WeRize - Director - Financial Planning & Analysis

About WeRize

Founded in 2019 by Vishal Chopra and Himanshu Gupta, WeRize is building Indias largest full stack fintechplatform for 500 million underserved middle-class customers who live in 5000+ small towns of India. WeRize (Wortgage technologies pvt ltd) also owns RBI registered NBFC subsidiary (Wortgage Finance pvt ltd).. This customer segmentis not served by privatesector banks, Insurersand Mutual Fund companies due to their low ticket-size and lifetime value and is dependent on PSU/Govt. banks. PSU/Government banks rarely provide financial products beyond basic savings accounts and these customers lack access to unsecured loans, MSME loans, credit cards, affordable housing loans, loan against property , health and life insurance and investment products.

WeRize manufactures innovative unsecured consumer credit, mortgages, loan against property, MSME loans,savings and insurance products designed for this customer base keeping in mind their needs, requirements and purchasing power, with a view to add a layer of financial security to their lives and enable access to credit.

While customers in these geographies use smartphones, they need properguidance and support when purchasing the right financial products for themselves. So, a pure digital model doesnt work for this segment. WeRize has innovated on this front through its Finance ki online dukaan (Social Shopify of Finance), a first of its kind social distribution tech platform in the financial services space that educates and enables local financially literate freelancers across these small towns to source business through online and offline channels, recommend the right financial product(s) to customers as well as provide after sales support.

Job Summary

We are seeking a highly skilled Chartered Accountant (CA) with 2-4 years of post-qualification experience to join our team as a Director of Financial Planning and Analysis. The ideal candidate will be responsible for providing financial insights and analysis to drive business decisions, budgeting, forecasting, and performance monitoring. This role offers an excellent opportunity to work in a dynamic environment and contribute to the financial strategy of the company.

Key Responsibilities

- Prepare and analyze financial reports, including variance analysis, and provide actionable insights.

- Assist in the development of financial models to support strategic initiatives and business decisions.

- Monitor and report key performance indicators (KPIs) and financial metrics.

- Collaborate with cross-functional teams to support financial analysis and business performance improvement.

- Conduct ad-hoc financial analysis to support senior management in decision-making.

- Ensure compliance with financial policies, procedures, and regulatory requirements.

- Provide support in preparing presentations for leadership and board meetings.

Key Requirements

- Strong knowledge of financial modeling, variance analysis, and financial reporting.

- Advanced proficiency in Excel and experience with financial software/tools (e.g., SAP, Oracle, etc).

- Excellent analytical and problem-solving skills with attention to details.

- Strong communication and presentation skills, with the ability to translate financial data into actionable business insights.

- Ability to work collaboratively across teams and manage multiple tasks in a fast-paced environment.