Director FP&A

# Director FP&A ## Company Overview Turtlemint Insurance Services Pvt. Ltd., founded in 2015 by Dhirendra Mahyavanshi and Anand Prabhudesai, is a Mumbai-based insurtech platform headquartered in Mumbai, Maharashtra, India. The company simplifies insurance purchasing by offering a digital platform for comparing and buying car, bike, health, and life insurance policies, supported by a network of over 300,000 Point of Sale Person (POSP) advisors across 17,000 pin codes. Turtlemint has facilitated over 10 million policies and raised $220 million in funding, achieving a valuation of $900 million in its 2022 Series E round led by Amansa Capital, Jungle Ventures, and Nexus Venture Partners. With total income surging to ₹506.5 crore in FY24, Turtlemint aims to raise $200-250 million to fuel expansion into mutual funds, loans, and global markets like Southeast Asia and the UAE. ## Job Summary The Director of Financial Planning and Analysis (FP&A) will lead the FP&A function at Turtlemint, a rapidly growing insurtech company operating at a scale of over US$ 250 million in premium generation annually. This role is critical in building Annual Operating Plans, supporting investor reporting, and overseeing revenue and profitability management. The position will involve leading a capable team and potentially expanding to include data science talent as the business grows, supporting the company’s ambition to go public in the coming years. ## Responsibilities - Lead the FP&A function and manage a small, highly capable team. - Develop and track the Annual Operating Plan, utilizing analytics dashboards for effective tracking of monthly performance. - Establish monthly Management Information System (MIS) reports for investors and ensure timely submissions and query resolutions. - Create a robust Business Performance Management framework with clear dashboards for business tracking and new initiatives. - Oversee revenue and Gross Margin management, ensuring performance aligns with plans related to net margins, contribution margins, and EBITDA. - Evaluate new business proposals and investments, collaborating with project sponsors and relevant CXOs. - Conduct systematic and adhoc investor reporting, including necessary uploads to reporting portals. - Implement proactive cost management processes and commercial management for key contracts to minimize recurring costs. - Support audit and due diligence processes and help lead fundraising efforts, including setting up data rooms and building financial models. - Assist the CEO and COO in investor outreach and presentations. ## Qualifications - Chartered Accountant with at least 10 years of experience in FP&A or finance functions, preferably in a medium-sized company. - Strong financial modeling skills and experience leading a team. - Excellent communication skills, both written and verbal, with strong interpersonal skills. - Experience in procurement and vendor selection with a focus on commercial negotiations. - Highly organized, with a strong attention to detail. - Advanced proficiency in Excel; experience with data analytics tools like Tableau or Power BI is advantageous. - Self-starter attitude with a proactive approach to tasks. ## Preferred Skills - MBA is not mandatory but will be advantageous. - Exposure to analytics packages such as Tableau or Power BI is a plus. ## Experience - Minimum of 10 years of relevant experience, preferably in FP&A or similar roles. ## Environment - Information on work setting, location (remote, in-office, hybrid), and any physical conditions relevant to the job is currently not specified. ## Salary - Salary details are not specified. ## Growth Opportunities - Potential for career advancement as the company scales and moves toward an IPO. ## Benefits - Benefits information is not specified.