Required Skills

Spreading financial statement

Work Authorization

  • Citizen

Preferred Employment

  • Full Time

Employment Type

  • Direct Hire

education qualification

  • UG :- - Not Required

  • PG :- - Not Required

Other Information

  • No of position :- ( 1 )

  • Post :- 27th Jul 2022


About TresVista

TresVista is a global enterprise offering a diversified portfolio of services, including investment diligence, industry research, business development, fund administration, accounting, and data analytics. Working with a wide array of clients, including asset managers, advisors, corporates, and entrepreneurs, TresVista currently has over 1,000 employees across offices in Mumbai, Pune, Bengaluru, New York, London, and Singapore, and provides high-caliber support and operating leverage for over 1,000 clients across geographies and asset classes. TresVista is 'Great Place to Work-Certified' from February 2022 - February 2023 by the Great Place to Work.


Role Overview:

TresVistais looking to hire an Associate in theFPS department who will lead and manage a team of Analysts and Senior Analysts to service client deliverables and internal projects. An Associate will be primarily responsible for project scoping, ensuring deliverable quality as per client expectations, deadline management, stakeholder engagement, Analyst training, and overall team growth.

Key Role Deliverables:

  • Leading project requests, guiding Analysts on execution to ensure their output is client-ready
  • Reviewing the Analysts work for accuracy and consistency in the categorization of line items, journal entries, invoice processing, and other project-related deliverables
  • Handholding team on complex projects and ensure adherence to project deadlines and quality standards
  • Understanding the company’s capital structure, different types of debt issued, outstanding amount, maturity schedule, etc.
  • Maximising team productivity and ensure 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
  • Facilitating and guiding Analysts on companies with incomplete information or where financials are not reported using ‘GAAP’
  • Distinguishing between reported and adjusted EBITDA, different types of debt obligations
  • Overseeing journal entries, PO requisitions, vendor creations, and payment reconciliations
  • Pro-actively 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 document balanced performance feedback
  • Leverage automation tools to increase the value proposition of the process and people
  • Auditing of team timesheet, tracker for completeness and correctness
  • Identify on the job 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, utilisation, and efficiency reporting packages to discuss with the line manager


  • Proficient with the English language and excellent communication and interpersonal skill
  • Sound knowledge of accounting concepts; well versed with financial terms
  • Experienced in financial statement analysis
  • Thrives to work in challenging environment and has flexible mindset and adaptability to manage client deadlines
  • Attention to detail
  • Strive to achieve excellence


Minimum 3 years of working experience (preferably finance experience)


MBA with finance specialization


The compensation structure will be as per industry standards

Company Information