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Vymo

Financial Analyst

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Job Description

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 https://vymo.com/

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.

    More Info

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    About Company

    Job ID: 148220389

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