- Lead annual budgeting and business planning exercises in coordination with cross-functional stakeholders.
- Prepare periodic financial forecasts based on business performance, actualization trends, and market developments.
- Monitor budget utilization and track key business and financial performance indicators.
- Prepare and present monthly MIS reports covering AUM, disbursements, profitability, expenses, branch performance, and channel-wise performance.
- Identify business improvement opportunities and drive implementation through regular stakeholder reviews.
- Develop presentations and analytical reports for Board Meetings, Audit Committee Meetings, Management Reviews, and strategic discussions.
- Perform competitor benchmarking, market analysis, and regulatory impact assessments.




- Support the CFO in strategic initiatives, policy reviews, pricing strategy, and business planning projects.
- Manage shareholder reporting requirements, including financial projections, strategic plans, and group-level reporting.
- Ensure timely closure of ad hoc management requests, business analysis, and decision-support requirements.
- Drive automation initiatives, enhance reporting frameworks, and maintain corporate scorecards and planning documentation.
- Provide actionable insights to management by analyzing financial, operational, and business performance data.

📌 Vice President (Mumbai)
🏢 SMFG India Home Finance
📍 Mumbai