional AI to enhance customer interactions with emotional cues.

The company offers a Zero Data AI Cloud for secure, efficient data processing.

Uniphore's X-Stream platform accelerates RAG app development with unified knowledge architecture.

Upsides

Acquisitions of ActionIQ and Infoworks expand Uniphore's AI-powered offerings significantly.

Generative AI in U-Analyze provides deeper insights from text, voice, and video interactions.

Recognition on Deloitte Technology Fast 500 highlights Uniphore's rapid growth and innovation.

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