Financial Planning Role - Health Insurance Provider - CA

About the company; The company is India's first standalone health insurance provider. They offer innovative health and personal accident products, as well as overseas and domestic travel insurance. The company was founded in 2006 and is headquartered in Chennai.

Roles and Responsibilities;

- Providing financial insights and projections. Detailed Annual Budgeting for the company

- Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.

- Reliable data and analysis to be used in decision-making and planning

- Prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made

- Tracking Product, Channel and Branch level profitability

- Dive deeply into financial data and become a subject matter expert to provide additional insights.

- Competition Analysis - Analyze and present financial trends, competitor behavior and anything else that could impact the business

- Work on corporate projects and initiatives that impact the entire organization eg - Cost control, Innovation projects etc.

- Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.

- Demonstrated ability to influence others through effective verbal and written communication

- Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture