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.

Department Overview CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A;, Treasury and other allied activities performed which assists the CFO’s office at the client’s end. The delivery team comprises highly skilled accounting professionals intended to function as an extension of the client’s team and further supported by additional value-added functions. The department serves various clients across Public and Private Equity, Investment Banks and other Corporates, Wealth Management Firms and Portfolio companies.

Responsibilities Assumed Project Management

- Determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans
- Managing and reviewing projects relating to FP&A; such as GL Account Mapping, Cash Flow Forecasting, Budget vs Variance Analysis, Performance Analysis including Board Presentations

- Integrating financial modeling for strategic planning and scenario analysis
- Emphasis on delivering strategic financial insights
- Being efficient in managing the execution of all key aspects of client deliverables

- Communicating directly with senior professionals such as CFOs, controllers, and accounting managers
- Ensuring all scheduled work is completed by agreed deadlines,



checklists are signed, and files contain all required details
- The role involves contributing to TresVista’s data security practices by ensuring the confidentiality, integrity, and availability of information handled, in alignment with the ISMS policies and framework

- The role involves contributing to TresVista’s business continuity practices by supporting organizational resilience, minimizing disruption, and ensuring timely recovery of critical operations in alignment with the BCMS policies

Managing Client Relationships
- Acquiring knowledge of clients’ operations and general strategy

- Building and managing relationships with existing clients
- Understanding the overall goals of the transaction and client relationships

Team Management and Leadership
- Managing/mentoring a team of Analysts/Associates and reporting to the Management

- Driving projects and process improvements
- Monitoring procedures and controls within the team and reviewing and approving the team’s work daily within the stated departmental guideline

Prerequisites

- Excellent communication skills
- Advanced analytical expertise including financial statement analysis, variance analysis, KPI development, and predictive financial modeling
- Ability to synthesize complex financial data into actionable insights

- Proficiency with Excel, financial planning platforms, and BI tools
- Commitment and ownership
- Solid eye for detail and ability to multi-task
- Ability to meet client-driven deadlines (demanding hours requiring time management skills)

- High levels of honesty & integrity, ability to lead a team and self-drive are essential

Experience
- 8 to 10 years of work experience with a Bachelor’s degree
- CA/MBA in Finance with 6+ years of work experience preferred

Education
- Graduate/MBA
- CA / MBA (Finance)

Compensation
- The compensation structure will be as per industry standards

📌 Vice President (Gurugram)
🏢 TresVista
📍 Gurugram