Roles & Responsibilities :
MIS Frameworks :
- Design and implement comprehensive MIS (Management Information Systems) frameworks aligned with investment strategies and operational needs, with a strong focus on the private equity sector.
- Review control and monitoring mechanisms, establish and track critical KPIs periodically, and perform gap analysis.
Financial Analysis & Reporting :
Conduct deep-dive diagnostic reviews of financial statements and industry benchmarking.Analyze financial data, develop financial models, and provide industry-specific insights into key financial ratios and KPIs (e.g., Insurance, Fintech, ITES, FMCG).Deal Execution & Transaction Support :
Assist clients in integrations, separations, and carve-outs, including planning and managing "Day 1 Activities" for seamless business transitions.Support deal execution by providing timely and accurate data analysis, financial modeling, and decision-making insights.Stay updated on relevant tax, accounting, legal, and sector updates that impact deal situations.Program and Project Management :
Lead functional workstreams, conduct interviews and workshops, and collaborate with cross-functional teams to implement services effectively.Develop and manage project plans, identify risks and issues, and work with the team and client to create mitigation actions.Oversee the Integration / Separation Office, including project tracking, updating stakeholders, and preparing status update reports.Client Engagement :
Facilitate extensive interactions with senior client representatives (CXO Levels), providing status updates, gathering feedbacks and aligning deliverables with client objectives.Assist in preparing proposals and business development activities, including first-draft engagement letters and risk management considerations.