Financial Analyst
Vymo
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 โ 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 โ 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.