Senior Vice President

Tresvista Financial Services; Mumbai; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

TresVista Financial Services is seeking a senior leader for the Value Realization (VR) Team within the CFO's Office Services. The role oversees capacity planning, automation initiatives, and performance improvements across a ~300-person organization supported by 20+ VPs.

Strong finance knowledge and leadership are essential. You will drive allocation of resources, ensure delivery excellence, and partner with strategy teams on budgeting, hiring, and client engagements.

Qualifications

• 14+ years of relevant work experience with a bachelor’s degree.
• CA/CFA/MBA in Finance preferred.

Responsibilities

• Lead adoption of AI-enabled tools and automation to improve efficiency and scalability.
• Oversee capacity management, budgeting, and forecasting across the service line.
• Implement quality frameworks, review cadences, and controls to drive improvements.
• Engage internal stakeholders across leadership, delivery, and strategy teams.

Skills

Leadership

Capacity management

Automation opportunities

Quality frameworks

Stakeholder engagement

Performance appraisal

Talent grooming

Training planning

Education

Bachelor’s degree

CA/CFA/MBA (Finance)

Tools

Fund accounting software

NAV calculation tools

Job description

About TresVista

TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.

About the Department

The Value Realization (VR) Team is a specialized function responsible for driving strategic oversight, operational excellence, and continuous improvement across critical delivery functions within the CFO's Office Services, one of TresVista's key service offerings. The team plays an integral role in strengthening delivery effectiveness by managing capacity planning, supporting automation and transformation initiatives, enhancing quality frameworks, overseeing reporting mechanisms, enabling AI adoption, and contributing to structured performance appraisal processes. Through a combination of process governance, data-driven insights, and cross-functional coordination, the VR Team helps improve service consistency, optimize resource utilization, and elevate overall delivery standards. The team also supports organizational capability building by identifying improvement opportunities, promoting scalable best practices, and fostering leadership development across delivery teams.

The Role & Responsibilities

Leadership and Managerial:

• Leading adoption of AI-enabled tools and automation initiatives to improve efficiency, accuracy, and scalability
• Driving capacity management across the service line by aligning staffing, utilization, budgets, and forecasts with evolving client and business requirements
• Identifying and implementing automation opportunities to reduce manual effort and improve consistency across processes
• Establishing quality frameworks, review mechanisms, and cadences to monitor performance, and drive improvement
• Managing internal stakeholder engagement across leadership, delivery teams, and strategy teams
• Driving performance appraisal processes to strengthen accountability, effectiveness, and talent retention
• Grooming future leaders (VPs) and charting their long-term path within the service line
• Collaborating with internal teams to determine training, staffing, budgets, and forecasts for the team
• Managing team of about 300 people through 20+ Vice Presidents. Retaining the best talent and providing opportunities for their long-term success

Product and Stakeholder Management:

• Improving the quality of service by establishing new processes, steps, checks, and balances
• Collaborating with cross-functional teams to align with overall business objectives
• Contributing to the overall operational strategy and responsible for the implementation of the strategy within the team
• Working closely with strategy teams for budgeting of people hiring, and client acquisition
• Driving quality across deliverables by strengthening review mechanisms, process controls, and accountability within team

Technical Understanding:

• Strong leadership and team building/management skills with the ability to set clear priorities, and deployment of resources
• Knowledge of fund accounting, NAV calculation, performance calculation, and financial instrument valuation

Experience

14+ years of relevant work experience with a bachelor's degree, CA/CFA/MBA in Finance preferred

Education

CA/CFA/ MBA (Finance)

Compensation

The compensation structure will be as per industry standards