Financial Planning Analyst

2 days ago


Mysore, Karnataka, India beBeeFinance Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

About Our Organization

We are an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations.

The Indian healthcare industry is experiencing a significant shift with inflation in healthcare costs rising to 3 times that of general inflation. This has created a challenge for many Indians who cannot afford health insurance on their own.

Our mission is to provide high-quality insurance and healthcare to millions of lives through companies that care. We are backed by esteemed investors who share our vision.

**Job Description**

  • Create annual budgets and financial models to drive business growth.
  • Monitor targets and make course corrections to ensure plan vs actual performance alignment.
  • Publish regular management information systems (MIS) dashboards for leadership, investors, and management teams.
  • Deliver deep revenue analytics and insights to inform business decisions.
  • Perform periodic data reconciliation and follow up with insurers and internal sales teams to close revenue gaps.
  • Analyze cost KPIs, monitor key metrics, bring insights, and control leakages.
  • Manage multiple stakeholders and support metrics reporting for relevant processes.
  • Participate in projects on system automations for operational efficiency.

**Required Skills and Qualifications**

  • CA/MBA finance with 5+ years of experience ideally in the technology sector/start-ups.
  • Strong data gathering and massaging skills.
  • Ability to develop a strong partnership with business leaders, influence, and persuade.
  • Strong business acumen, curiosity, agility, and problem-solving skills.
  • Strong communication (written, verbal, and presentation) skills with editorial expertise.
  • Deep expertise in Excel, Google Spreadsheet, presentations, and models.
  • Prior experience in business-facing roles will be an added advantage.
  • Strong Experience with Google Suite & Microsoft Suite.

**Benefits**

**Others**


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