VP - CFO - 2026

Tresvista Financial Services; Pune District; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

TresVista is seeking an experienced finance professional for its CFO Office Services team in Pune. The role emphasizes project management, client relationship building, and leading a skilled team to deliver fund accounting, NAV calculations, and monthly reporting for investment clients.

The candidate will oversee engagements, ensure timely delivery, mentor Analysts/Associates, and coordinate with senior CFO-level stakeholders across client organizations. CA/CPA/MBA finance background required.

Qualifications

• Excellent communication and presentation skills.
• Strong grasp of finance, accounting, and FP&A concepts.
• Ability to manage multiple engagements and meet deadlines.
• Experience mentoring and leading a team of analysts.
• Attention to detail and high integrity.

Responsibilities

• Project management: define scope, plan, deliver, and drive timelines.
• Managing and reviewing fund accounting, NAV calculations, capital calls and distributions.
• Prepare monthly/quarterly financial reporting, journal entries, and waterfall calculations.
• Lead a team of Analysts/Associates and ensure quality and timeliness of work.
• Build and manage relationships with clients and CFO-level stakeholders.

Skills

Excellent communication

Financial acumen

Analytical ability

Ownership & accountability

Detail orientation

Time management

Education

CA/CPA/MBA in Finance

Bachelor's degree

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 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

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
• Handling accounting of funds and multiple investment companies (SPVs)
• Managing and reviewing projects relating to calculation of net assets values, reconciliation of capital calls and distributions, partner capital statements, cash, and bank account reconciliation, preparation of monthly/quarterly financial reporting packages, journal entries, calculation of management fees, carried interest and waterfall
• 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

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
• Strong grasp of various aspects of finance and an analytical ability
• Commitment and ownership
• Strong 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 12 years of work experience with a Bachelor's degree
• CA/CPA/MBA in Finance with 7+ years of work experience preferred

Education:

• CA / CPA / MBA (Finance)

Compensation:

• The compensation structure will be as per industry standards

TresVista is a proud Equal Opportunity Employer and does not discriminate on any basis of race, religion, color, sex, gender identity or expression, sexual orientation, disability, marital status or national origin. All aspects of TresVista employment will be based on merit, competence, performance and business needs.