Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 35 days ago

Lead - Business Finance | 19877

Whatfix33 open roles

Where
Bengaluru, Karnataka, India
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowLead - Business Finance | 19877Whatfix · Bengaluru, Karnataka, India

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Whatfix's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Whatfix postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 35 days ago

Whatfix median: 1 days open

The posting

Location: Bengaluru,Karnataka,India

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!

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.

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.

Apply to this job

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Whatfix's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Whatfix's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Whatfix's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.