Associate Director - Finance

About the Role:

As a Associate Director - Finance at CleverTap you’ll play a critical role to own end-to-end Order-to-Cash, Global Payables, Controllership, and Compliance operations across CleverTap’s multi-entity global structure. In this role, You will run the Global Controllership Algorithm and Compliance Calendar with zero missed timelines, drive AI-led transformation across finance operations, and act as a hands-on operating partner to the CFO on treasury, tax, ESOP, and the ongoing Reverse Flip restructuring.

What will you do :

Order to Cash & Global Payables

• Own end-to-end Order-to-Cash (O2C) operations, including invoicing, collections, overages, contract billing, and reconciliations.

• Manage global payables, vendor payments, employee reimbursements, and inter-company transactions across geographies.

• Drive AI-led automation across billing, collections, customer queries, and payment workflows.

• Ensure compliance with global payment regulations, statutory deductions, and approval frameworks.

Controllership & Compliance

• Lead global controllership, ensuring timely financial close, reporting, and execution of key finance processes.

• Manage statutory, tax, and regulatory compliance across all global entities with zero compliance breaches.

• Coordinate internal, external, and statutory audits while maintaining robust SOPs and internal controls.

• Drive global tax planning, compliance, and process improvements.

Payroll, ESOP & Equity Management

• Oversee accurate and compliant payroll across all regions.

• Manage global ESOP administration, cap table, valuations, and equity accounting.

• Ensure investor, M&A, and due diligence readiness for equity-related matters.

MIS, Treasury & Cost Management

• Deliver monthly MIS, Board reports, investor reporting, and business performance insights.

• Manage global treasury, FX, banking relationships, and inter-company funding.

• Drive reporting automation, cost optimization, and customer profitability analysis.

Corporate Restructuring & Transfer Pricing

• Lead finance workstreams for Reverse Flip, mergers, and corporate restructuring initiatives.

• Manage transfer pricing, cross-border tax planning, and global regulatory compliance.

• Support IP structuring, POEM/PE assessments, and post-restructuring finance integration

What are we looking for ?

Must Have:

• Chartered Accountant, or equivalent finance qualification, with 10+ years of post-qualification experience in a Global SaaS/technology company

• Hands-on experience owning order-to-cash and global payables operations at scale, across multiple entities and geographies

• Demonstrated ownership of a controllership function – structured activity calendars, compliance tracking, and audit readiness

• Working knowledge of India and cross-border tax and regulatory frameworks: GST, TDS, RBI/FEMA, MCA, and withholding tax regimes

• Exposure to ESOP administration, cap table management, and business valuation coordination (409A / Rule 3(viii))

• NetSuite or equivalent ERP experience – hands-on, not just oversight

• Mumbai-based or willing to relocate; WFO

Good to have :

• Experience with corporate restructuring, Reverse Flip, mergers, NCLT processes, and cross-border regulatory compliance.

• Knowledge of transfer pricing, treasury management, FX exposure, hedging, and working capital planning.

• Experience building compliance frameworks for multi-entity, global organizations.

• Exposure to AI-led finance transformation and automation of finance processes.

• Ability to build SOPs, mentor teams, drive process improvements, and manage audit and close-cycle pressures effectively.

Who will you report to: Head of Finance

Why join us

• Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.
  You are passionate about technology and its impact on the high-growth mobile technology space

• Power personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.

• Flourish in an Environment that Nurtures Growth and Curiosity

Learn More

Get to know us better before you apply!

Check out our product documentation, engineering blog, and customer stories to see how we work and what we value.

• Clever.AI 

• CleverTap Developer Documentation

• Blogs

• TesseractDB™

• CleverTap Product Demo

About CleverTap:

CleverTap is the world’s leading AI-first, all-in-one customer engagement and retention platform, redefining how brands build lasting customer relationships in the Agentic era. Powered by its proprietary CleverAI™ Decisioning Engine and the Agentic Universe, CleverTap enables autonomous, real-time decision-making that helps organizations deliver 1:1 individualized experiences at scale while maximizing ROI.

Its unified platform brings together an AI-native Personalization Engine, automated Journey Orchestration, its proprietary Customer Data Platform – TesseractDB™, and deep customer and product analytics to power truly intelligent, self-optimizing engagement across channels including mobile, web, email, SMS, WhatsApp, and more. By seamlessly connecting data, insights, and activation, CleverTap ensures every interaction is contextual, coordinated, and conversion-driven.

Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Personalization Engines and a Strong Performer in The Forrester Wave™, CleverTap is at the forefront of the shift from campaign-led marketing to agent-led growth. Trusted by more than 2,000 global brands including IKEA, Tesco, Burger King, Levi’s, Decathlon, Domino’s, 7-Eleven, Jio, Grab, Carousell, and Emirates NBD, CleverTap helps businesses drive measurable growth through meaningful, autonomous customer engagement.

Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap has 600+ employees across offices in the US, the Middle East, Asia, and LATAM.

For more information, visit https://clevertap.com/ or follow us on Linkedin and X.

Join us in shaping the future of engagement.

CleverTap is dedicated to establishing an inclusive culture that welcomes individuals from diverse backgrounds, encouraging them to contribute their unique perspectives to our workplace.