Shan Aristio S E MBA FMVA CFP

One of the oldest investment management company in Indonesia, subsidiary of PT Panin Sekuritas Tbk. I have been appointed to establish and develop an advisory unit as a think-tank and in-house management consultant role for Directors. In this newly established role, I report directly to CEO. Several of my roles are: - Counseled the C-suites in formulating turn-around management policy mix, corporate strategy, and the related strategic opportunities. - Organized the development of 5-Y corporate planning (RJPP), annual ABM budget & business planning (RKAP & RBMI), and functional strategies towards the turn-around strategies achievement. - Responsible for business intelligence, industry landscape analysis, and business analysis as a basis for decision making. - Conducted market research to determine institutional market segmentation and realigned institutional client’s product fit to maximize generated revenue. - Organized a holistic FP&A to reverse operating cash flow mismatch, customer attrition reduction, and projected both AuM and revenue forecast. - Examined existing business practices, and formulated business process reengineering. - Oversaw developmental of selling chain activities, including product research, new product rollouts, concentrated client risk reduction, and customer retention improvement. - Responsible for ad hoc presentations, meeting and inquiries from prospective partner and third party.