Associate, Financial Process Services

3 weeks ago

Pune, Maharashtra, India TresVista Full time

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
  • Overseeing journal entries, PO requisitions, vendor creations, and

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