Financial Analyst

About the Company

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

About the Role

We are looking for a highly business-oriented Revenue Operations, Collections & FP&A Associate who can operate at the intersection of Business, Finance, Customers, and Delivery teams. This is not a backend finance or reporting-only role. The role requires someone who can proactively manage customer renewals, drive revenue operations processes, coordinate cross-functional stakeholders, support forecasting, and ensure smooth revenue realization across the customer lifecycle.

The ideal candidate should be comfortable operating in ambiguity, managing escalations, driving follow-through, and partnering closely with business teams to improve operational and revenue visibility.

Responsibilities

• Revenue Management
• Manage timely invoicing, accurate revenue reporting, and drive on-time collections to reduce DSO.
• Partner with Sales and Customer Success teams to ensure smooth end-to-end revenue processes across the customer lifecycle.
• Improve operational visibility across revenue workflows and flag risks early.
• Own the renewals calendar — proactively track and drive annual renewals to closure well ahead of expiry.
• Lead customer-facing conversations on billing disputes, overdue invoices, and payment timelines.
• Escalate and resolve blockers across internal teams (Legal, Delivery, and Finance) that impede collections.
• Maintain aging reports and ensure collection hygiene across the customer base.
• Onboard the prospective customers by compiling the various compliances.
• FP&A & Financial Modeling
• Build and maintain financial models covering revenue, operating costs, and cash projections.
• Own the monthly and quarterly forecast cycle, tracking actuals vs. forecast and explaining variances.
• Partner with business teams to pressure-test assumptions and arrive at accurate, grounded projections.
• Support annual planning and budgeting with bottom-up models linked to business strategy.
• Support to build the various financial reports for the due diligence and funding.

Qualifications

• 4 – 6 years of experience in Business Finance or FP&A teams with experience in handling revenue operations and financial modeling.
• Understands business operations beyond finance and exhibits forecasting and operational thinking.
• Drive proactive renewal and revenue operations management with exposure to contracts, MSAs, SOWs, and commercial processes.
• Experience supporting and bringing structure to forecasting or revenue planning activities.
• Communicates confidently with customers and improves coordination across business, finance, and delivery teams.
• Balances process discipline with business judgment and understands escalation management.

Additional Details

• Location: Bangalore- WFO
• Industry Preference: SaaS / B2B Enterprise Companies

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.