Operations Management Specialist

We are seeking a detail-oriented Manager to oversee end-to-end MIS reporting across business verticals, supporting strategic decisions with data-driven insights, and streamlining financial and operational reporting systems.Key Responsibilities: MIS & Business Reporting Design and deliver daily/weekly/monthly MIS dashboards covering sales, revenue, cost, P&L, and compliance KPIs. Track business unit performance for retail banking, corporate banking, treasury, wealth management, and equity/debt markets. Prepare business intelligence reports for CXOs, investors, and board-level discussions. Support the annual budgeting and forecasting processes across departments. Conduct variance analysis (plan vs actual) and performance trends to highlight strategic focus areas. Collaborate with Finance and Strategy teams to improve business profitability.Data Management & Automation: Manage integration of data across multiple sources such as core banking, trading platforms, CRM, ERP (SAP/Oracle), and external APIs Drive automation of reports using advanced Excel, SQL, and BI tools like Power BI, Tableau, or Qlik View Maintain data accuracy, compliance standards, and structured documentation Stakeholder Collaboration: Liaise with senior business heads (Treasury, Equity, Derivatives, Research, IB) to provide customized reports Provide insights to help optimize brokerage operations, channel performance, and cost structures Ensure alignment with risk, audit, compliance, and regulatory reporting functions Required Skills & Qualifications: Strong in financial modeling, profitability analysis, and investment metrics.Expertise in Excel, Power BI, Tableau, SQL (Python/VBA is a plus).Knowledge of financial products including loans, equities, bonds, derivatives, PMS, AIFs, MFs.Familiar with platforms like Bloomberg, NSE/BSE terminals, Murex, or broking back-office systems.Benefits: 8-12 years of experience in banks, brokerages, wealth firms, or investment banking setups.Experience in managing large-scale reporting for trading desks, fund management, or capital markets.Preferred Background: MIS/FP&A roles within a brokerage house, treasury desk, or IB research & operations.Understanding of SEBI, RBI, and exchange compliance reporting norms.Exposure to high-growth environments and managing cross-functional data requirements.