Associate, Financial Process Services

4 - 8 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be a part of the Financial Process Services (FPS) vertical at TresVista, where you will play a key role in leading project requests, guiding Analysts, reviewing work for accuracy, and maximizing team productivity. Your operational responsibilities will include training Analysts, interpreting financial statements, managing client communication, and ensuring accurate reporting of fixed assets. Additionally, you will be responsible for team management, including goal setting, performance reviews, training, and recruiting high-quality talent. Key Responsibilities: - Lead project requests and guide Analysts to ensure client-ready output - Review Analysts' work for accuracy and consistency in categorization - Handhold team on complex projects and ensure adherence to deadlines and quality standards - Maximize team productivity and ensure adherence to communication guidelines and timelines - Train Analysts in spreading financial statements and interpreting financial data - Manage client communication and act as a point of contact for clients - Set goals and conduct performance reviews for direct reports - Audit team timesheets and trackers for completeness and correctness - Identify training needs and provide coaching and mentoring - Recruit and retain high-quality talent for the team - Prepare performance, utilization, and efficiency reporting packages for discussion with the line manager Qualifications Required: - Proficiency in the English language with excellent communication and interpersonal skills - Sound knowledge of accounting concepts and financial terms - Experience in financial statement analysis or AP/OTC/RTR process - Ability to thrive in a challenging environment and manage client deadlines with a flexible mindset - Attention to detail and a drive for excellence Additional Details: TresVista is a global enterprise focused on delivering enduring value by combining best practices, technology-enabled execution, and industry-leading talent. The company's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. As part of the FPS vertical, you will have the opportunity to work with major clients in the financial services industry and enhance your professional growth in the finance industry. Role Overview: You will be a part of the Financial Process Services (FPS) vertical at TresVista, where you will play a key role in leading project requests, guiding Analysts, reviewing work for accuracy, and maximizing team productivity. Your operational responsibilities will include training Analysts, interpreting financial statements, managing client communication, and ensuring accurate reporting of fixed assets. Additionally, you will be responsible for team management, including goal setting, performance reviews, training, and recruiting high-quality talent. Key Responsibilities: - Lead project requests and guide Analysts to ensure client-ready output - Review Analysts' work for accuracy and consistency in categorization - Handhold team on complex projects and ensure adherence to deadlines and quality standards - Maximize team productivity and ensure adherence to communication guidelines and timelines - Train Analysts in spreading financial statements and interpreting financial data - Manage client communication and act as a point of contact for clients - Set goals and conduct performance reviews for direct reports - Audit team timesheets and trackers for completeness and correctness - Identify training needs and provide coaching and mentoring - Recruit and retain high-quality talent for the team - Prepare performance, utilization, and efficiency reporting packages for discussion with the line manager Qualifications Required: - Proficiency in the English language with excellent communication and interpersonal skills - Sound knowledge of accounting concepts and financial terms - Experience in financial statement analysis or AP/OTC/RTR process - Ability to thrive in a challenging environment and manage client deadlines with a flexible mindset - Attention to detail and a drive for excellence Additional Details: TresVista is a global enterprise focused on delivering enduring value by combining best practices, technology-enabled execution, and industry-leading talent. The company's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. As part of the FPS vertical, you will have the opportunity to work with major clients in the financial services industry and enhance your professional growth in the finance industry.

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