Finance Management Trainee

Dozee - Turtle Shell Technologies; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Dozee - Turtle Shell Technologies in Bengaluru, India is seeking a Management Trainee in Business Finance to support FP&A, reporting, budgeting, and strategic investments. The role emphasizes cross-functional collaboration across Sales, Operations, Tech, and Product to ensure financial visibility and growth.

The candidate should have 0–2 years in finance roles, a finance-related degree, strong analytical and modelling skills, and familiarity with SaaS metrics in an Indian context.

Qualifications

• Bachelor's degree in Finance, Accounting, CA or related field; MBA/CFA is a plus.
• 0–2 years experience in FP&A, business finance, or commercial finance roles, ideally SaaS/medtech/healthcare.
• Strong analytical and financial modelling skills; familiarity with SaaS metrics and India business context.

Responsibilities

• Track revenue performance and operating metrics (MRR, CAC, churn, gross margin).
• Support margin improvement initiatives.
• Assist in business cases for expansion, partnerships and key strategic investments.
• Own monthly FP&A reporting for India region to internal stakeholders.
• Support budgeting and forecasting with global finance teams.
• Prepare dashboards and ad-hoc reports for leadership decisions.
• Collaborate with Sales, Operations, Tech, Product teams in India for financial visibility.
• Coordinate with US finance teams for consolidation and intercompany data.
• Assist in board decks and investor materials.

Skills

Analytical thinking

Financial modelling

SaaS metrics understanding

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/CA

MBA/CFA is a plus

Tools

Excel/Google Sheets

Power BI/Tableau

Job description

Job Summary

Management Trainee - Business Finance

Responsibilities

• Commercial & Business Finance Support: Track the revenue performance, operating metrics (MRR, CAC, churn, gross margin), and
• support margin improvement initiatives
• Assist in business cases for expansion, partnerships, and key strategic investments.
• FP&A & Reporting: Own monthly reporting of India financial and operational performance for internal stakeholders
• Support the budgeting and forecasting process for India region in coordination with global finance teams
• Perform variance analysis and highlight key trends, risks, and opportunities to the Business Finance Lead
• Prepare dashboards and ad-hoc reports to support leadership decision-making
• Cross-functional Collaboration: Work closely with Sales, Operations, Tech, Product, etc. teams in India to ensure financial visibility and support key initiatives
• Coordinate with the US finance teams for inputs related to consolidation, intercompany billing, and data reconciliation
• Support preparation of board decks and investor materials with insights

Requirements

• Qualification: Bachelors degree in Finance, Accounting, CA or related field; MBA/CFA is a plus
• Experience: 0-2 years in FP&A, business finance, or commercial finance roles, ideally in SaaS, medtech, or healthcare.
• Strong analytical and financial modelling skills.
• Familiarity with SaaS metrics and India business context.
• Proficient in Excel/Google Sheets; experience with BI tools (e.g. Power BI, Tableau).
• Personal Traits: Proactive, structured thinker, comfortable working across time zones, and excited to work in a high-growth healthtech startup.