About Plum

Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations.

Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance.

Plum is on a mission to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. Plum is backed by Tiger Global and Peak XV Partners.

Role Overview

We are looking for a high-potential finance leader to partner closely with the CFO and leadership

team in driving strategic finance initiatives at Plum. This role is designed as a clear pathway to a

future CFO position, combining financial planning, business partnering, capital strategy, and

governance.

You will work at the intersection of strategy, finance, and execution, helping shape Plum’s next

phase of growth post-Series B

Key Responsibilities

1. Strategic Finance & Business Partnering

• Partner with business leaders (sales, marketing, product) to drive data-backed decision-making

• Build and track unit economics, cohort analysis, and profitability metrics

• Identify growth opportunities and cost optimisation levers

• Support pricing strategy, GTM investments, and expansion decisions

2. Financial Planning & Analysis (FP&A)

• Own company-wide annual operating plan (AOP) and rolling forecasts

• Drive variance analysis and actionable insights for leadership

• Build scalable financial models for new initiatives and scenarios

3. Fundraising & Investor Management

• Support CFO in fundraising, investor decks, and diligence processes

• Own monthly investor reporting and board materials

• Track key metrics and ensure alignment with investor expectations

4. Strategic Projects

• Lead cross-functional initiatives such as:

  • New business lines / market expansion

  • M&A evaluation (if applicable)

  • Strategic partnerships

• Act as a “mini-CFO” on high-impact projects

5. Governance & Financial Discipline

• Strengthen financial processes, reporting rigor, and controls

• Work with legal, compliance, and auditors on key matters

• Ensure readiness for scale (IPO / large-scale operations mindset)

What We’re Looking For

Experience

• 5–10 years of experience in:

  • Investment banking / consulting / PE / VC / high-growth startup finance

• Strong exposure to financial modeling, business finance, and strategy

• Experience working closely with founders / CXOs is a strong plus

Skills

• Strong analytical thinking with business intuition

• Ability to simplify complex problems into actionable insights

• Excellent stakeholder management and communication skills

• High ownership and bias for action

Mindset

• Aspires to become a CFO in the next 3–5 years

• Comfortable in ambiguity and fast-paced environments

• Strong integrity and attention to detail

• Builder mindset — not just reporting, but shaping outcomes

Why This Role?

• Direct CFO mentorship and exposure to all aspects of finance

• Opportunity to work on fundraising, board interactions, and strategy

• High visibility with founders and leadership team

• Clear path to future CFO role at Plum or within the ecosystem

Success Metrics (First 12 Months)

• High-quality financial planning and forecasting cadence

• Improved visibility on business metrics and unit economics

• Strong investor communication and reporting

• Tangible impact on key strategic decisions