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.

Role Overview

As the Director of Finance, you will lead and own the end-to-end operational finance engine for a global organization operating within a unique and dynamic three-entity structure that is central to TresVista’s global strategy. This is a strategic leadership role where, beyond managing the finance function, you will act as a key partner in driving the organization’s valuation and growth.

The role sits at the core of the company’s financial operations, managing the financial interplay between:

- The US parent entity (equity and debt),
- The UK principal entity (revenue and IP), and
- The India delivery center (operations, ~95% of headcount).

Reporting to the CFO, you will oversee all financial functions—ranging from procure-to-pay and order-to-cash to FP&A; and taxation. Your mandate includes managing cost-plus transfer pricing, driving the monthly close, automating finance processes, and developing analytics that enhance equity value and mitigate risk.

Roles & Responsibilities

Monthly Close, R2R & Controllership

- Monthly Close Ownership: Drive the financial close calendar across all three legal entities (US, UK, India), progressively shortening the close timeline with an initial target of Day 5.
- Record-to-Report (R2R): Own the general ledger, chart-of-accounts harmonization, intercompany eliminations, cost-plus markup calculations, and consolidated group reporting.
- Statutory Compliance: Ensure timely audits, statutory filings, and compliance across India (Companies Act, GST), the UK (Companies House, HMRC), and the US (state and federal requirements).
- Internal Controls: Design, implement, and enforce a robust internal control framework to build the organization toward SOX readiness.

Procure-to-Pay & Order-to-Cash

- Procure-to-Pay (P2P): Lead the end-to-end P2P cycle, including vendor management, PO workflows, invoice processing, and payment authorization, driving automation via Dynamics 365 ERP.




- Order-to-Cash (O2C): Own the full revenue cycle—contract booking, invoicing, collections, and revenue recognition—ensuring compliance with IFRS 15 / Ind AS 115.
- Working Capital Management: Actively manage DSO and DPO to optimize the cash conversion cycle, supported by real-time dashboards.

FP&A;, MIS & Analytics

- Budgeting & Forecasting: Lead the annual budgeting exercise and rolling forecasts, developing granular P&L; models by entity, service line, and geography.
- MIS & KPI Dashboards: Design and deliver comprehensive monthly MIS packs with forward-looking KPIs, unit economics, customer profitability, and key business drivers.
- Equity Value Analytics: Provide valuation-focused insights, including margin expansion levers, cohort analysis, and revenue-quality metrics for board and investor discussions.
- Scenario Modeling: Build financial models to support strategic initiatives such as current market entry, service expansion, and innovative pricing structures.

Treasury & Cash Management

- Cash Flow Management: Oversee daily cash positions and maintain a 13-week rolling cash flow forecast across all entities.
- Banking Relationships: Manage banking relationships across jurisdictions, coordinating credit facilities, guarantees, and FX hedging strategies.
- Fund Flow Architecture: Partner with the Capital Markets team to ensure effective operational management of equity and debt-related fund flows.

Tax, Transfer Pricing & SEZ Compliance

- Transfer Pricing: Own the cost-plus transfer pricing framework between India and UK entities, ensuring robust benchmarking, documentation, and defensibility.
- Direct & Indirect Tax: Manage corporate tax, TDS, GST (India), VAT (UK), and US federal/state filings with full compliance.
- SEZ Compliance: Where applicable, manage SEZ-related compliance, including approvals, softex filings, and export obligation tracking.
- ESOP Tax: Coordinate with HR and Legal on ESOP-related tax implications, including perquisite calculations and cost recharges.

Risk Management & Internal Audit





- Risk Framework: Develop and maintain a comprehensive finance risk register covering FX, credit, counterparty, and operational risks.
- Internal Audit: Establish an internal audit program to identify control gaps and track remediation actions.
- Compliance Calendar: Maintain a centralized compliance calendar to ensure all statutory deadlines are met across jurisdictions.

Automation, ERP & Systems

- ERP Ownership: Serve as the primary finance owner for the Dynamics 365 ERP, driving adoption and maximizing system value.
- Process Automation: Champion automation of repetitive finance tasks using tools such as Power Automate and AI to enable higher-value analytical work.
- Data Integrity: Be accountable for the accuracy, consistency, and integrity of financial data across all systems.

Stakeholder Management & Commercial Interface

- Customer Engagement: Engage with key customers on commercial topics including billing, pricing discussions, and contract renewals.
- Vendor Management: Lead commercial negotiations with vendors on pricing, payment terms, and SLAs.
- Cross-Functional Leadership: Act as a key partner to Legal, HR, the CEO’s office, and the Capital Markets team.
- Board & Investor Readiness: Ensure all financial outputs are consistently board- and investor-grade, ready for external scrutiny.

Attributes

- Technology-first, commercially oriented, and outcome-driven
- Clear ambition with potential to grow into a CFO role
- First-principles thinker with strong problem-deconstruction skills
- Extreme ownership mindset focused on results
- High-agency self-starter with strong execution bias
- Detail-oriented while maintaining strategic perspective
- Excellent communication and stakeholder management skills
- Hands-on, player-coach leadership style
- Resilient and composed under pressure
- Uncompromising integrity and ethical standards

Experience

- Qualified Chartered Accountant with 15+ years of post-qualification experience
- Strong foundation in a Big 4 environment
- Minimum 5 years in a fast-paced industry role
- Proven ability to build and scale teams of 10+ members
- Deep expertise in Ind AS, IFRS, and preferably US GAAP
- Hands-on experience with cross-border transfer pricing and taxation
- ERP implementation and ownership experience

Compensation

- Compensation will be aligned with industry standards.

📌 Director_Finance (Mumbai)
🏢 TresVista
📍 Mumbai