Finance Intern

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!

About the Role

We are looking for a highly analytical and driven Finance Intern to join our Corporate Development team. This role offers a unique opportunity to work closely with leadership on strategic initiatives including sales analytics financial modeling and market research. You will gain hands-on exposure to high-impact projects that influence business growth investment decisions and operational efficiency.

What Youll Do

Sales Pipeline & Efficiency Metrics Tracking

• Track and analyze the end-to-end sales pipeline including deal stages conversion rates win/loss ratios and sales velocity.

• Support weekly and monthly sales forecasting pipeline reviews and reporting on pipeline health.

• Monitor and analyze key business metrics such as Customer Acquisition Cost (CAC) Lifetime Value (LTV) payback period burn rate gross margin and other operational efficiency ratios.

• Build dashboards and reports to provide actionable insights for Sales and Leadership teams.

Corporate Development

• Conduct industry research competitor benchmarking and market analysis to support strategic decision-making.

• Assist in financial due diligence for potential M&A opportunities partnerships or investments.

• Build and maintain financial models including DCF comparable company analysis and basic LBO models.

• Support the preparation of investor decks board presentations and internal strategy materials.

• Track key performance indicators (KPIs) and support execution of strategic projects.

• Identify gaps across market product and go-to-market (GTM) strategies and support solutioning.

Requirements & Qualifications

• Currently pursuing or recently completed a Bachelors/Masters degree in Finance Accounting Commerce Economics or a related field (CA/CFA/MBA candidates preferred).

• Strong academic track record.

• Advanced proficiency in MS Excel (financial modeling pivot tables data analysis) and PowerPoint.

• Basic understanding of financial statements and accounting principles.

• Strong analytical research and problem-solving skills.

• Excellent communication and stakeholder management abilities.

• Ability to manage multiple priorities in a fast-paced dynamic environment.

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.