Credit Wise Capital - Chief Of Staff

Chief Of Staff

Description:

1. Strategic Planning & Execution

- Support the Founder in identifying, prioritizing, and driving strategic business initiatives across departments.

- Work with the Board of Directors and CEOs to develop inclusive strategic plans.

- Collaborate with Chief Financial Officers (CFOs) to establish a capital plan aligned with company strategies.

- Identify strategic threats and risks and develop plans to mitigate them.

- Analyze changes in market share, company performance, competitive intelligence, and market dynamics.

- Conduct research, data analysis, and business modeling to support decision-making.

- Identify strategic partnership opportunities, potential ventures, acquisitions and merger targets, and key capital projects.

- Set suitable metrics for measuring organizational progress and performance.

- Monitor business initiatives and execution plans.

- Coordinate with business heads for review meetings, dashboards, and follow-ups on key deliverables.

- Translate high-level business goals into actionable plans and measurable milestones.

- Monitor and evaluate business performance against strategic objectives, highlighting risks and opportunities.

- Lead annual and quarterly business planning, budget alignment, and performance review processes.

2. Investor, Stakeholder & Board Management

- Prepare investor decks, business performance reports, and quarterly updates highlighting company growth, financials, and key initiatives.

- Support fundraising activities, including preparation of pitch materials, financial models, and due diligence documentation.

- Maintain an investor database and ensure transparent, consistent communication aligned with company goals and compliance norms.

- Serve as a point of contact for key external stakeholders on behalf of the Founders Office for information, updates, or coordination.

- Represent the Founder/CEO in select investor or partner meetings when required.

- Ensure timely and transparent communication of company performance and metrics (portfolio growth, collections, profitability, etc.).

3. Special Projects & Research

- Lead cross-functional, high-priority projects such as process re-engineering, cost optimization, digital transformation, or new business verticals.

- Benchmark company performance and offerings against key industry players.

- Conduct deep-dive analyses on customer segments, pricing strategies, and market trends within the two-wheeler finance ecosystem.

- Identify operational inefficiencies or manual processes and recommend automation or technology-driven solutions.

4. Data & Digital Enablement

- Partner with technology and analytics teams to develop digital dashboards, automated reporting, and data visualization tools.

- Use analytics to generate actionable insights for portfolio growth, risk reduction, and process optimization.

- Support the adoption of digital-first operating models across departments.

Key Skills & Competencies

- Strong analytical and problem-solving skills.

- Excellent communication and presentation skills.

- Business and financial acumen.

- Project management and multitasking ability.

- High ownership, accountability, and discretion.

- Proficiency in Excel, PowerPoint, and business tools.

- Data analytics expertise.

Success Metrics

- Timely and high-quality execution of founder-driven projects.

- Improved strategic alignment and operational efficiency across teams.

- Strong trust and collaboration with the Founder and leadership team.