Finance Executive, Insurance
PhonePe
Job Summary
PhonePe is seeking a skilled and detail-oriented FinOps Analyst with at least 1 year of experience in financial operations for a 1-year contractual role in Bengaluru. The ideal candidate will have a proven track record of handling reconciliations, automation projects, working with data visualization tools like Power BI, and possessing a strong command of Microsoft Excel. Key responsibilities include performing reconciliations with external reports, identifying and implementing automation solutions, leveraging Power BI for data analysis and reporting, developing complex Excel models, and collaborating cross-functionally.
Must Have
- Perform reconciliations with third party reports, identify gaps, communicate with relevant stakeholders and bring the issues to closure.
- Identify opportunities for automation in existing financial workflows and collaborate with IT and finance teams to deploy automation solutions using tools and scripts.
- Leverage Power BI or similar data visualization tools to create dashboards and reports, providing actionable insights to drive business decisions.
- Develop and maintain complex Excel models to support financial analysis, reporting, and business planning activities.
- Work closely with various departments (Finance, IT, and Operations) to understand requirements and implement financial solutions.
- Bachelor’s degree in Finance, Accounting, Business Administration, Btech or related field.
- Proficiency in Microsoft Excel (advanced formulas, pivot tables, VLOOKUP, etc.).
- Hands-on experience with Power BI or other data visualization tools.
- Experience in financial process automation using tools or programming scripts (e.g., Python).
- Excellent communication skills with the ability to convey complex financial information clearly and concisely.
Job Description
About PhonePe Limited:
Headquartered in India, its flagship product, the PhonePe digital payments app, was launched in Aug 2016. As of April 2025, PhonePe has over 60 Crore (600 Million) registered users and a digital payments acceptance network spread across over 4 Crore (40+ million) merchants. PhonePe also processes over 33 Crore (330+ Million) transactions daily with an Annualized Total Payment Value (TPV) of over INR 150 lakh crore.
PhonePe’s portfolio of businesses includes the distribution of financial products (Insurance, Lending, and Wealth) as well as new consumer tech businesses (Pincode - hyperlocal e-commerce and Indus AppStore Localized App Store for the Android ecosystem) in India, which are aligned with the company’s vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services.
Culture:
At PhonePe, we go the extra mile to make sure you can bring your best self to work, Everyday!. And that starts with creating the right environment for you. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. PhonePe-rs solve complex problems and execute quickly; often building frameworks from scratch. If you’re excited by the idea of building platforms that touch millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us!
Department: Finance/Operations (Contractual 1 year)
Job Summary:
We are seeking a skilled and detail-oriented FinOps Analyst with at least 1 year of experience in financial operations. The ideal candidate will have a proven track record of handling reconciliations, automation projects, working with data visualization tools like Power BI, and possessing a strong command of Microsoft Excel.
Key Responsibilities:
- Reconciliation with external reports: Perform reconciliations with third party reports, identify gaps, communicate with relevant stakeholders and bring the issues to closure.
- Automation Implementation: Identify opportunities for automation in existing financial workflows and collaborate with IT and finance teams to deploy automation solutions using tools and scripts.
- Data Analysis & Reporting: Leverage Power BI or similar data visualization tools to create dashboards and reports, providing actionable insights to drive business decisions.
- Advanced Excel Modeling: Develop and maintain complex Excel models to support financial analysis, reporting, and business planning activities.
- Cross-functional Collaboration: Work closely with various departments (Finance, IT, and Operations) to understand requirements and implement financial solutions.
Qualifications & Skills:
- Educational Qualification: Bachelor’s degree in Finance, Accounting, Business Administration, Btech or related field.
- Technical Skills:
- Proficiency in Microsoft Excel (advanced formulas, pivot tables, VLOOKUP, etc.).
- Hands-on experience with Power BI or other data visualization tools.
- Experience in financial process automation using tools or programming scripts (e.g., Python).
- Communication: Excellent communication skills with the ability to convey complex financial information clearly and concisely.
PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles)
- Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance
- Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System
- Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program
- Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy
- Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment
- Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy
Our inclusive culture promotes individual expression, creativity, innovation, and achievement and in turn helps us better understand and serve our customers. We see ourselves as a place for intellectual curiosity, ideas and debates, where diverse perspectives lead to deeper understanding and better quality results. PhonePe is an equal opportunity employer and is committed to treating all its employees and job applicants equally; regardless of gender, sexual preference, religion, race, color or disability. If you have a disability or special need that requires assistance or reasonable accommodation, during the application and hiring process, including support for the interview or onboarding process, please fill out this form.
Read more about PhonePe on our blog._
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