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. FPA 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.
- 8 to 12 years of experience in Business Finance, FPA, 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)
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Best-in-class medical insurance coverage
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Free lunch dinner buffet
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Doorstep cab drop facility
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Education sponsorship
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Internal job transfer global mobility programs
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Scope to represent Whatfix at global events
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We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers