Finance Intern (6 months Internship)

Whatfix; Bengaluru; On-site; INR 279,000 - 446,000; Full time

Benefits offered by this job

Medical insurance coverage

Free lunch & dinner

Doorstep cab drop facility

Education sponsorship

Internal job transfers

Global mobility programs

Uncapped incentives

Job summary

Whatfix in Bengaluru is looking for a highly analytical Finance Intern to assist in strategic initiatives such as financial modeling and market research. You will collaborate with teams across Sales and Marketing, gaining hands-on experience influencing business growth and operational efficiency.

Key responsibilities include evaluating deal economics, supporting financial analysis, and preparing presentations for leadership.

Qualifications

• Strong academic track record.
• Basic understanding of financial statements and accounting principles.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Evaluate deal economics, pricing, and commercial structures.
• Support the CFO’s office in financial analysis.
• Build financial models for pricing and revenue evaluation.
• Prepare data-driven presentations for leadership and investors.
• Analyze key SaaS metrics such as ARR and NRR.

Skills

Analytical skills

Financial modeling

Communication

Problem-solving

MS Excel

Data analysis

Stakeholder management

Education

Bachelor’s/Master’s degree in Finance or related field

Tools

MS Excel

PowerPoint

Job description

Who are we?

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications.

Who are we?

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications. Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. Whatfix product suite consists of 3 products - DAP, Product Analytics, and Mirror. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle. Whatfix has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries. Customers: 700+ enterprise customers, including over 80 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions. Investors: Raised a total of ~$270 million. Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer Investments, Peak XV Partners, and Stellaris Venture Partners.

• Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.
• Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
• The only vendor recognized as a Customers’ Choice in the 2024 Gartner® Voice of the Customer for Digital Adoption Platforms has once again earned the Customers’ Choice distinction in 2025. We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a high CSAT of 99.8%
• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fourth Consecutive Year
• Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023
• Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal
• On the G2 peer review platform, Whatfix has received 77 Leader badges across all market segments, including Small, Medium, and Enterprise, in 2024, among numerous other industry recognitions.

Be one of the key members in this awesome journey of building a billion-dollar company!

About The Role

We are looking for a highly analytical and driven Finance Intern to join our team. This role offers a unique opportunity to work closely with leadership on strategic initiatives, including sales analytics, financial modeling, finacial planning, and market research. You will gain hands‑on exposure to high‑impact projects that influence business growth, investment decisions, and operational efficiency.

Key Responsibilities

• Partner closely with Sales, GCSS, Marketing, RevOps, and other internal teams to evaluate deal economics, pricing, and commercial structures.
• Support the CFO’s office in financial analysis, strategic initiatives, and decision support.
• Assisting the team in building financial models and scenario analysis for pricing, deal structuring, and revenue evaluation.
• Prepare data‑driven presentations and narratives for leadership, board, and investor discussions.
• Track and analyze key SaaS metrics such as ARR, NRR, margins, and cash conversion.

Requirements & Qualifications

• Recently completed a Bachelor’s/Master’s degree in Finance, Accounting, Commerce, Economics, or a related field (CA/CFA/MBA candidates preferred).
• Strong academic track record.
• Advanced proficiency in MS Excel (financial modeling, pivot tables, data analysis) and PowerPoint.
• Basic understanding of financial statements and accounting principles.
• Strong analytical, research, and problem‑solving skills.
• Excellent communication and stakeholder management abilities.
• Ability to manage multiple priorities in a fast‑paced, dynamic environment.

Perks & Benefits (India)

• Best‑in‑class medical insurance coverage
• Free lunch & dinner buffet
• Doorstep cab drop facility
• Education sponsorship
• Internal job transfer & global mobility programs
• Scope to represent Whatfix at global events
• We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers

Note

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it;
• We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status
• At Whatfix, we deeply value collaboration, innovation, and human connection. We believe that being together in the office five days a week fosters open communication, strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of flexibility in balancing personal and professional priorities. To support this, we offer the option to work from home up to two days per month.
• In any situation that requires additional flexibility, we’re open to considering exceptions on a case‑by‑case basis to ensure you’re supported in managing both work and life seamlessly.