Corporate Finance Specialist

Who are we?
Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empower organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category. Their product suite offers three powerful tools: Digital adoption to help users right within any software, no-code Product Analytics to uncover and resolve adoption gaps, and Mirror for application simulation, driving safe, hands-on learning in software replicas.

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.

Whatfix's leadership is consistently recognized across top industry analysts and business rankings:

• 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.
• Won the 2025 AI
• Breakthrough Award in the Overall AI-based Analytics Solution of the Year category
• 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 Fourth Consecutive Year
• Listed on the Financial Times & Statista's High-Growth Companies Asia-Pacific 2025 list.
• Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work
• 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?*

• Bachelor's or Master's in Accounting, Finance, or Commerce.
• CA, CPA, CMA (completed or semi-qualified) highly preferred.
• 5–10 years of experience in accounting, preferably in multinational corporations (MNCs) or shared services.
• 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 innovation—ultimately 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, we're open to considering exceptions on a case-by-case basis to ensure you're supported in managing both work and life seamlessly.