Strategic Financial Planning Specialist

4 days ago

Malappuram, Kerala, India beBeeFinancialAnalyst Full time ₹ 75,00,000 - ₹ 1,50,00,000

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.

Our mission is 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:

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

Responsibilities:

  • Create annual budgets + build financial models.
  • Monitor targets and course corrections against plan Vs. actual.
  • Publish regular MIS/dashboards for the leadership, investors, and for 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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