Talent.com
Financial Process Optimization Lead
Financial Process Optimization LeadTresVista • Pune, Republic Of India, IN
Financial Process Optimization Lead

Financial Process Optimization Lead

TresVista • Pune, Republic Of India, IN
23 days 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

    Optimization Lead • Pune, Republic Of India, IN

    Related jobs
    Financial Systems Configuration Expert

    Financial Systems Configuration Expert

    Atom • Republic Of India, IN
    As an experienced Oracle Functional Finance Consultant in Oracle ERP (Fusion or EBS) you will be responsible for leading and supporting financial process optimization, system configuration, and end...Show more
    Last updated: 17 days ago • Promoted
    Hyperion Financial Management Lead Consultant

    Hyperion Financial Management Lead Consultant

    Sunrise Systems, Inc. • India, India
    Hyperion Financial Management Lead Consultant.Must have 1-2 years of Hyperion (HFM) experience (Minimum) and hands-on experience with company divestitures (splitting companies, manipulating data).C...Show more
    Last updated: 1 day ago • Promoted
    Hyperion Financial Management (HFM) Lead Consultant

    Hyperion Financial Management (HFM) Lead Consultant

    Radiant Systems Inc • India, India
    Hyperion Financial Management Lead Consultant.The Hyperion Financial Management (HFM) Lead Consultant will support Client new joint venture by enhancing the on‑premise Oracle EPM / Hyperion Financial...Show more
    Last updated: 1 day ago • Promoted
    Financial Operations Lead

    Financial Operations Lead

    Jupiter • Republic Of India, IN
    A subject that’s always on our mind.We go through a rollercoaster of emotions when it comes to money.That’s why at Jupiter, our mission is to enable people to improve their relationship with money....Show more
    Last updated: 18 days ago • Promoted
    EPM Cloud Financials Implementation Lead

    EPM Cloud Financials Implementation Lead

    Dexian India • Chennai, Republic Of India, IN
    We are seeking to hire an experienced Oracle EPM consultant to lead EPBCS implementations, develop Narrative Reporting(EPRCS) solutions, and support enterprise financial planning & consolidation pr...Show more
    Last updated: 22 days ago • Promoted
    Financial Systems Lead

    Financial Systems Lead

    Sutherland • Republic Of India, IN
    Interested candidates can reach out to me @ roopashree.This hybrid role combines administration and technical leadership for Oracle FCCS and Workday Adaptive Planning. The position ensures system in...Show more
    Last updated: 10 days ago • Promoted
    Financial Ecosystem Growth Lead

    Financial Ecosystem Growth Lead

    Lxme • Republic Of India, IN
    LXME is India’s first comprehensive financial ecosystem designed exclusively for women empowering them to earn, spend, save, and invest with confidence. From LXME Pay (our UPI-led payments platform)...Show more
    Last updated: 30+ days ago • Promoted
    Lead Financial Solutions Advisor

    Lead Financial Solutions Advisor

    1 Finance • Pune, Republic Of India, IN
    Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions. Conduct thorough assessments of client ...Show more
    Last updated: 11 days ago • Promoted
    Short-Term Consultant : Digital Financial Services Expert

    Short-Term Consultant : Digital Financial Services Expert

    IFC - International Finance Corporation • India, India
    International Finance Corporation (IFC), a member of the World Bank Group, is the largest global development institution focused on the private sector in emerging markets.We work in more than 100 c...Show more
    Last updated: 1 day ago • Promoted
    Financial Managed Services Leader

    Financial Managed Services Leader

    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: 5 days ago • Promoted
    Financial Systems Consultant Lead

    Financial Systems Consultant Lead

    Radiant Systems Inc • Republic Of India, IN
    Hyperion Financial Management Lead Consultant.The Hyperion Financial Management (HFM) Lead Consultant will support Client new joint venture by enhancing the on‑premise Oracle EPM / Hyperion Financial...Show more
    Last updated: 1 day ago • Promoted
    Financial Solutions Design Lead

    Financial Solutions Design Lead

    Andor Tech • Pune, Republic Of India, IN
    C&B Design Solution Lead – Contract | Pune | Immediate Joiners.Electronic Bank Statement (EBS).Understanding of Cost / Profit Centre structures. Strong communication & stakeholder management.Ability t...Show more
    Last updated: 6 days ago • Promoted
    Financial Reporting Lead

    Financial Reporting Lead

    SuperHumanRace • New Delhi, Republic Of India, IN
    SuperHumanRace is an AI-powered sustainability tech platform that helps large organizations automate ESG reporting, track carbon emissions across value chains, and generate actionable insights for ...Show more
    Last updated: 6 days ago • Promoted
    Financial Systems Implementation Lead

    Financial Systems Implementation Lead

    NMD Placement Consultancy • Republic Of India, IN
    Track projects with top-down oversight throughout entire execution to ensure success as defined by adherence to standards of scope and timeline. Provide comprehensive solution that merge customer re...Show more
    Last updated: 15 days ago • Promoted
    Hyperion Techno-Functional Lead

    Hyperion Techno-Functional Lead

    Radiant Systems Inc • Republic Of India, IN
    Hyperion Financial Management Lead Consultant.The Hyperion Financial Management (HFM) Lead Consultant will support Client new joint venture by enhancing the on‑premise Oracle EPM / Hyperion Financial...Show more
    Last updated: 1 day ago • Promoted
    Financial Services Project Lead

    Financial Services Project Lead

    FICO • Republic Of India, IN
    The project managers are part of the Delivery Management practice within the Professional Services organisation.The key objectives of this team are : . Ensuring successful & consistent delivery of FIC...Show more
    Last updated: 30+ days ago • Promoted
    Oracle Financials Functional Lead

    Oracle Financials Functional Lead

    Intellicore Consulting Group • Republic Of India, IN
    Intellicore is a global services provider with a focus exclusively on delivering world class services in the domains of Oracle Enterprise Resource Planning, Enterprise Performance Management, Busin...Show more
    Last updated: 22 days ago • Promoted
    Financial Planning & Analysis Lead

    Financial Planning & Analysis Lead

    Exela Technologies • Chennai, Republic Of India, IN
    Minimum of 7 -15 years in Financial Planning & Analysis.Demonstrate the ability to understand businesses & processes.Review Master Sales Agreements / Statement of Works to analyse any gap in actual...Show more
    Last updated: 22 days ago • Promoted