12 Nov
|
WeRize
|
Bengaluru
About the company
India's first social distribution AI fintech platform for the underserved aspirational middle-class
- delivering Secured & Unsecured loans, Insurance, and Investment products across 5,000+ small cities of India (referred as India-2). Founded in 2019, WeRize is at an annualized-run-rate of $60 Mn (Gross revenues) and $32Mn (Net) and $7Mn+ of net profits before taxes (3x Y-o-Y growth) with ROE > 20%. We are projecting ~2x growth in topline and ~3x growth in profits over the next 12 months. WeRize operates as a “category creator” three-sided marketplace connecting 17,000+ trained local freelancers with India-2 customers and partner financial institutions, all powered by a full-stack AI operating layer that creates a “flywheel of trust” with self-reinforcing network effects.
• Distributor trust: Freelancers are empowered through AI-led tools that help them act in the long-term best interests of their customers.
• Customer trust: End customers rely on WeRize’s assisted distributor, data-driven recommendations across both asset and liability products
• Manufacturer trust: Financial Institutions rely on WeRize’s data, risk management and distribution intelligence to reach small city customers that they can’t serve on their own. Key highlights: What do we do
• Large, underpenetrated market prospect: India’s 300Mn+ aspirational middle-class captures ~30% of GDP, yet remains financially underserved across credit, insurance, and investments. Pure-digital models lack the required trust, while physical branches are economically unviable.
• Differentiated, asset-light social distribution: WeRize leverages 17,000+ financially literate freelancers across 5,000+ small cities. This branchless, zero-sales-team model delivers high-trust human touchpoints, superb unit economics, and strong freelancer retention through a broad product suite.
• Proprietary AI driven tech stack: Trained on 20Bn+ data points across 4Mn+ households, WeRize’s AI powers end-to-end operations. For distribution, it optimizes lead gen, selling, and engagement—turning freelancers into professional advisors. For manufacturing, it sharpens risk management, underwriting, and product structuring for high-margin expansion. To know more
about the company
, please visit: https://www.werize.com/ Role Overview As a key member of the Financial Planning & Analysis (FP&A;) team at WeRize, this role will act as a financial gatekeeper and strategic partner. Moving beyond standard operational processing, this role focuses on the financial control and audit of vendor payouts, rigorous commercial analysis, and deep-dive cost management strictly allocated across departments and product lines.
Key Responsibilities
Invoice & Payout Controls
• Conduct financial audits of high-value vendor invoices and advisor payouts to ensure strict alignment with purchase orders, approved budgets, and finalized contracts.
• Design and enforce internal financial controls over the accounts payable process to prevent revenue leakage, duplicate payments, and unauthorized spending.
• Investigate billing anomalies and compliance deviations, acting as the final FP&A; checkpoint before payout approval. Cost Management & Financial Planning
• Track, analyze, and allocate operational and vendor costs on a granular department-wise and product-wise basis.
• Conduct monthly Budget vs. Actual analysis to identify variances, cost overruns, and savings opportunities for each business unit and product line.
• Partner with department heads to understand their cost drivers and build accurate financial forecasts for future vendor spend.
• Develop and maintain automated FP&A; dashboards that provide leadership with real-time visibility into cost trends, margin impacts, and vendor liabilities.
📌 Finance Associate (Bengaluru)
🏢 WeRize
📍 Bengaluru