Anand Rathi - Vice President - Management & Director's Office - CA (10-14 yrs)

Job location: Mumbai Overall experience: 10 to 14 years Employment type: Full Time, Permanent Job type: fulltime 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.