Vice President, Financial Process Services (Six Sigma)

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.

About the Department

Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals. Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the industry of finance

The Role & Responsibilities

Process Optimization: Analyzing current workflows and identifying inefficiencies, bottlenecks, NVAs, and areas for improvement using data-driven approaches. Building actionable insights, provide solutions and implement

Project Leadership: Leading cross-functional improvement projects from ideation to implementation, ensuring measurable outcomes and stakeholder alignment. Driving six sigma green belt and black project

Data Analysis & Reporting: Using tools like Power BI, Excel, and statistical software to monitor KPIs, track progress, and report on improvement initiatives

Drive business outcome indicators (BOIs): Brainstorming with delivery team, develop themes to drive client business outcome indicators by creating a business case. Engage with client interactions as necessary

Training & Mentoring: Educating and mentoring teams on Lean, Six Sigma, and other CI methodologies thereby inculcating a culture of First Time Right, waste elimination, self RCA, and leveraging best practices. Lead ideation drives on the floor, establish themes and drive improvement initiatives

Root Cause Analysis: Conducting RCA using tools like Fishbone Diagrams, 5 Whys, and FMEA to address recurring issues and prevent future occurrences

Standardization: Developing and implementing SOPs and best practices to ensure consistency and accuracy across operations

Change Management: Collaborating with stakeholders to manage change effectively, ensuring buy-in and smooth adoption of new processes

Benchmarking & Innovation: Staying updated with industrys best practices and bringing innovative ideas to improve quality, speed, and cost-effectiveness

Drive Automation, AI, Gen AI, Agentic AI initiatives, projects: Collaborating with in-house technology function, building comprehensive test cases, perform UAT, build macros, VBA as part of continuous improvement drive. Driving through structured and strategic approach -Project plan, Gantt chart, RAID log, RACI, etc.

Experience:

Minimum of 7-8 years in a Continuous Improvement (CI) role with overall 10-12 years of overall experience

Hands on with six sigma tools (DMAIC, VSM, FMEA etc.), CI framework (Lean, Kaizen) and data analysis using Minitab

Led strategic initiatives in automation, Generative AI and Agentic AI solutions to deliver scalable, intelligent systems

Hands on exposure in platform implementation, overseeing end-to-end project management activities including planning, execution, and stakeholder coordination

Strong communication and influential skills; should have collaborated with large clients/ partners on various CI opportunities

Strong analytical and structured problem-solving skills

Education/Certifications

Bachelors/ Masters degree in Finance and Accounting or Business

Certified Six Sigma Black Belt having successfully championed multiple projects with significant dollar saves

Kaizen or TPM Certification

Project Management (PMP or Prince2)

Compensation

The compensation structure will be as per industry standards