Senior Financial Analyst

Vymo; Bengaluru; On-site; INR 2,000,000 - 4,000,000; Full time

Job summary

Vymo seeks a highly business‑oriented Finance Associate to own Revenue Operations, the Annual Operating Plan, and partnerships across business units. This role interfaces with Business, Finance, Customers, and Delivery teams and requires proactive management of renewals, forecasting, and budgeting to ensure revenue visibility and smooth realization across the customer lifecycle.

The ideal candidate thrives in ambiguity, manages escalations, and collaborates with leadership to improve operational

Qualifications

• 4-6 years in FP&A or Founder’s Office with revenue ops exposure.
• Strong forecasting capability and operational thinking.
• Experience with renewals, MSAs, SOWs, and commercial processes.
• Ability to communicate with customers and coordinate across teams.

Responsibilities

• Manage revenue reporting, invoicing, and collections to improve DSO.
• Drive renewals and annual planning across business units.
• Develop financial models for revenue, costs, and cash flow projections.
• Own monthly and quarterly forecasts and explain variances to leadership.
• Collaborate with Sales, Customer Success, Legal, and Delivery to remove blockers.

Skills

FP&A

Revenue operations

Financial modelling

Forecasting

Contract management

Job description

Vymo transforms how financial institutions manage their distribution networks and collections operations. Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimise performance across their distribution channels and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement.

Recognition & Trust

• Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments.
• Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!
• Recognised by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking.
• Featured in Gartner's Market Guide for Sales Engagement Applications and recognised as a "Strong Performer" in Forrester's Sales Engagement Wave Report.
• Microsoft 'AI for All' award winner for innovation in artificial intelligence

The Role

We are looking for a highly business-oriented Finance Associate who will be responsible for Revenue Operations, the Annual Operating Plan (AOP), and driving business finance partnerships across business units.

This role operates at the intersection of Business, Finance, Customers, and Delivery teams. It is not a backend finance or reporting-only role. The role requires someone who can proactively manage customer renewals, drive revenue operations processes, coordinate cross-functional stakeholders, own budgeting and forecasting, and ensure smooth revenue realisation across the customer lifecycle.

The ideal candidate will be comfortable operating in ambiguity, managing escalations, driving cross-functional follow-through, and partnering closely with business teams to improve operational efficiency and revenue visibility.

What You'll Do

Revenue Management

• Manage timely invoicing, accurate revenue reporting, and on-time collections to improve DSO.
• Partner with Sales and Customer Success teams to ensure smooth end-to-end revenue processes across the customer lifecycle.
• Improve operational visibility across revenue workflows and proactively identify and flag risks.
• Own the renewals calendar by proactively tracking and driving annual renewals to closure well ahead of contract expiry.
• Lead customer-facing conversations on billing disputes, overdue invoices, and payment timelines.
• Escalate and resolve blockers across Legal, Delivery, and Finance teams that impede collections.
• Maintain ageing reports and ensure strong collections hygiene across the customer base.
• Support onboarding of prospective customers by coordinating the required commercial and compliance documentation.
• Build and maintain financial models covering revenue, operating costs, and cash flow projections.
• Own the monthly and quarterly forecasting cycle, tracking actual performance against forecasts and explaining key variances.
• Partner with business teams to pressure-test assumptions and develop accurate, grounded projections.
• Support annual planning and budgeting through bottom-up financial models aligned with business strategy.
• Build financial reports and analyses required for fundraising and due diligence processes.

What You'll Bring

Experience & Fluency

• 4-6 years of experience in FP&A, or a Founder's Office role, with exposure to revenue operations and financial modelling.
• Strong understanding of business operations beyond finance, with demonstrated forecasting capability and operational thinking.
• Experience managing renewals and revenue operations, with exposure to contracts, MSAs, SOWs, and commercial processes.
• Experience supporting and bringing structure to forecasting and revenue planning activities.
• Confidence in communicating with customers and coordinating effectively across Business, Finance, and Delivery teams.
• Ability to balance process discipline with sound business judgment, including effective escalation management.
• Business fluency that extends beyond finance, with hands-on experience in revenue operations, commercial processes, forecasting, and planning.

Mindset & Core Traits

• Builder, Not Just an Analyst: Treats reports and financial models as the starting point for action, not the finished deliverable.
• Process Discipline Balanced with Judgment: Knows when to enforce process rigour and when to exercise sound business judgment, including effective escalation management.
• High Agency in Ambiguity: Comfortable owning problems without an existing playbook - whether entering a new market, supporting a new offering, or building a reporting structure from scratch.
• Investor-Grade Communication: Can distil complex financial and operational information into clear, actionable insights for the CEO, leadership team, or investors.
• Comfortable Working Closely with Leadership: Thrives in a high-visibility, high-trust environment where discretion, ownership, and sound judgment are as important as analytical capability.