Senior Financial Analyst

1 day ago

Lucknow, Uttar Pradesh, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 50,00,000

About Plum

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

Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance.

We aim to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. We are backed by prominent investors.

Minimum Qualifications:

CA/ MBA finance with 5+ years of experience ideally focused on the technology sector/ start-ups.

Responsibilities:

  • Create annual budgets + build financial models.
  • Monitoring targets and course corrections against plan Vs. actual.
  • Publish regular MIS/ dashboards for the leadership, investors, and for the management
  • Deep revenue analytics & insights.
  • Carry out periodic data reconciliation (internal Vs. insurer data); follow up with insurers and internal sales team to close revenue gaps .
  • Perform analysis of cost KPIs, monitor key metrics, bring insights, and control leakages.
  • Manage multiple stakeholders and be responsible for supporting the metrics reporting for the relevant process.
  • Participate in projects on system automations for operational efficiency.
  • Work closely with the accounting team to ensure accurate financial reporting.

Preferred Skills:

  • Strong data gathering + data massaging skills.
  • Ability to develop a strong partnership with business leaders; to influence and persuade.
  • Strong business acumen, curiosity, agility, and problem solving.
  • 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.

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