Anand Rathi - Vice President - Management & Director's Office - CA

Job Description:

We are looking for a professional with strong experience in Business Strategies & Analytics to support data-driven business decisions across Sales, Product, Risk, Broking and Operations.

Role & Responsibilities:

- Drive business, financial and investment analytics for the Management & Directors Office, covering business performance, profitability, AUM, revenue and key KPIs.

- Develop financial models, MIS, dashboards and management reports to support strategic and investment decisions.

- Analyze investment portfolios and family office assets, providing insights on asset allocation, performance, risk, liquidity and investment opportunities.

- Track business funnels, client activity and product performance to identify growth, cross-sell, retention and wealth creation opportunities.

- Evaluate campaigns, pricing, products and investment initiatives through ROI, profitability and impact analysis.

- Work closely with Sales, Broking, Product, Finance, Risk, Operations and Technology teams to translate data into actionable business insights.

- Provide analytical and financial support for corporate finance, structured/project finance and strategic transactions, along with management and regulatory reporting.

Preferred Candidate Profile:

- Qualified CA with 10 to 12+ years of experience in Business Strategy & Analytics, Corporate Finance, Investment Banking, Broking or Financial Services.

- The role will be part of the Management & Directors Office, working closely with senior leadership on strategic initiatives, business performance and data-driven decision-making.

- Strong expertise in financial analysis, business KPIs, MIS, business analytics and strategic planning, with excellent analytical, communication and stakeholder-management skills.

- Advanced proficiency in Excel/Google Sheets and hands-on experience with Power BI, Tableau or similar BI tools.

- Working knowledge of Python/R and basic statistical analysis for data interpretation and business insights.

- Prior experience in Financial Services/Broking will be preferred.