Address- Responsibilities And Ownership (Things that the role cannot miss) General Be a trusted financial advisor to the CEO.
- Keep CEO updated on Financial Reporting, Audit and Compliance (understand equity research analysis & Capital work to CEO, & prioritize the project based on CEO's insights) Provide insightful analysis to the CEO on the impact of equity research analysis and Capital projects on the company's financial health.
- Work closely with the CEO to identify key financial priorities and initiatives.
- Collaborate with department heads to prioritize projects, ensuring resource allocation aligns with the CEO's strategic vision.
- Monitor project progress and provide regular updates to the CEO on critical milestones.
- Develop and evaluate investment strategies, identifying potential opportunities and assessing associated risks.
- Conduct thorough market research on stocks, companies, and industries to guide strategic decision-making.
- Prepare detailed financial reports, presentations, and forecasts to support executive-level discussions and initiatives.
- Conduct variance analysis and provide actionable insights to drive performance improvements.
- Collaborate with cross-functional departments to ensure integration of financial data into strategic planning processes.
- Stay abreast of emerging financial trends and developments, offering proactive recommendations.
- Financial Analysis And Reporting Conduct in-depth analysis of financial data, including balance sheet, revenue, expenses, and cash flow, to provide accurate and timely reports for the CEO.
- Prepare comprehensive financial models, forecasts, and variance analysis to identify key trends, risks, and opportunities.
- Generate regular reports and presentations for executive meetings, summarizing financial performance and highlighting critical insights.
- Strategic Planning And Decision Support Collaborate closely with cross-functional teams to assist in strategic planning initiatives, including budgeting, forecasting, and long-term financial planning.
- Provide strategic insights and recommendations based on financial analysis to support key business decisions and initiatives.
- Evaluate potential investments, acquisitions, or other strategic opportunities, presenting findings to the CEO for consideration.
- Performance Metrics And KPIs Develop and monitor key performance indicators (KPIs) to track business performance and assess the effectiveness of financial strategies.
- Analyze and interpret KPI data to identify areas for improvement and present actionable - recommendations to enhance operational efficiency and profitability.
-Fund Advisory Research and recommend the founder on his personal wealth investment strategy.
- Preferred Qualifications CA/CFA/MBA Finance with a track record of successfully analyzing financial data and providing actionable insights.
- Proficiency in financial analysis tools.
- Stakeholder and people management skills.
- Passion for Project management.
- Unwavering attention to detail, ensuring accuracy in all aspects of work.
- Impactful verbal and written communication skills, presenting complex financial information with clarity and conciseness.
- An eye on automation of processes and active coordination with tech and product teams to ensure products are being launched to automate manual and repetitive processes Strong knowledge of accounting principles.
- Well versed with software tools like MS-Office, Power BI, ERPs like Tally Prime Experience in development and documenting processes, SOPs, documentary controls, and accounting policies to maintain and strengthen internal controls Skills: accounting principles,project management,investment management,variance analysis,investment,sop documentation,power bi,forecasting,market research,equity research analysis,stakeholder management,people management,ms office,tally prime,financial analysis,strategic planning,process development,financial data,internal controls
