EVP - Transition Management

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 Process Support Services (PSS) act as support functions to our clients and our core services by providing additional efficiency in execution. Within PSS, the Business Development Support (BDS) team helps in CRM implementation, real-time data capture, pipeline management, and investor relations. Our best-in-class processes include data cleanup and data enrichment of existing CRM by employing both manual and automated methods. The Financial Process Services (FPS) team adds value to its clients with varied financial processes ranging from data spreading to daily accounting, including activities under the F&A towers viz. procure-to-pay, order-to-cash and record to report.

The Role & Responsibilities:

Transition planning

• Develop and implement detailed transition plans including timelines, toll gates and resource planning
• Coordinate with stakeholders for plan alignment
• Regularly review transition opportunities in partnership with Sales, Clients and internal business lines
• Process scoping, mapping and resource management
• Analyze processes for identifying transition opportunities
• Document and map the processes with risk identification
• Compute resource requirements including skill sets
• Create resource hiring plan and partner with HR on timely hiring

Stakeholder engagement

• Collaborate with clients (internal as well as external), finance, HR, IT and procurement as part of the transition process including solution for IT implementation, risks and challenges
• Communicate progress, risks and challenges to stakeholders and leadership effectively and timely

Knowledge transfer

• Create detailed KT plan including identification of key trainers and enlisting support
• Oversee KT and accreditation of trainees
• Drive SOP management

Performance monitoring and reporting

• Define success metrics and monitor performance against these metrics
• Provide regular updates and post transition reports to all stakeholder

Experience:

• 5+ years of experience in transition management role and having led transitions from a wide base of clients geographically
• Strong project management, problem solving, communication and organization skills
• Good understanding of Finance and Accounting and business processes within financial services
• Good understanding of IT systems in relation to outsourced functions

Education

• Bachelors degree in Finance and Accounting or Business Administration
• Professional certifications (eg. CPA, CA, PMP, ACCA) are a plus

Compensation

• The compensation structure will be as per industry standard