Lead Business Finance | 100826

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 Stevies 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!

The Lead Business Finance will act as a key finance partner to internal teams particularly Sales and GCSS while supporting the CFOs office on deal pricing commercial structuring and strategic financial analysis. The role requires strong financial modeling commercial judgment and the ability to convert data into clear insights and presentations for leadership.

The Lead Business Finance will act as a key finance partner to Sales RevOps Customer Success and other business teams while supporting the CFOs 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.

• 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 CFOs 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.

• CA qualification with 57 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

• 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

• 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 innovationultimately 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 were open to considering exceptions on a case-by-case basis to ensure youre supported in managing both work and life seamlessly.