Talent.com
Associate, Financial Process Services
Associate, Financial Process ServicesTresVista • India
Associate, Financial Process Services

Associate, Financial Process Services

TresVista • India
1 day ago
Job description

About TresVista

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

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 finance industry.

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 another project-related deliverable
  • Handholding team on complex projects and ensuring adherence to project deadlines and quality standards
  • 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
  • Calls & Emails for collecting pass due amount
  • Understanding of DSO
  • Timely application of cash
  • Collating financial information and KPIs from broker reports, management call transcripts, and news articles
  • Managing T&E payments
  • Creating monthly / ad-hoc reports
  • Managing Fixed Asset : Accounting, and reporting of organizations fixed assets
  • Ensure accurate capitalization, asset disposal, impairment testing, and depreciation calculations
  • Proactively 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 balanced performance feedback
  • Auditing of team timesheet, tracker for completeness and correctness
  • Identify 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 manager
  • Prerequisites

  • Proficient with the English language and excellent communication and interpersonal skill
  • Sound knowledge of accounting concepts; well versed with financial terms
  • Experienced in either financial statement analysis or AP / OTC / RTR process
  • Thrives to work in a challenging environment and has a flexible mindset and adaptability to manage client deadlines
  • Attention to detail
  • Strive to achieve excellence
  • Experience

    Minimum 5-8 years

    Education

    Any graduate / MBA with finance specialization

    Compensation

    The compensation structure will be as per industry standards

    Create a job alert for this search

    Financial Associate • India

    Related jobs
    Client Servicing Associate

    Client Servicing Associate

    Occams Advisory • Republic Of India, IN
    Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions.Occams has...Show more
    Last updated: 11 days ago • Promoted
    Client Services Associate

    Client Services Associate

    AuthBridge • Republic Of India, IN
    Serve as the primary point of contact for assigned clients, managing communication and queries with responsiveness and professionalism. Coordinate onboarding and implementation processes for new cli...Show more
    Last updated: 3 days ago • Promoted
    Associate, Financial Process Services

    Associate, Financial Process Services

    TresVista • Pune, Republic Of India, IN
    TresVista is a global enterprise whose business model is built to deliver enduring value.TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meanin...Show more
    Last updated: 30+ days ago • Promoted
    Associate - Corporate Actions / Income Process

    Associate - Corporate Actions / Income Process

    BNP Paribas • Chennai, Republic Of India, IN
    The Custody – Corporate Actions Department is very important and critical process, of handling Corporate Actions for the clients globally. The Global custody processing in BNP Paribas Securities Ser...Show more
    Last updated: 18 days ago • Promoted
    Associate Transactions & Processing

    Associate Transactions & Processing

    Confidential • India
    Founded in 1988 and headquartered in Atlanta, Trimont (www.We do this with a team of 1100+ extraordinary Team Members who serve a global client base from offices in Atlanta, Bengaluru, Charlotte, D...Show more
    Last updated: 25 days ago • Promoted
    Finance And Operations Associate

    Finance And Operations Associate

    CultureMonkey • Chennai, Republic Of India, IN
    At CultureMonkey, we’re reimagining employee engagement for the modern workplace.As a fast-growing HR Tech SaaS startup, we’re passionate about building tools that empower organizations to foster m...Show more
    Last updated: 1 day ago • Promoted
    Finance Associate

    Finance Associate

    Artefact • Pune, Republic Of India, IN
    As a Finance Associate you are responsible for analyzing and interpreting financial information of Artefact Companies to assist making the informed business decisions. This may include creating fina...Show more
    Last updated: 21 days ago • Promoted
    Process Associate

    Process Associate

    Confidential • India
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show more
    Last updated: 8 days ago • Promoted
    Senior Associate - Transaction Advisory Services

    Senior Associate - Transaction Advisory Services

    Sikich India • India
    Previous experience in financial due diligence and related areas for the US market is preferred.The candidate will assess business risks and opportunities, advise on acquisitions and restructuring ...Show more
    Last updated: 1 day ago • Promoted
    Finance Associate

    Finance Associate

    Raksha Foundation • India
    Raksha Animal Welfare & Children Education Center, part of the Raksha Foundation, is dedicated to transforming lives through compassionate care for stray animals and quality education for underpriv...Show more
    Last updated: 1 day ago • Promoted
    Associate

    Associate

    Roc360 • Chennai, Republic Of India, IN
    Roc360 is a financial services and asset management platform for residential property investors in.The company connects fragmented loan markets with institutional capital through a branchless netwo...Show more
    Last updated: 21 days ago • Promoted
    Finance Associate

    Finance Associate

    Confidential • India
    We are looking for a detail-oriented finance professional to support our treasury and financial operations through data collection, reporting, and analysis. The role involves evaluating DeFi opportu...Show more
    Last updated: 25 days ago • Promoted
    Senior Process Associate

    Senior Process Associate

    Knack RCM • Republic Of India, IN
    The Senior Process Associate – Physician Billing (AR) is responsible for managing the Accounts Receivable process, ensuring timely follow-ups, resolution of denied or pending claims, and maintainin...Show more
    Last updated: 16 days ago • Promoted
    Associate Director Financial Reporting

    Associate Director Financial Reporting

    Meesho • Republic Of India, IN
    The team at Meesho is a close-knit and high-performing group that brings together a diverse mix of professionals from Big 4 consulting, FMCG giants, and top-tier investment firms.Our members includ...Show more
    Last updated: 30+ days ago • Promoted
    Associate Securitized Products

    Associate Securitized Products

    Company • Republic Of India, IN
    Role - Associate Securitized Products.Analyzing prepayment and default trends for various types of mortgage securitizations and. Monitoring investor ownership structure in different sectors.Monitori...Show more
    Last updated: 4 days ago • Promoted
    Process Associate

    Process Associate

    Anand Rathi Share and Stock Brokers Ltd • India
    Discussing with process owner and drafting SOP.Reviewing the process and identify inefficiencies in operational processes. Identify and evaluate operational, financial, and regulatory risks and Iden...Show more
    Last updated: 1 day ago • Promoted
    Associate Director / Director – Financial Managed Services

    Associate Director / Director – Financial Managed Services

    BIG4 • Republic Of India, IN
    Lead large complex engagements or multiple mid-sized independent engagements in a financial services operations environment. Manage end-to-end delivery involving both build and run parts of projects...Show more
    Last updated: 2 days ago • Promoted
    Senior Associate

    Senior Associate

    Acuity Knowledge Partners • Republic Of India, IN
    Updating and managing portfolio details of various private equity funds.Updating pre-defined investor specific quarterly bespoke reporting templates. Analyze PE Funds performance by going through fu...Show more
    Last updated: 30+ days ago • Promoted