Chartered Financial Planner

As a CFA/CFP at CoverYou, you will play a crucial role in bringing strategic financial discipline, cost oversight, and operational clarity to our growing team. Your responsibilities will include: - Building and managing financial dashboards for Opex, budgeting, forecasting, and cost allocation - Providing monthly MIS reports, tracking expenses, and aligning departmental spending with budgets - Supporting senior management with data-driven insights and profitability analysis - Performing risk analysis and compliance checks with respect to regulatory norms - Helping build new Sales focused Tech Product - Implementing financial controls to improve cost efficiency and accountability To excel in this role, you should possess the following qualifications and skills: - CFA Certification (Level 2 cleared minimum; Level 3 preferred) - 0-3 years of experience in corporate finance, FP&A, or insurance/fintech sectors - Strong proficiency in Excel, Zoho Books, or other ERP/Accounting tools - Knowledge of financial modeling, ratio analysis, and dashboard creation - Excellent communication and stakeholder management skills - Self-starter with a structured approach to planning and execution At CoverYou, a bootstrapped insurance company with a customer-first approach, you will have the opportunity to be part of a growing team that is building its systems from the ground up. You will have the chance to take ownership of the entire finance planning process, implement financial discipline and operational maturity, and gain cross-functional exposure working closely with HR, Tech, and Marketing teams. Additionally, you will benefit from a flexible work culture and the potential to grow into a leadership role.,