AVP - Finance and Accounts

*Responsible for talent acquisition and recruitment processes

*Conduct employee onboarding & induction & offboarding.

*Provide support to employees in various HR-related topics such as leaves and compensation and resolve any issues that may arise

Promote HR programs to create an efficient and conflict-free workplace

Assist in *Development and implementation of human resource policies

*Undertake tasks around performance management

*Organize quarterly and annual employee performance reviews

maintain employee files and records in electronic and paper form

*Enhance job satisfaction by resolving issues promptly, organizing team building activities

*Ensure compliance with labor regulations with the coordination of vendor.

Who We Are:

HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. As a profitable, disruptive, and fast-growing SaaS company, they caught the eye of many and recently raised $60M in funding. Headquartered in Dallas, Texas, many team members work for the company remotely from around the world while maintaining a strong company culture and work-life balance. Want to learn more? Check out our website: www.gohighlevel.com

Who You Are:

We are seeking an accomplished Senior Financial Analyst with a focus on SaaS metrics analysis to join the HighLevel team. As a Senior Financial Analyst, you will play a pivotal role in interpreting and reporting key SaaS metrics, providing strategic insights, and driving decision-making processes that contribute to the sustained growth of our SaaS business.

What You Will Do:

●      Own and drive the analysis and reporting of essential SaaS metrics, including Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Churn Rate, Customer Lifetime Value (CLTV), and more.

●      Collaborate with cross-functional teams to develop financial models, forecasts, and scenarios for strategic SaaS initiatives and projects.

●      Evaluate and recommend the financial impact of pricing strategies, subscription plans, and upselling opportunities within our SaaS offerings.

●      Analyze variances between actual SaaS performance and forecasts, offering comprehensive explanations and recommendations.

●      Prepare insightful financial reports and presentations tailored to senior leadership and stakeholders, focusing on SaaS growth and performance.

●      Monitor industry SaaS trends, competitive landscapes, and market shifts to identify potential risks and opportunities.

●      Partner with senior leadership in the development of SaaS-focused financial strategies to increase retention, drive new business and expansion and minimize contraction.

●      Conduct ROI analysis on specific teams, programs or other business business decisions.

What You Bring:

●      Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree is advantageous.

●      7+ years of progressive experience in financial analysis and reporting, with a strong focus on SaaS metrics, preferably within SaaS or technology-driven environments.

●      Advanced proficiency in financial modeling, data analysis, and forecasting, using tools such as Excel or Google Sheets.

●      Solid and strategic grasp of SaaS-specific metrics, business models, and subscription-based billing models.

●      Exceptional analytical skills and a proven ability to translate complex SaaS data into actionable insights.

●      Excellent communication skills, both written and verbal, especially in presenting SaaS financial information to non-financial stakeholders.

●      Strong attention to detail and a history of delivering accurate and timely SaaS-focused financial analyses.

EEO Statement:

At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!

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The role

We are currently seeking results-driven Sales Executives to join our team. The Sales Executive will be responsible for driving revenue growth by acquiring new clients and maintaining strong relationships with existing clients. The Sales Executives will play a key role in expanding our client base and achieving sales targets

Key Responsibilities

• Develop and execute sales strategies to achieve sales targets and revenue goals.
• Identify and target potential clients in the assigned territory through market research, networking, and prospecting.
• Build and maintain strong relationships with existing clients, providing exceptional customer service and addressing their advertising needs.
• Conduct presentations and sales pitches to potential clients, effectively communicating the benefits and features of our transit media advertising solutions.
• Prepare and present sales proposals and contracts, negotiating terms and pricing to secure new business.
• Collaborate with the creative team to develop customized advertising solutions that meet the specific requirements of clients.
• Monitor market trends, competitor activities, and industry developments to identify new business opportunities.
• Meet or exceed sales targets and contribute to the overall growth and success of the company.
• Prepare regular sales reports, providing updates on sales activities, revenue forecasts, and client feedback.
• Stay up-to-date with industry trends and developments in transit media advertising, continuously enhancing product knowledge and sales techniques.

Key skills and experience required

• Bachelor's degree in Marketing, Business Administration, or a related field.
• Strong communication and presentation skills, with the ability to articulate the value proposition of transit media advertising to clients.
• Excellent negotiation and closing skills, with the ability to create win-win solutions.
• Self-motivated and target-driven, with a proactive approach to sales.
• Ability to build and maintain strong relationships with clients and internal stakeholders.

We are looking for a Product Marketer who’ll lead all our marketing activities from social media and digital campaigns to advertising and creative projects.

Product marketer responsibilities include developing plans to help establish our brand, allocating resources to different projects and setting short-term and long-term department goals. If you’re a skilled Marketing strategist, able to inspire your team members, we’d like to meet you.

Ultimately, you will run our Marketing department in ways that promote higher profitability and competitiveness.

• Craft strategies for all Marketing teams, including Digital, Advertising, Communications and Creative
• Prepare and manage monthly, quarterly and annual budgets for the Marketing department
• Set, monitor and report on team goals
• Design branding, positioning and pricing strategies
• Ensure our brand message is strong and consistent across all channels and marketing efforts (like events, email campaigns, web pages and promotional material)
• Analyze consumer behavior and determine customer personas
• Identify opportunities to reach new market segments and expand market share
• Craft quarterly and annual hiring plans
• Monitor competition (acquisitions, pricing changes and new products and features)
• Coordinate sales and marketing efforts to boost brand awareness
• Participate in the quarterly and annual planning of company objectives

About Tredence

Tredence is a global analytics service and solutions company. This is one of the fastest-growing startup in Silicon valley. We have recently raised our Series A private equity. Our capabilities range from Data Visualization, Data Management to Advanced analytics, Big Data and Machine Learning. Our uniqueness is in bringing the right mix of technology and business analytics to create sustainable white-box solutions that are transitioned to our clients at the end of the engagement. We do this cost effectively using a global execution model leveraging our clients' existing technology and data assets. We also come in with strong IP and pre-built analytics solutions in data mining, business intelligence and Big Data. 

Responsibilities & Description of the role

Role requires working with cross-functional teams and involves following key responsibilities –

• Co-own the financial plan of the business unit along with the business head
• Revenue governance (including client interactions for deal closures and contracting; forecasting, revenue recognition)
• Margin governance (including cost take-out initiatives, systemic and sustainable cost control, rate hikes, cost analysis)
• Working capital governance (including unbilled reduction, timely invoicing and collection, improving debt ageing and PDD)
• Commercial Structuring and Deal pricing
• MIS for the business unit including sales performance tracking and other analytics
• People management - internal stakeholder management
• Critical attributes to success would be strong communication, cadence and resilience.
• “Can do” attitude and faster learning curve

Must have Skills

- CA/MBA Finance from Tier I college with 4-5 years of experience

- Proven working experience as a Business Finance Partner

- Experience with creating data models

- Experience with general ledger functions and the month-end/year end close process

- Excellent accounting software user and administration skills

- Working knowledge of Microsoft Office, BI tools, Oracle Netsuite

Why join Tredence?  

There is a reason we are one of the fastest growing private companies in the country! You will have the opportunity to work with some of the smartest, friendliest, hardest working people in the data analytics space. You will work with the latest technologies and interface directly with the key decision stakeholders at our clients, some of the largest and most innovative businesses in the world. Our people are our greatest asset and we value every one of them. Come see why we’re so successful in one of the most competitive and fastest growing industries in the world.

Tredence 5 core values

• Think Impact
• Be Entrepreneurial
• Constantly curious
• Do the right thing
• Pursue Excellence

• CA or MBA qualification
• Minimum 8 years post-qualification Experience in Finance (preferably in NBFC for few years)
• Ability to understand the intricacies of Finance, Ind-AS, Tax and Regulations
• Able to work with CEO and Senior management
• Manage the finance & accounts team, to deliver high-performance

Key Skills:

• Communication: Clarity, Articulation and English
• Conceptual & Critical thinking
• Positive Attitude and Positive Energy
• Self-starter, self-motivated and aspirational
• Attention to Detail
• Outcome orientation & Execution skills handling multiple priorities
• Financial analysis & financial concepts
• Good understanding of Finance operation process and Month end close reporting

Other Good To Have Skill:

• Domain skills on Banking, NBFC, etc
• Understanding of Risk Management              

What Will You Be Doing?

• Closely work with CEO and provide finance support to achieve business goals
• Responsible for the Finance Team of NFS (as a Head of Finance) – set aspiring goals, continuously connect & provide feedback to bring out the best from the team
• Insightful BU reporting (Internal) to highlight the deviation from plan & scope for improvement
• Timely and reliable submission of Statutory reporting and drive 100% compliance
• Create value through cost savings champion and tax optimization
• Present financial performance and other matters, to CEO and Board
• Timely audit of accounts (as per companies act), RBI and Taxation
• Responsible for managing Internal Audit and continuously monitor controls & efficiency
• Responsible to manage banking relationship for the operational banking
• Drive systems & process improvements and ensure robust internal controls

• Cable or wire marketing back ground is preferable.
• Communicate with office & production team for status of order and position of sales.
• Prepare monthly, weekly or daily sales analysis.
• Work closely with business Development team.
• Identifying and target new clients from different industries.
• Conducting regular research on prospects for an in-depth analysis of their businesses and associated needs.
• Generating new business from these clients.
• Converting these new businesses into key accounts.
• Developing new business initiatives with the client to increase the share of wallet.
• Understanding clients brief and articulate it into meaningful deliverable.
• Obtaining client feedback and drive increases in client satisfaction and engagement.
• Driving client service excellence and a culture of delighting clients.
• Achieving Top and Bottom line Revenue & Profitability.
• Work with strong ethics and follow company's work-guidelines and procedures.
• Pitching for new business development, building and maintaining strong relationships with key accounts and agencies.
• Responsible for Sales Business targets.
• Follow up continuously with clients.
• Recommend and do approvals, certifications etc.