Vice President - CFO
About TresVista :
TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund
administration, accounting, and data analytics. TresVista has 1,500 employees across offices in North America, Europe and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs. TresVista is 'Great Place to Work-Certified- '
Responsibilities Assumed :Project Management :- Determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans
- Handling accounting of funds and multiple investment companies (SPVs)
- Managing and reviewing projects relating to calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall
- Being efficient in managing the execution of all key aspects of client deliverables
- Communicating directly with senior professionals such as CFOs, controllers, and accounting managers
- Ensuring all scheduled work is completed by agreed deadlines, checklists are signed, and files contain all required details
Managing Client Relationships :- Acquiring knowledge of clients' operations and general strategy
- Building and managing relationships with existing clients
- Understanding the overall goals of the transaction and client relationships
Team Management and Leadership :- Managing/mentoring a team of Analysts/Associates and reporting to the Management
- Driving projects and process improvements
- Monitoring procedures and controls within the team and reviewing and approving the team's work daily within the stated departmental guideline
Prerequisites :- Excellent communication skills
- Strong grasp of various aspects of finance and an analytical ability
- Commitment and ownership
- Strong eye for detail and ability to multi-task
- Ability to meet client-driven deadlines (demanding hours requiring time management skills)
- High levels of honesty & integrity, ability to lead a team and self-drive are essential
Experience :- 7 to 10 years of work experience with a bachelor's degree
- CA/MBA in Finance with 6+ years of work experience preferred
Education : Any Graduate / MBA (Finance) / CA
Compensation : The compensation structure will be as per industry standards
Location : Pune