1. Strategic Planning & Business Performance

- Lead monthly topline analysis and performance reviews with CEO , FP&A; Head, CFO and Regional Office.

- Own the preparation and presentation of company-level P&L;, premium MIS, and market positioning reports.

- Drive strategic insights through variance analysis (Actual vs Budget vs Prior) across channels and functions.

1. Budgeting & Forecasting

- Oversee quarterly forecasts and annual budgeting cycles in collaboration with Finance and Business Heads.

- Ensure alignment of financial plans with business goals and market dynamics.

- Provide strategic inputs to optimize resource allocation and cost efficiency.

1. Industry & Competitive Intelligence

- Lead competitive benchmarking and market analysis to support strategic decision-making.





- Present actionable insights to senior leadership for business growth and positioning.

1. Board & Leadership Communication

- Own the development of quarterly Board decks for CFO and CEO, ensuring accuracy, clarity, and strategic relevance.

- Collaborate with cross-functional teams to gather inputs and align messaging.

1. Leadership & Stakeholder Management

- Mentor and guide the Business Planning team, ensuring timely delivery and quality output.

- Act as a key liaison between Finance, Strategy, and Business Units for planning and reporting activities.

Drive continuous improvement in reporting processes, tools, and automation.

📌 Lead - Financial Planning & Analysis (Mumbai)
🏢 Generali Central Life Insurance
📍 Mumbai