Job Description
About The Department
• Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals.
• Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the industry of finance.
Key Role Deliverables
• Leading project requests, guiding Analysts on execution and ensuring their output is client-ready
• Reviewing the Analysts' work for accuracy and consistency in the categorization of line items, journal entries, invoice processing, and other project-related deliverable
• Handholding team on complex projects and ensuring adherence to project deadlines and quality standards
• Understanding the company's capital structure, different types of debt issued, outstanding amount, maturity schedule, etc.
• Maximizing team productivity and ensuring communication guidelines and timelines (TAT) are adhered
Operational Responsibilities
• Training Analysts in spreading financial statements in the client database
• Reading and interpreting information from notes / schedules accompanying financial statements
• Working on developing Analysts' concept clarity and ability to interpret financial data
• Facilitating and guiding Analysts on companies with incomplete information or where financials are not reported using 'GAAP'
• Distinguishing between reported and adjusted EBITDA, different types of debt obligations
• Collating financial information and KPIs from broker reports, management call transcripts, and news articles
• Overseeing journal entries, PO requisitions, vendor creations, and payment reconciliations
• Reviewing and approving vendor and other expenses booked in CRM
• Creating monthly / ad-hoc reports
• Creating processes to optimize financial workflows
• Pro-actively managing client communication and serving as a point of contact for clients
Team Management
• Goal setting and performance review of direct reports. Able to deliver timely and document balanced performance feedback
• Leverage automation tools to increase the value proposition of the process and people
• Auditing of team timesheet, tracker for completeness and correctness
• Identify on the job training needs and provide training, coaching, and mentoring where appropriate
• Recruiting and retaining the highest quality talent into the team
• Instituting knowledge sharing / best practice sharing forums
• Preparing periodic performance, utilization, and efficiency reporting packages to discuss with the line Proficient with the English language and excellent communication and interpersonal skill
• Sound knowledge of accounting concepts; well versed with financial terms.
• Experienced in financial statement analysis
• Thrives to work in challenging environment and has flexible mindset and adaptability to manage client deadlines
• Attention to detail
• Strive to achieve Minimum 4 years of working experience (preferably finance experience)
Education
• Any graduate / MBA with finance specialization
Compensation: The compensation structure will be as per industry standards
(ref:iimjobs.com
• Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals.
• Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the industry of finance.
Key Role Deliverables
• Leading project requests, guiding Analysts on execution and ensuring their output is client-ready
• Reviewing the Analysts' work for accuracy and consistency in the categorization of line items, journal entries, invoice processing, and other project-related deliverable
• Handholding team on complex projects and ensuring adherence to project deadlines and quality standards
• Understanding the company's capital structure, different types of debt issued, outstanding amount, maturity schedule, etc.
• Maximizing team productivity and ensuring communication guidelines and timelines (TAT) are adhered
Operational Responsibilities
• Training Analysts in spreading financial statements in the client database
• Reading and interpreting information from notes / schedules accompanying financial statements
• Working on developing Analysts' concept clarity and ability to interpret financial data
• Facilitating and guiding Analysts on companies with incomplete information or where financials are not reported using 'GAAP'
• Distinguishing between reported and adjusted EBITDA, different types of debt obligations
• Collating financial information and KPIs from broker reports, management call transcripts, and news articles
• Overseeing journal entries, PO requisitions, vendor creations, and payment reconciliations
• Reviewing and approving vendor and other expenses booked in CRM
• Creating monthly / ad-hoc reports
• Creating processes to optimize financial workflows
• Pro-actively managing client communication and serving as a point of contact for clients
Team Management
• Goal setting and performance review of direct reports. Able to deliver timely and document balanced performance feedback
• Leverage automation tools to increase the value proposition of the process and people
• Auditing of team timesheet, tracker for completeness and correctness
• Identify on the job training needs and provide training, coaching, and mentoring where appropriate
• Recruiting and retaining the highest quality talent into the team
• Instituting knowledge sharing / best practice sharing forums
• Preparing periodic performance, utilization, and efficiency reporting packages to discuss with the line Proficient with the English language and excellent communication and interpersonal skill
• Sound knowledge of accounting concepts; well versed with financial terms.
• Experienced in financial statement analysis
• Thrives to work in challenging environment and has flexible mindset and adaptability to manage client deadlines
• Attention to detail
• Strive to achieve Minimum 4 years of working experience (preferably finance experience)
Education
• Any graduate / MBA with finance specialization
Compensation: The compensation structure will be as per industry standards
(ref:iimjobs.com
💡 Quick Summary
Seeking a career-building opportunity? The TresVista | Associate | Financial Process Services position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
