Kalpesh Makwana
Summary
A well rounded business professional with experience straddling across across geographies, industries, business verticals and skills. A results driven team player with great communication skills who can influence business decisions across corporate hierarchy and especially with senior management.
Overview
20
20
years of professional experience
Work History
Manager, Credit Card Analytics
Scotiabank
01.2018 - Current
- Advised business strategies to credit card and unsecured line of credit businesses based on in-depth insights from data analytics
- Analyzed businesses to dissect business trends, identify pain points and suggest potential remedies
- Some prominent assignments included pandemic impact, rewards analysis, campaign sizing and benchmarking, churn analysis
- Key member of revenue optimization exercise for day to day Canadian banking business. Assessed potential increase in revenues and 5-year NPV impact including various scenarios with sensitivity analysis
- Identified various customers pools to help business team device communication and mitigation strategies
- Detailed analysis of project Fusion (one of the largest product portfolio rationalization exercise for Scotiabank)
Client Services Specialist
Questrade Inc
01.2016 - 01.2018
- On the director's request, prepared a process improvement pitch; the recommendations were implemented
- Contributed significantly to business process excellence and change management
- Prepared user stories, use cases, UAT test plans for migration from proprietary CRM to Salesforce
- Understood Canadian retail Investments Industry in-depth including registered accounts
Vice President
Pioneer Investcorp
01.2014 - 01.2016
- Researched macroeconomic fundamentals and modelled/forecasted revenue and profit streams for various start-up/mid-growth companies
- Studied pricing mechanisms for many companies like online retailers, online food delivery businesses, online hotel/homestays aggregator, a secured meeting scheduler, conference manager etc
- Lead a team of 2 analysts and pitched to senior most executives across private equity space
- Prepared and delivered persuasive deliverables like pitchbooks, presentations, insightful investment analysis including financial projections and valuation
- Closed multi-million (US$10 mn - US$300 mn) deals including legal and operational due diligence, negotiations and deal structuring for global private equity players including Fairfax group, Canada
Analyst
Quant Capital
01.2010 - 01.2014
- Studied various consumer businesses as quick service restaurants, FMCG companies and media companies from Product and Customer segmentation perspective to evaluate the businesses better
- Lead a team of 3 analysts
- Consistently published and presented anti consensus investment ideas backed by rigorous analysis to institutional investors
- Rated Top 3 Finance professional by Bloomberg in the region
Equity Research Associate
Morgan Stanley
01.2007 - 01.2010
- Researched and authored insightful investment reports on consumer and materials sectors across India and South East Asia
- Independently managed global clientele including premier hedge funds, pension funds and investment managers
Equity Research Analyst
Pioneer Investcorp
01.2006 - 01.2007
- Researched and authored investment reports on Pharma and Chemicals sector in India
Consultant
Univesal Consulting (an LEK Consulting Associate)
01.2005 - 01.2006
- Project I: Business process reengineering to improve efficiencies in a pharma warehouse operation
- Undertook detailed time and motion studies, developed an understanding of process flow and documentation requirements and suggested improved processes to achieve higher productivity
- Successful demonstration of new processes and improvement in KPIs resulting in slashing invoice processing time by a substantial 75%
- Training of client staff on the new processes and documentation changes at 26 locations spread across India
- Project II
- Strategic advise to an engineering firm on improving client satisfaction
- Communication with various department on critical input requirement
- Altered document, process flow and communication plan across teams to minimize errors and improve efficiency
- Devised and implemented standard operating procedure at the client location
Education
Master of Management Analytics - Big Data Analytics And Data Science
Smith School of Business, Queen’s University
Toronto, ON01-2018
MBA - Finance
Welingkars
Mumbai, IN01-2005
Bachelor in Engineering - Chemical Engineering
MGM College of Engg And Tech
Mumbai, IN01-2001
Skills
- Business analytics and data science
- Strategy Consulting
- Research
- Excellent verbal, written and presentation skills
- Experience across Consulting, investment banking, private equity and retail banking
- In-depth grind in finance with extensive exposure to marketing and operations
Accomplishments
- Pioneered a presentation based internal consulting approach in the analytics role
- High impact in depth analysis based on rigorous data analytics in the credit card analytics team
- Judged one of the Top 3 teams by revenue management pioneer Warren Lieberman on a pricing project with a unique proposition to divert demand from hospital emergency room to family clinics
- Winner of Shopify Business Case team competition.
- Judged the best team on AIMIA and Spotify Business cases
- Rated Top 3 Finance professional by Bloomberg in the region
- Cleared CFA level I
- GATE (National level graduate studies admission test) 95 Percentile. All India rank – 113
- Offered admission at IIT, IISc and UICT (India’s premier engineering institutes for graduate studies)
- Offered admission as a Scientific Officer at India’s premier nuclear research institute, BARC
Timeline
Manager, Credit Card Analytics
Scotiabank
01.2018 - Current
Client Services Specialist
Questrade Inc
01.2016 - 01.2018
Vice President
Pioneer Investcorp
01.2014 - 01.2016
Analyst
Quant Capital
01.2010 - 01.2014
Equity Research Associate
Morgan Stanley
01.2007 - 01.2010
Equity Research Analyst
Pioneer Investcorp
01.2006 - 01.2007
Consultant
Univesal Consulting (an LEK Consulting Associate)
01.2005 - 01.2006
Master of Management Analytics - Big Data Analytics And Data Science
Smith School of Business, Queen’s University
MBA - Finance
Welingkars
Bachelor in Engineering - Chemical Engineering
MGM College of Engg And Tech
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