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Chief Financial Analyst
3 weeks ago
About Our Financial Role
Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible, and inclusive for modern organizations. Our mission is to provide the highest quality insurance and healthcare through companies that care.
In India, healthcare costs are rising three times faster than general inflation. As a result, millions of Indians struggle to afford health insurance. This gap exists – to bridge it and make health insurance more accessible and affordable.
We're looking for a talented Business Finance professional to join our team. If you have a strong background in finance and a passion for data analysis, we'd love to hear from you
- Key Responsibilities:
- Develop annual budgets and build financial models to drive business growth.
- Monitor targets and course correct against plan vs. actual performance.
- Publish regular Management Information Systems (MIS) dashboards for leadership, investors, and management teams.
- Analyze revenue streams and identify areas for improvement.
- Perform periodic data reconciliation and follow up with insurers and internal sales teams to close revenue gaps.
- Manage multiple stakeholders and ensure accurate financial reporting.
- Collaborate with the accounting team to streamline financial processes.
- Preferred Skills:
- Strong data gathering and manipulation skills using Excel and Google Spreadsheets.
- Able to develop strong partnerships with business leaders to influence and persuade.
- Excellent business acumen, curiosity, agility, and problem-solving skills.
- Effective communication (written, verbal, and presentation) skills with editorial expertise.
- Deep expertise in Google Suite and Microsoft Suite.