Financial Planning and Analysis Manager

About WeRize

Founded in 2019 by Vishal Chopra and Himanshu Gupta, WeRize is building India's largest full stack fintechplatform for 500 million underserved middle-class customers who live in 5000+ small towns of India. WeRize (Wortgage technologies pvt ltd) also owns RBI registered NBFC subsidiary (Wortgage Finance pvt ltd).

This customer segmentis not served by privatesector banks, Insurersand Mutual Fund companies due to their low ticket-size and lifetime value and is dependent on PSU/Govt. banks. PSU/Government banks rarely provide financial products beyond basic savings accounts and these customers lack access to unsecured loans, MSME loans, credit cards, affordable housing loans, loan against property , health and life insurance and investment products. WeRize manufactures innovative unsecured consumer credit, mortgages, loan against property, MSME loans,savings and insurance products designed for this customer base keeping in mind their needs, requirements and purchasing power, with a view to add a layer of financial security to their lives and enable access to credit.

While customers in these geographies use smartphones, they need properguidance and support when purchasing the right financial products for themselves. So, a pure digital model doesn't work for this segment. WeRize has innovated on this front through its 'Finance ki online dukaan (Social Shopify of Finance)', a first of its kind social distribution tech platform in the financial services space that educates and enables local financially literate freelancers across these small towns to source business through online and offline channels, recommend the right financial product(s) to customers as well as provide after sales support.These freelancers, who are located in more than 5000+ towns and cities, earn as much as INR 30,000 a month from WeRize in commission

s.Our social distribution platform supported by financially literatefreelancers means exceptionally low cost of customer acquisition (CAC) and operations costs compared to both fully digital and on-the-ground financial services providers. Digital conversions among this target group are way lower when comparedto upper income customers in metros and hence pure digital CAC doesn't workfor this segment. While companies like LIC and Fino Bank also rely on freelancer distribution, they deploy local on-fieldteams/branches to manage freelancers in every city. That resultsin very high CAC and operations costs for such companies. WeRize on the other hand, has been able to acquire, train and manage thousandsof freelancers in 5000+ citiesonly through its tech platform and without any feet-on-street team of its own. This results in highly profitable business model for Werize.

To know more about the company, please visit:
m/

Job Summary

We are seeking a highly skilled Chartered Accountant (CA) with 7 years of post-qualification experience to join our team as a Financial Planning & Analysis (FP&A) Specialist. The ideal candidate will be responsible for providing financial insights and analysis to drive business decisions, budgeting, forecasting, and performance monitoring. This role offers an excellent opportunity to work in a dynamic environment and contribute to the financial strategy of the company.

Key Responsibilities

• Lead the budgeting, forecasting, and long-term financial planning processes.
• Prepare and analyze financial reports, including variance analysis, and provide actionable insights.
• Assist in the development of financial models to support strategic initiatives and business decisions.
• Monitor and report key performance indicators (KPIs) and financial metrics.
• Collaborate with cross-functional teams to support financial analysis and business performance improvement.
• Conduct ad-hoc financial analysis to support senior management in decision-making.
• Ensure compliance with financial policies, procedures, and regulatory requirements.
• Provide support in preparing presentations for leadership and board meetings.

Key Requirements

• Must
  be a qualified Chartered Accountant
  (CA)
  with 2-4 years of post-qualification exper
  ience in financial planning & analysis, budgeting, and forecasting.
• Prior experience working om an NBFC/ Lending company is a must.
• Strong knowledge of financial modeling, variance analysis, and financial reporting.
• Advanced proficienc
  y in
  Excel and experience with financial software/tools (e.g., SAP, Oracle, etc).
• Excellent analytical and problem-solving skills with attention to details.
• Strong communication and presentation skills, with the ability to translate financial data into actionable business insights.
• Ability to work collaboratively across teams and manage multiple tasks in a fast-paced environment.