Assistant Manager Finance

About Policybazaar.com –

PolicyBazaar.com is India's leading digital insurance marketplace and one of the most valuable insur-tech companies globally. We started our journey in 2008; in 2018 we became just the third Unicorn in India and went public in 2021.

Policybazaar is at heart a data and technology company that has revolutionized the insurance market in India. We deploy cutting edge technology, use advanced data analytics and leverage AI/ML to offer customer centric products, optimized customer journeys, and ensure superior customer experience across the insurance value chain. We have had a major influence on how protection insurance products are bought in the country and are responsible for sourcing a significant portion of the market in Term and Health insurance.

In FY25, we sourced over 23.5K Crores of Premium and have been growing at ~44% CAGR for the last five years. We have 10cr+ registered users and have provided insurance to 2cr+ people. We have an industry leading 93% market share of the online aggregator market.

Brands under the PB Fintech Umbrella:

Visit policybazaar.com to know more about us.

Chartered Accountant

Location: Sector 44, Gurugram

Department: Finance & Compliance

About the Role-

We are seeking a qualified female Chartered Accountant (CA) with 1–2 years of post- qualification experience to join our Finance & Compliance team. The ideal candidate will have strong analytical skills, sound understanding of financial regulations, and hands-on experience in valuations, audits, and financial controls. This role requires close coordination with internal and external stakeholders, including Senior Management, Internal/Statutory Auditors, and cross-functional teams.

Key Responsibilities-

1. ESOP Valuation & Cost Workings

• Conduct ESOP valuation exercises, including fair value assessments and expense recognition.
• Prepare detailed cost workings, financial models, and business projections.
• Support the CFO in reviewing valuation assumptions, market data, and employee grant details.

2. Audit Coordination & Reporting

• Liaise with Internal Auditors:
• Provide data, explanations, and clarifications.
• Ensure timely closure of audit observations and action items.
• Prepare audit decks, exception reports, and closure summaries for presentation to the CEO and CFO.
• Coordinate with multiple departments to ensure audit readiness and compliance.

3. Regulatory & IRDAI Compliances

• Handle IRDAI compliance requirements, including preparation and review of submissions, certificates, and regulatory returns.
• Work closely with:
• Statutory Auditors for regulatory audits and financial reporting
• Legal Team for regulatory interpretations, board resolutions, and governance matters
• Business Vertical Heads to ensure timely compliance and data accuracy
• Track regulatory updates and ensure timely implementation of changes.

4. Capitalisation Review

• Review and validate capitalisation entries, fixed asset additions, project costs, and related workings.
• Ensure adherence to accounting standards, company policies, and audit requirements.
• Coordinate with procurement, tech, and project teams for verification and documentation.

5. Management Quality Assurance (QA) & Process Improvements

• Lead in-house Management QA initiatives to identify operational inefficiencies and cost-saving opportunities.
• Conduct process reviews, exception testing, and control assessments across business functions.
• Prepare recommendation reports to Senior Management with clear improvement actions.

6. Miscellaneous Responsibilities

• Support month-end, quarter-end, and year-end financial closing activities.
• Assist in budgeting, MIS preparation, and variance analysis.
• Participate in strategic projects assigned by CFO/management.
• Maintain documentation, version controls, SOP updates, and data governance standards.

Required Qualifications & Skills-

• Qualified Chartered Accountant (CA) with 1–2 years post-qualification experience or CA inter
• Experience in audit, compliance, valuations, financial modelling, or insurance sector (preferred).
• Strong working knowledge of Accounting Standards, Companies Act, IRDAI norms, and financial controls.
• Advanced skills in Excel, ChatGPT, AI, and analytical reasoning.
• Strong communication and stakeholder management abilities.
• Detail-oriented, disciplined, and capable of managing multiple tasks.

Preferred Attributes-

• Proactive and self-driven professional with ability to work in fast-paced environments.
• Ability to present analysis and findings clearly to senior leadership.
• High integrity, confidentiality, and problem-solving mindset.

Why Join Us?

• Opportunity to work closely with CEO, CFO, and key leadership.
• Exposure to cross-functional operations in a regulated financial/insurance environment.
• Growth-oriented role with strong learning curve in strategy, compliance, and analytics.