Team Lead

Cvent is a leading meetings, events, and hospitality technology provider with more than 4,800 employees and ~22,000 customers worldwide, including 53% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we're transforming the meetings and events industry through innovative technology that powers human connection.

The DNA of Cvent is our people, and our culture has an emphasis on fostering intrapreneurship – a system that encourages Cventers to think and act like individual entrepreneurs and empowers them to take action, -embrace risk, and make decisions as if they had founded the company themselves. At Cvent, we value the diverse perspectives that each individual brings. Whether working with a team of colleagues or with clients, we ensure that we foster a culture that celebrates differences and builds shared connections.

About the role

We are looking for a strategic, analytically driven FP&A professional to join our team as a Senior Analyst II/Assistant Manager supporting the Enterprise sales division with $230M+ in bookings. This role will be instrumental in driving financial planning, performance analysis, and strategic insights to support business decisions and operational excellence.

The ideal candidate will be adept at budgeting, forecasting, and variance analysis, and will work closely with business leaders to provide financial guidance and actionable insights. Proficiency in tools such as Salesforce, Adaptive Insights, and advanced Excel is essential, with a solid understanding of data analytics and an eye for identifying process improvement opportunities through automation.

What You Will Be Doi
ng

• Strategic Finance & Business Partnership
• Leading budgeting and forecasting processes for the Enterprise Sales organization, ensuring alignment with strategic goals.
• Perform detailed customer cohort analysis, including retention trends, churn drivers, and headcount analysis, to inform strategies for improving margins.
• Collaborate with business leaders to identify opportunities for focusing Marketing and Sales efforts to ensure maintenance of healthy pipeline coverage.
• Deliver high-impact executive presentations and financial models to support decision-making.
• Track and prepare analysis around Annual Recurring Revenue and Retention Metrices (GRR/NRR).

• Conduct detailed variance analysis across budget, forecast, and actual, providing clear and actionable commentary.

• Automation, Analytics & Process Excellence

• Drive automation and process streamlining by internal enhancements and working closely with data analytic team.
• Translate complex financial data into clear, actionable insights for senior leadership.
• Integrate and analyze data from platforms including Salesforce, Sigma, Snowflake, and Adaptive Insights to deliver unified financial insights.

What You Will Need for this

• Position 5 – 8 years of experience in FP&A, financial analytics, or techno-finance roles, preferably in a SaaS or multinational environment.
• Working knowledge of advanced analytics languages (E.g. SQL, Power BI, Sigma, Python) and dashboarding tools for data analysis would be preferable.
• Knowledge of AI applications in finance, including the use of agents, prompts, ML models to enhance forecasting, scenario planning, and decision support.
• Advanced Excel skills, including Power Query, PivotTables, and VBA.
• CA, CMA, CFA or Postgraduate in Finance, Commerce, or Economics.
• Hands-on experience with financial systems such as Salesforce, Sigma, Snowflake and Adaptive Insights.
• Excellent communication and presentation skills, with the ability to simplify complex data for diverse stakeholders.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.