Joseph Kannadan

About Joseph Kannadan

Experienced finance professional with several years of diverse financial services sector experience. Currently serving as a management/corporate finance consultant within PwC\'s internal demand generation service - Insights Factory. Responsibilities includes business valuation, peer benchmarking, financial and operating performance analysis and capital allocation effectiveness review. Certified as a Financial Modeling and Valuation Analyst,(FMVA) by the CFIPrior years of experience include financial planning, analysis, and strategic finance roles supporting business leaders to selectively invest in high growth opportunities through proficient financial modeling and trend analysis. Additional skills and scope of responsibilities included end-to-end data analytics and data visualizations to help track progress against key financial performance indicators.

Experience

1. Corporate and Business Strategy Consulting - Banking and Payments

   Strategy&

   Feb 2025 — Present · US

   Corporate and Business Strategy consultant (Experienced Senior Associate); specialization for Banks, Payments, and Wealth InstitutionsHighlights from recent project experience− Consumer BankingDeveloped high-value and young affluent client deepening strategy for a ~$70B market cap Regional Bank to retain and grow the Bank’s target consumer client, estimated to deliver ~$16M ARR− PaymentsProduced detailed TAM/SAM/SOM analysis and Revenue and Sales GTM white space opportunity for ~$5B market cap Payment technology infrastructure provider serving large, global financial institutions− WealthRe-designed Operating Model strategy in Wealth Mgmt. for a multi-national regional bank to (i)harmonize client referral journeys,(ii) allocate revenue and cost sharing arrangements between affiliates and address regulatory scrutiny with regards to fiduciary responsibilities with client oversight− Private Equity/DealsConducted cost take-out opportunity analysis in support of M&A transaction for $2B manufactured Home/RVM lender. Financial analysis included sizing of savings opportunities across spans and layers, right-shoring across functional roles, and operational process improvement and automation levers

Education

• Villanova University

  Master of Business Administration - MBA, Strategic Management & Analytics

  2019 — 2020

• Temple University

  Bachelor’s Degree, Finance, General

Skills

• Microsoft Excel
• Microsoft Word
• Microsoft Powerpoint
• Accounting
• Sql
• Mutual Funds
• Finance