Finance Strategy Associate

Associate Manager II- Business Finance

Location : Bangalore About the Team The Business Finance team at Navi plays a crucial role in driving business performance across different Business Verticals. They provide valuable insights on cost and revenue, supporting data-driven decision-making and shaping key business strategies to optimize financial outcomes. About the Role This role is pivotal in supporting Navi’s investor relations and business finance functions by driving the preparation of key financial materials and insights. You will play a strategic role in analyzing business performance, monitoring market and competitive trends, and delivering actionable recommendations. The position demands proactive relationship management with investors and clear communication with senior leadership, including the Board of Directors. You will also lead prioritization and delegation within the team, while identifying strategic gaps and opportunities to enhance Navi’s financial and business strategies. What We Expect From You Preparing & managing the annual operating plan and quarterly forecasting Long term strategic planning and liquidity management Analysis of variance from plan and business targets Driving business profitability by working with various teams to improve margins, reduce costs and enhance overall returns Developing industry perspective by analyzing competitors and market studies Facilitating financial review meetings with business groups and work with business managers to ensure effective finance and cost management Supporting management in executing business strategies to achieve targeted KPIs Working with business groups to identify gaps and areas of improvement Working with the Financial Controllership team to ensure accurate financial representation of business through MIS and consolidation Prioritisation and delegation of tasks within the team Identifying gaps and areas of improvement in all the fixed costs and providing independent insights

Must Haves 1-3 years

of experience with MBA Finance or

a CA Great analytical skills and fast learner Excellent written and oral communication skills Strategy, Business Finance, Consulting role in corporates preferred Ex-VC or PE experience is a plus Ability to understand key business drivers and its impact on the financial numbers Takes initiative and can think of new ways to approach a problem Strong Excel Modelling skills

Inside Navi We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold — we’re building tech-first solutions that work at scale, with a strong customer-first approach.

Founded by

Sachin Bansal & Ankit Agarwal

in 2018, we are one of India’s fastest-growing financial services organisations. But we’re just getting started!

Our Culture The Navi DNA Ambition. Perseverance. Self-awareness. Ownership. Integrity. We’re looking for people who dream big when it comes to innovation. At Navi, you’ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you’re driven to deliver real value to customers, no matter the challenge, this is the place for you. We chase excellence by uplifting each other—and that starts with every one of us.

Why You'll Thrive at Navi At Navi, it’s about how you think, build, and grow. You’ll thrive here if :

You’re impact-driven :

You take ownership, build boldly, and care about making a real difference. You strive for excellence :

Good isn’t good enough. You bring focus, precision, and a passion for quality. You embrace change :

You adapt quickly, move fast, and always put the customer first.