Finance Specialist | 19878

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!

What will you get to do

• Liaise with Statutory and Internal Auditors and support the timely closure of audit processes.

• Manage Transfer Pricing audit documentation and coordinate with external advisors for compliance and reporting.

• Assist in preparation and filing of Income Tax Returns and Tax Audit Reports in coordination with external advisors.

• Manage Accounts Receivable processes including invoicing collections tracking forecasting and preparation of related reports.

• Handle Intercompany transactions including agreements accounting entries invoicing and related fund transfers.

• Prepare and file statutory returns such as APR FLA and other regulatory filings.

• Support GST compliance including return filings refund claims and related regulatory requirements with assistance from external advisors.

• Review Sales Commission workings and plans in coordination with Sales and Marketing teams.

• Support finance and compliance teams with any other ad hoc assignments as required.

What you should have

• Bachelors or Masters degree in Accounting Finance or Commerce along with a Qualified CA designation.

• 01 years of post-qualification experience (CA Fresher) in accounting or finance preferably within multinational corporations (MNCs) or shared services environments.

• CPA or CMA (completed or semi-qualified ) will be an added advantage.

• Familiarity with ERP systems such as Oracle NetSuite or similar platforms.

• Strong proficiency in MS Excel including pivot tables and advanced data handling.

• Exposure to NetSuite would be beneficial for improving financial reporting processes.

Key Competencies:

• High attention to detail with the ability to manage complex multi-entity reconciliations.

• Strong communication skills to effectively collaborate with international teams and stakeholders.

• Understanding of statutory and regulatory compliance across regions (e.g. social security in Germany superannuation in Australia CPF in Singapore).

• Ability to prioritize tasks manage deadlines and drive process improvements.

• Prior exposure to financial audits including handling Transfer Pricing audit queries would be advantageous.

• 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.