Arun A S
ACMA | Senior Financial Analyst | Finance
- Role
- Senior Financial Analyst at Avestar Capital
- Location
- Thiruvananthapuram, KL, IN
- LinkedIn followers
- 500 followers
About Arun A S
A Cost and Management Accountant ( CMA / ICWA) who has over 8+ years experience…
Experience
Senior Financial Analyst
Sep 2024 — Present · Thiruvananthapuram, IN
A US-Based Multi billion dollar Global Wealth Management Firm (RIA) & Multi-Family Office• Deliver strategic financial insights to senior leadership by analyzing revenue and AUM growth across investment strategies and client segments, enabling data-driven decision-making and targeted growth initiatives.• Own and Manage end to end billing across global operations ( Entire AR operations) and partial Account Payable operations.• Collaborate closely with the US-based CFO on financial reporting and board-level presentations, contributing to quarterly business reviews, strategic planning, and investor communications• Lead MIS reporting for senior management and the core investment team, delivering performance metrics, AUM trends, and client-level profitability insights.• Coordinate with third-party fund managers in the US and fund accounting teams in India, ensuring accuracy in fund operations, reconciliations, and portfolio valuations.• Manage and optimize client reporting platforms, including Black Diamond and Addepar, to support wealth management services for over 100 High Net-Worth Individuals (HNWIs), delivering customized investment performance reports and dashboards• Mentor and review the work of junior analysts, ensuring high-quality deliverables and continuous process improvement across reporting and operations.
Education
University of Kerala
M.Com Finance, Accounting and Finance
University of Kerala
Bachelor of Commerce, finance
2014 — 2017
Institute of Cost Accountants of India
CMA, Accounting and Finance
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