Corporate Finance Specialist Contract

Who are we

Whatfix is an AI platform advancing the userization of enterprise applications empowering companies to maximize the ROI of their digital investments. Technology needs adoption. Its no different for AI. As AI reshapes roles workflows and human-machine interactions it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization: the belief that technology must adapt to the user not the other way around.

At the heart of userization philosophy is ScreenSense our proprietary AI engine which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals Whatfix delivers real-time guidance nudges knowledge and automation directly in the flow of work.

This intelligence powers our entire product suite.

• Digital Adoption helps users get productive faster.

• Product Analytics uncovers friction and closes adoption gaps.

• Mirror allows employees to train in safe simulated environments.

These are ur embedded with Whatfix AI Agents which supercharge creation insights and user guidance.

Our upcoming AI-first products are already creating a buzz in the market.

• Seek is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf.

• Whatfix Mirror 2.0 is the worlds only System plus Role simulation with a complete assessment to lead the Gen AI simulation category.

Together these products reflect Whatfixs commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified intelligent way to find answers across systems apps and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Whatfix is bridging the gap between rapid technological change and human enablementensuring AI is not only embedded but also usable trusted and outcome-driven for every employee.

At Whatfix were not just making software easierwere making AI work for people.

The company has seven offices across the US India UK Germany Singapore and Australia and a presence across 40 countries.

Customers: 700 enterprise customers including 80 Fortune 500 companies such as Shell Schneider Electric and UPS Supply Chain Solutions.

Investors: A total of $270 million USD has been raised as yet. Most recently Series E round of $125 Million USD 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 Peak XV Partners and Stellaris Venture Partners.

Whatfixs leadership is consistently recognized across top industry analysts and business rankings:

• Won the 2025 AI Breakthrough Award for the Overall AI-based Analytics Solution of the Year

• Only DAP to be recognized as a Leader across various DAP reports for the past 5 years by leading analyst firms like Gartner Forrester IDC and Everest Group.

• With over 45% YoY sustainable annual recurring revenue (ARR) growth Whatfix is among the Top 50 Indian Software Companies as per G2 Best Software Awards.

• Named a Gartner Customers Choice for DAP for the second year in a row (2024 and 2025)the only vendor in the market to earn this distinction consecutively.

• We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a super-high CSAT of 99.8%

• Stevie Award winner in the category (Bronze): Customer Service Department of the Year Computer Software - 100 or More Employees.

• Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.

• RemoteTech Breakthrough Awards winner for Software Asset Management Solution of the Year

These recognitions are matched by business performance:

• Highest-Ranking DAP on 2023 Deloitte Technology Fast 500 North America for Fifth Consecutive Year

• Listed on the Financial Times & Statistas High-Growth Companies Asia-Pacific 2025 list.

• 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

Be one of the key Leaders in this awesome journey of building a billion-dollar company!

What will you get to do

Intercompany Accounting:

• Manage global intercompany transactions including cross-charges service agreements royalty fees and cost allocations.

• Handle intercompany reconciliations aging analysis and settlements.

• Ensure timely invoicing and recharges per intercompany agreements.

• Coordinate with global entities to ensure IC balances match and eliminate mismatches during consolidation.

• Maintain intercompany matrices agreements and schedules.

Global Payroll Accounting:

• Manage end-to-end payroll accounting processes for USA UK Germany Australia and Singapore.

• Reconcile payroll reports from vendors with accounting ledgers.

• Record payroll entries: gross wages tax withholdings benefits accruals and employer liabilities.

• Liaise with external payroll providers and internal HR for monthly payroll inputs and reconciliations.

• Ensure accurate accruals for bonuses incentives leave encashments and statutory dues.

• Stay up-to-date on local payroll statutory compliance in each country and support audit readiness.

• Reviewed month-end journal entries to ensure adherence to accounting standards and company policies

Transfer Pricing (TP) Compliance:

• Ensure TP policies are adhered to for intercompany service arrangements product pricing and cost-sharing agreements.

• Work with the tax team on TP documentation margin analysis and economic benchmarking studies.

• Support legal entity profitability tracking and ensure intercompany markups are applied as per TP policies.

• Assist in intercompany agreement maintenance invoice templates and compliance with BEPS (Base Erosion and Profit Shifting) principles.

Month-End Close & Reporting:

• Prepare and post journal entries perform GL reconciliations and ensure timely close.

• Analyze P&L and Balance Sheet fluctuations for assigned entities and cost centers.

• Support external and internal audit processes including statutory audits and SOX (if applicable).

• Prepare reports for management and support budgeting and forecasting with FP&A teams.

What you should have

• Bachelors or Masters in Accounting Finance or Commerce.

• CA CPA CMA (completed or semi-qualified) highly preferred.

• 510 years of experience in accounting preferably in multinational corporations (MNCs) or sharedservices.

• Strong knowledge of US GAAP / IFRS payroll processes and intercompany accounting best practices.

• Experience working with ERP systems like Oracle NetSuite or similar platforms.

• Excellent command over MS Excel including pivot tables etc

Key Competencies:

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

• Strong communication skills for working 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 manage deadlines and drive process improvements.

• Hands-on experience with TP documentation tools or working with Big 4 consultants.

• Prior involvement in financial audits including TP audit queries.

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 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.