Head Business Finance

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 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

We are seeking a hands-on detail-oriented Business Finance leader who can partner with business heads influence strategic decisions and bring strong financial discipline across the organisation. The ideal candidate is a CA with excellent communication and presentation skills strong exposure to multi-currency environments SaaS revenue recognition pricing cost analysis treasury and experience managing a high-performing team.

Key Responsibilities
1. Business Partnering & Strategic Decision Support

• Partner with business leaders to drive clarity around revenue cost drivers utilisation and unit economics.
• Explain team-level budgets cost structures and variances in a simple actionable manner.
• Provide insights and challenge assumptions to improve decision-making and performance.

2. Pricing & Commercial Finance

• Lead pricing strategy pricing analytics and deal-level commercial evaluations.
• Work with Sales Product and Strategy teams to refine pricing models and assess profitability.
• Support customer-level margin analysis and long-term value optimisation.

3. FP&A Planning Forecasting & Multi-Currency Modelling

• Own budgeting quarterly forecasting and long-range financial planning.
• Build detailed models with multi-currency inputs and scenario planning.
• Ensure high forecasting accuracy and proactive performance insights.

4. Revenue Recognition & Compliance

• Ensure accurate revenue recognition aligned with SaaS standards (ASC 606 / Ind AS 115).
• Review deal structures and contract terms to determine financial impact.
• Maintain audit-ready documentation and support internal/external audit processes.

5. Cost Analysis Unit Economics & Utilisation

• Analyse cost structures utilisation metrics and productivity drivers across functions.
• Build frameworks for contribution margin LTV/CAC payback period and other SaaS economics.
• Identify efficiency opportunities while supporting business growth priorities.

6. Treasury Management

• Manage cash flow planning fund movement and liquidity management across entities.
• Oversee short-term and long-term cash forecasts and working capital requirements.
• Support FX exposure monitoring hedging and treasury controls where applicable.
• Ensure optimal deployment of surplus funds in line with company policy and risk guidelines.

7. Reporting & Executive Communication

• Create dashboards MIS packs and performance scorecards for leadership and board reviews.
• Translate complex financial analyses into clear compelling presentations for senior stakeholders.
• Strengthen reporting cadence and financial discipline across functions.

8. Team Leadership

• Lead and mentor the business finance team; build capability in modelling communication and business partnering.
• Drive a culture of ownership accuracy and continuous improvement.

What you should have

• Chartered Accountant (CA) required; MBA is a plus.
• 12-14 years of experience in Business Finance FP&A Corporate Finance or related roles.
• Strong exposure to:
  • Pricing & commercial modelling
  • Treasury and cash flow management
  • Multi-currency reporting
  • SaaS metrics & recurring revenue models
  • Revenue recognition (ASC 606 / Ind AS 115)
  • Cost analysis utilisation metrics and unit economics
• Excellent communication and presentation skills are a must.
• Strong executive presence with the ability to influence stakeholders.
• Demonstrated team management experience.
• Ability to operate hands-on in a fast-paced global high-growth environment.

Ideal Background

• Experience in SaaS or technology-led companies.
• Strong business partnering exposure across sales product marketing and operations.

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.