Lead - Business Finance

Whatfix; Bengaluru; On-site; INR 3,000,000 - 5,400,000; Full time

Benefits offered by this job

Best-in-class medical insurance

Free lunch & dinner buffet

Education sponsorship

Internal job transfer & globalmobility

Global events exposure

Uncapped incentives

Job summary

Whatfix is seeking a Lead – Business Finance to partner with Sales, RevOps, and other teams, driving strategic financial planning and insightful decision support in a fast-growing SaaS environment.

You will own budgeting, forecasting, and driver-based modelling, delivering data-driven insights and KPI dashboards to guide leadership and investor discussions.

Qualifications

• CA qualification with 5–7+ years of experience in Business Finance, FP&A, Corporate Finance, or SaaS Finance.
• Preferred experience from a Big 4, scaled SaaS/tech company, Corporate Finance, or VC/PE environment.
• Strong understanding of SaaS business models, metrics, unit economics, and commercial finance.
• Strong financial modelling and advanced Excel skills, with budgeting, forecasting, scenario analysis, and driver-based modelling.
• Strong understanding of revenue recognition, deferred revenue, working capital, cash conversion, and ARR-to-cash flow cycle.
• Strong commercial acumen with ability to evaluate pricing, discounts, deal structures, and customer profitability.
• Strong analytical rigour and attention to detail, with the confidence to challenge numbers.
• Strong business partnering and communication skills with ability to influence cross-functional stakeholders.
• Experience with NetSuite, Salesforce, and BI tools is preferred.

Responsibilities

• Partner with Sales, RevOps, Customer Success, Product, Accounting, and other teams to evaluate business performance, deal economics, pricing, and commercial structures.
• Support the CFO’s office on strategic financial analysis, scenario planning, and decision support.
• Own budgeting, forecasting, financial modelling, and driver-based variance analysis.
• Build models and scenarios to evaluate pricing, discounts, expansion opportunities, customer profitability, and commercial structures.
• Track and analyze key SaaS metrics including ARR/MRR, bookings, ACV/TCV, churn, CAC, LTV, and margins.
• Reconcile system data with reported financials and establish a reliable single source of truth.
• Prepare data-driven presentations, financial narratives, and insights for leadership, board, and investor discussions.
• Proactively challenge assumptions, identify risks and opportunities, and bring insights into strategic decisions.

Skills

SaaS finance

Financial modelling

Excel

Budgeting

Forecasting

Scenario analysis

Cross-functional partnering

Data-driven insights

Commercial finance

Education

CA qualification

Tools

NetSuite

Salesforce

BI tools

Job description

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!

What Will You Get to Do?

The Lead – Business Finance will act as a key finance partner to Sales, RevOps, Customer Success, and other business teams, while supporting the CFO’s office on commercial decisions, strategic initiatives, and financial planning. The role requires strong SaaS finance expertise, commercial judgment, financial modelling skills, and the ability to translate complex data into actionable insights for leadership.

Key Responsibilities

• Partner closely with Sales, RevOps, Customer Success, Product, Accounting, and other cross-functional teams to evaluate business performance, deal economics, pricing, and commercial structures.
• Support the CFO’s office on strategic financial analysis, business initiatives, scenario planning, and decision support.
• Own budgeting, forecasting, financial modelling, and driver‑based variance analysis across key business areas.
• Build models and scenarios to evaluate pricing, discounts, expansion opportunities, customer profitability, and commercial structures.
• Track and analyze key SaaS metrics including ARR/MRR, ARR bridge, bookings, ACV/TCV, RPO, GRR/NRR, churn, retention, CAC, LTV, CAC payback, Rule of 40, burn multiple, and margins.
• Own and analyze key financial bridges across ARR, revenue, invoicing, collections, cash, EBITDA, and FCF, including working capital and cash conversion.
• Build and maintain KPI dashboards and provide clear, data‑driven insights into business performance and key drivers.
• Reconcile system data with reported financials, identify gaps and anomalies, and help establish a reliable single source of truth.
• Prepare data‑driven presentations, financial narratives, and insights for leadership, board, and investor discussions.
• Proactively challenge assumptions, identify business risks and opportunities, and bring financial insights into strategic and operational decisions.

What You Should Have

• CA qualification with 5–7+ years of experience in Business Finance, FP&A, Corporate Finance, or SaaS Finance.
• Preferred experience from a Big 4, scaled SaaS/technology company, Corporate Finance, or VC/PE environment.
• Strong understanding of SaaS business models, metrics, unit economics, and commercial finance.
• Strong financial modelling and advanced Excel skills, with experience in budgeting, forecasting, scenario analysis, and driver‑based modelling.
• Strong understanding of revenue recognition, deferred revenue, working capital, cash conversion, and the ARR‑to‑cash flow cycle.
• Strong commercial acumen with the ability to evaluate pricing, discounts, deal structures, expansion opportunities, and customer profitability.
• Strong analytical rigour and attention to detail, with the confidence to challenge assumptions and numbers.
• Strong business partnering and communication skills, with the ability to influence cross‑functional stakeholders and translate financial data into actionable business insights.
• Experience with NetSuite, Salesforce, and BI tools is preferred.
• A hands‑on approach with the ability to own financial analysis and business performance metrics end‑to‑end.
• Best‑in‑class medical insurance coverage
• Free lunch & dinner buffet
• 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.