Chartered Financial Planner

Company: CoverYou Location: Gurgaon Position Type: Full-Time (6 Days Working) Experience Required: 0 to 7 years Designation: CFA/CFP Reporting To: Senior VP, Sales About Us: CoverYou is a bootstrapped, customer-first insurance company operating successfully for the last 6 years. With a focus on tech-enabled insurance solutions, we aim to become the most trusted partner for insurance advisory, policy management, and claim assistance in India. As we scale, we are now looking for a CFA-qualified finance professional to bring strategic financial discipline, cost oversight, and operational clarity to our growing team. Why this Role Exists: Currently, CoverYou lacks a dedicated reporting manager or financial strategist. Financial planning, dashboard reporting, and cost allocation are handled manually and often lack structure. We’re looking to streamline these functions, automate reporting, and bring insight-driven forecasting into play - and a CFA is best suited to help us build that system from the ground up. Key Responsibilities: Build and manage financial dashboards for Opex, budgeting, forecasting, and cost allocation Provide monthly MIS reports, track expenses, and help align departmental spending with budgets Support senior management with data-driven insights and profitability analysis Risk analysis and compliance checks with respect to regulatory norms Help us build new Sales focused Tech Product Implement financial controls to improve cost efficiency and accountability Qualifications & 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 Why You Should Join CoverYou: Be part of a growing bootstrapped company building its systems from the ground up Take ownership of the entire finance planning process Help implement financial discipline and operational maturity Get cross-functional exposure working closely with HR, Tech, and Marketing Flexible work culture and room to grow into a leadership role Show more Show less