Assistant Vice President - CFO Support Pune

About TresVista

TresVista is a global enterprise offering a diversified portfolio of services, including investment diligence, industry research, business development, fund administration, accounting, and data analytics. Working with a wide array of clients, including asset managers, advisors, corporates, and entrepreneurs, TresVista currently has over 1,000 employees across offices in Mumbai, Pune, Bengaluru, New York, London, and Singapore and provides high-caliber support and operating leverage for over 1,000 clients across geographies and asset classes. TresVista is Great Place to Work-Certified- from February 2022 - February 2023 by the Great Place to Work-

Responsibilities Assumed:

Technical Understanding:

- Analyzing and spreading the financial statements in the client database

- Understanding the correlation between the three financial statements (IS, BS, CF) to identify any inconsistencies while capturing or tagging line items

- Reading and interpreting information from accompanying notes/schedule for a deeper understanding of financial metric

- Understanding the company's capital structure, debt details and identifying related metrics and covenants of debt issued

- Able to differentiate and explain the terminologies associated with financial statements (e.g., Proforma Statement,Adjusted v/s Reported EBITDA, Carrying value of Debt, Interest Spread, Coupon, etc.)

- Ability to work on proprietary and third-party software designed to cater to finance industry

- Ensuring quality and accuracy of data

- Maximizing team productivity and ensuring communication guidelines and timelines (TAT's) are adhered

- Able to remediate project-related escalation by assigning the right resources and providing quality review

- Demonstrating flexibility and responsiveness to changes in the market. Challenge existing processes and mindset and display imagination and thoughtfulness to bring innovation

Project Management:

- Defining the scope of engagements, managing timelines, and ensuring timely delivery

- Ensuring efficient and effective execution of all key aspects of client deliverables

- Providing quality oversight on projects and document timely and continuous feedback for performance improvement

Managing Client Relationships:

- Retaining and expanding existing client relationships by increasing integration

Team Management and Leadership:

- Working closely with new Associates and guiding them on day-to-day project management and delivery

- Mentoring, training, and developing the Associates and Analysts

- Managing team issues effectively

- Contributing to the overall operational strategy for data quality function and responsible for the implementation of the strategy within the team

- Providing timely and continuous feedback for performance improvement

Prerequisites:

- Proficient with the English language and excellent communication and interpersonal skills

- Sound knowledge of accounting concepts; well versed with financial terms

- Experienced in financial statement analysis

- Perform detailed quality checks to ensure 100% quality and compliance with guidelines and operating policies

- Thrives to work in challenging environment and has flexible mindset and adaptability to manage client deadlines

- Attention to detail

- Strive to achieve excellence

Experience

- An MBA (preferably in Finance) with a minimum of 7-10 years of work experience,

- Or 10+years of relevant work experience with a bachelor's degree in any field (preferably finance or Accounting)

Education Graduate/MBA (Finance) preferred

Compensation The compensation structure will be as per industry standards

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.