About the company Started in April 2015 Turtlemint is an insuretech platform. Turtlemint’s unique hybrid (onlineoffline) model has equipped the insurance advisor community with digital tools to help them tackle an otherwise cumbersome offline selling process, efficiently and at a scale that is crucial to improve insurance penetration in India. Through its simple mobile app, Turtlemint is providing a wide variety of products, customized recommendation tools, and a wide range of courses on financial products to empower advisors to be truly digital and future-ready. Today, the platform has a PoSP network of over 100,000 advisors that cater to more than 1.5 million customers. It has also fostered partnerships with an overwhelming majority of Indian insurance providers. Headquartered in Mumbai, India the company offers insurance advisory solutions through the mobile platform and has a Pan-India presence in more than 5,000 metros, cities, and towns. It also offers claims processing services. Its insurance partners include New India Assurance, IFFCO Tokio, Universal Sompo, HDFC Ergo, Reliance insurance, Tata AIG, Bajaj Allianz. Website: https://www.turtlemint.com About the role This role is for someone who drives financial success and supports the company's growth. Their expertise in Financial Planning and analysis, costing and financial modeling is essential for navigating the unique challenges and opportunities of this dynamic industry. Key Responsibilities: ● Financial Planning & Analysis: ○ Develop and maintain the annual budgeting process, including gathering input from relevant departments, analyzing historical data, and preparing comprehensive financial forecasts. ○ Conduct financial analysis and modeling to support strategic decision-making, identify areas for cost optimization, and provide recommendations for improving financial performance. ○ Collaborate with cross-functional teams to assess the financial impact of proposed projects, investments, and initiatives. ● Cost Management: ○ Conduct cost analysis to ensure effective allocation of resources, identify costsaving opportunities, and optimize profitability. ○ Work closely with leadership to evaluate new projects (both domestic and international), conducting viability & risk assessments and strategizing for end-toend implementation. ● Reporting & Analysis: ○ Coordinate and present the preparation of accurate and timely financial reports, including profit and loss statements and variance analysis. ○ Monitor and analyze financial performance against the budget, highlighting areas of concern or improvement. ● Additional Responsibilities: ○ Strategize and oversee critical deliverables of the Commercial and Costing function. ○ Maintain high standards of professionalism, efficiency, personal communication, discretion, and independent judgment. What you will need • Qualified CA/MBA professional • 3-5 years of prior experience in core accounting Finance and taxation • Good communication skills. • Experience working with internal and external stakeholders. • You are curious about new things and love to work in small, high-energy, high-conviction, cross-functional work environments • Facilitate and complete monthly close procedures • Analyze revenues, commissions and expenses to ensure they are recorded appropriately on a monthly basis • Skills in Data visualization tools (Tableau or BI) is a plus