Senior Finance Associate

JD - Senior Associate - Finance

About Vymo

Vymo transforms how financial institutions manage their distribution networks and collections

operations.Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global

financial enterprises, enabling banks and insurers to optimize performance across their

distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep

domain expertise with cutting-edge technology. Our platform's human-centric design, coupled

with enterprise-grade scalability and AI-powered intelligence, delivers measurable business

outcomes while ensuring high user adoption and engagement.

Recognition & Trust

• Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence

Capital, and Bertelsmann Investments.

• Trusted by leading global financial institutions including Berkshire Hathaway, AIA,

AXA, SBI

• Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!
• Recognized by Celent in their 2024 Distribution Management Solutions report, with an

Advanced Functionality ranking.

• Featured in Gartner's Market Guide for Sales Engagement Applications and recognized

as a "Strong Performer" in Forrester's Sales Engagement Wave Report.

• Microsoft 'AI for All' award winner for innovation in artificial intelligence

Explore Vymo at https://vymo.com/

Product:

The evolution of Vymo as a product can be broadly divided into three phases

1. Lead and Activity Management: We provided a mobile-first lead and activity

management

tool that enabled large enterprises with distributed field sales teams to digitize their sales

processes and get real time visibility into their teams productivity.

2. Sales Engagement Platform: We built capabilities like nudges, goals, playbooks,

performance dashboards etc that enabled large financial institutions to improve their

business outcomes(faster time to convert, higher sales, increased productivity etc).

3. Distribution Management Platform: We are currently in this phase. With a significant

increase in the number of apps an average seller uses to perform their day-to-day business

activities,financial institutions are looking to consolidate their tech stack. In addition, we

realize that we have an opportunity to become an insurance core system” by owning the

end-to-end advisor life cycle - recruitment, onboarding, training, selling, engagement and

performance management.

About the Role

We are seeking a detail-oriented and analytically strong Senior Finance Executive to join our

finance team. This role is a balanced mix of Financial Planning & Analysis (FP&A) (50–60%)

and core finance operations (Accounts Receivable, Accounting, AP/AR, GST, MIS, and ad-hoc

investor requests). The ideal candidate should be comfortable moving between forward-looking

analysis and hands-on execution of month-end activities, reconciliations, and compliance tasks.

Key Responsibilities

Financial Planning & Analysis (50–60%)

• Lead budgeting, forecasting, and variance analysis across business units.
• Prepare periodic management reports (MIS) and dashboards highlighting key KPIs and

financial insights.

• Develop ad-hoc financial models and scenario analyses to support business

decision-making and investor requirements.

• Partner with business teams to track performance, identify risks/opportunities, and drive

financial discipline.

• Support preparation of board/investor presentations with financial narratives and trend

analysis.

Accounting & Core Finance Operations (40–50%)

• Manage month-end closing activities, ensuring accuracy in books of accounts.
• Handle Accounts Receivable (AR), including billing, collections tracking, and

reconciliations.

• Support Accounts Payable (AP), vendor reconciliations, and payment processing.
• Ensure timely and accurate compliance with GST, TDS, and other statutory

requirements.

• Maintain general ledger, journal entries, and balance sheet reconciliations.
• Respond to investor ad-hoc requests, audits, and due diligence requirements.
• Drive process improvements in AR/AP, compliance, and reporting.

Qualifications & Skills

• Chartered Accountant (CA)
• 4–6 years of experience in Finance, with a mix of FP&A and accounting exposure

(preferably in SaaS / Tech / BFSI environment).

• Strong analytical skills with advanced proficiency in Excel/Google Sheets and financial

modeling.

• Knowledge of accounting principles (Ind AS/ IFRS) and hands-on ERP experience

(NetSuite (oracle) and Microsoft tools Or similar).

• Working knowledge of GST, TDS, and Indian statutory compliance.
• Excellent communication and presentation skills, with the ability to interface with

internal stakeholders and external investors.

• Detail-oriented, proactive, and able to manage multiple priorities in a fast-paced

environment.

What We Offer

• Opportunity to work closely with leadership and investors in a growing organization.
• Exposure to both strategic FP&A and hands-on accounting/compliance, providing a

holistic finance career path.

• A collaborative and learning-driven work environment.