Head of Financial Planning & Analysis (FP&A)

Kore.ai is a pioneering force in enterprise AI transformation, empowering organizations through our comprehensive agentic AI platform. With innovative offerings across "AI for Service," "AI for Work," and "AI for Process," we're enabling over 400+ Global 2000 companies to fundamentally reimagine their operations, customer experiences and employee productivity.

Our end-to-end platform enables enterprises to build, deploy, manage, monitor, and continuously improve agentic applications at scale. We've automated over 1 billion interactions every year with voice and digital AI in customer service, and transformed employee experiences for tens of thousands of employees through productivity and AI-driven workflow automation.

Recognized as a leader by Gartner, Forrester, IDC, ISG, and Everest, Kore.ai has secured Series D funding of $150M, including strategic investment from NVIDIA to drive Enterprise AI innovation. Founded in 2014 and headquartered in Florida, we maintain a global presence with offices in India, UK, Germany, Korea, and Japan.


You can find full press coverage at https://kore.com/press/


POSITION: Head of Financial Planning & Analysis (FP&A)


POSITION SUMMARY: The Head of FP&A will be a strategic finance leader responsible for building a best in-class FP&A function for a rapidly scaling enterprise SaaS, preparing for Series E funding and beyond. This role combines deep hands-on FP&A expertise, advanced financial automation, and strategic business partnering across Product, Revenue, Sales Operations, RevOps, and GTM leadership.


LOCATION: Hyderabad (Work from Office)


RESPONSIBILITIES:


Strategic FP&A Leadership

• Own company-wide FP&A including annual operating plans, long-range planning (3–5-year models), rolling forecasts, and scenario planning.

• Act as a trusted advisor to the CFO, CEO, and Executive Leadership Team.

• Drive data-backed decision-making across pricing, headcount, margin, and growth investments.

• Build FP&A capabilities scalable from Series E to IPO readiness.

 

Management & Board Reporting

• Design and deliver best-in-class management reporting with strong narrative and variance analysis.

• Own Board, Investor, and Lender reporting packs.

• Support fundraising, diligence, and investor Q&A.

• Align operational metrics with financial outcomes.

 

Advanced Automation & Financial Systems

• Architect finance automation to reduce manual effort and improve scalability.

• Build advanced Excel models, including macros (VBA) and automated templates.

• Define standardized templates across FP&A, RevOps, and Sales Ops.

• Integrate FP&A with ERP, CRM, and BI tools.

 

Revenue, RevOps & Sales Operations Partnership

• Own financial planning for Revenue, Sales, Marketing, and Customer Success.

• Build revenue forecasting models using pipeline and ARR dynamics.

• Design commission plans, incentive structures, and bonus payout models.

• Partner with RevOps on metrics, dashboards, and cadence.

 

SaaS Metrics & Unit Economics

• Own ARR, MRR, NRR, GRR, CAC, LTV, Payback, churn, and margin analytics.

• Drive unit economics and cohort analysis.

• Support pricing and discounting strategy.

 

Series E & Enterprise SaaS Readiness

• Build investor-grade financial models.

• Support due diligence and data rooms.

• Improve forecast accuracy and accountability.

• Align FP&A with accounting and controls.

• Support IPO readiness roadmap.

 

Team Leadership

• Build and mentor a high-performing FP&A team.

• Drive culture of automation, ownership, and excellence.


QUALIFICATIONS / SKILLS REQUIRED:

• 15+ years in FP&A with senior leadership experience.

• Enterprise SaaS or high-growth B2B experience preferred.

• Series D/E or IPO-prep exposure.

• Expert-level Excel and automation skills.


EDUCATION QUALIFICATION:


• CA / CPA / CFA / MBA (Finance) preferred.


Why Join Us?

At Kore.ai, you won't be maintaining quality for conventional software—you'll be defining what quality means for an entirely new category of platform technology that enables enterprise-scale agentic applications. Your work will directly influence how the world's leading organizations build, deploy, and trust AI systems, establishing standards that could transform the industry.


Join us in building not just a better platform, but the frameworks that ensure enterprise agentic applications deliver on their transformative promise safely, effectively, and responsibly at scale.




General Administration

Hyderabad, India

Share on:

Terms of servicePrivacyCookiesPowered by Rippling