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Varun P. Balan

Chief of Staff to the CEO VP, Fp & a and Business Intelligence @BSI Financial Services

Dallas-Fort Worth, TX, US
EMAILS
v•••••@bsifinancial.com
MOBILE NUMBERS
+13•••••••57

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WORK HISTORY

Aug 2024 — Present

Chief of Staff to the CEO VP, Fp & a and Business Intelligence @BSI Financial Services

Added FP & A and Business Intelligence to my responsibilities. Responsible for one direct report. I am continuing to grow by getting more involved in corporate development and partnerships.

EDUCATION

2010

University of Pennsylvania

Bachelor of Applied Science, Applied Mathematics

2010

University of Pennsylvania

Bachelor of Arts, Political Economy

2006

Rampart High School

IB Programme

SKILLS

ResearchStartup DevelopmentFixed IncomeBusiness StrategyMicrosoft ExcelCorporate DevelopmentCapital RaisingStrategic PlanningCorporate FinancePrivate EquityBusiness DevelopmentStrategyProduct ManagementMarketingInvestmentsDue DiligenceProduct MarketingManagement ConsultingApplied StatisticsFinancial AnalysisHuman ResourcesProduct DevelopmentAnalysisData ScienceData AnalysisInvestment BankingSoftware DevelopmentFinancePythonLeadershipManagementProductStart-UpsRMergers & AcquisitionsEntrepreneurshipProject ManagementCapital MarketsValuationFinancial Modeling

ABOUT VARUN P. BALAN

Entrepreneur at heart. Operator as a means to make entrepreneurial visions come to life. Bringing the skills that I learned as an entrepreneur/small-time operator to small and medium-sized organizations where I can make a meaningful difference.Interested in the intersection of technology and financial services-based industries (FinTech, MortgageTech etc.). Recent and strongly growing interest in organizational management and leadership.

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