Professional Documents
Culture Documents
Who we are
Treeline is a boutique provider of business process outsourcing services based in Chennai, India with clients in the GCC and Africa Treeline provides back office support to functional areas such as accounting, finance, wealth management and human resources Founders include Jarir Investment of Riyadh and individual investors with broad experience in the Middle East Professional senior management with over 100 years combined experience in finance, accounting, investment back office and information technology Treeline serves a wide range of clients including banks, insurance companies, petrochemical companies, and family wealth offices
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Wealth Management
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Accounting
HR Services
Information security
Confidentiality agreements signed with all clients and all staff Stringent hiring criteria with background checks conducted on all staff Industry standard access controls and network controls
Encryption VPN, routing controls Firewalls Content and antivirus filters Static IP and more
Work area controls include Clear desk and clean screen policy, disabled drives, restricted email access and restricted access to mobile and storage devices 24hour video surveillance of all work areas
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Why Treeline?
Professional Support: Qualified professionals with broad experience in Accounting, Finance, Wealth Management and HR Cost Advantage: South India offers an abundant supply of skilled personnel. Our services are aimed at creating cost savings through direct and indirect cost savings involved in the functional area Quality Control: Adopts the ownership approach. Our systems follow multiple layers of quality control to ensure the output adheres to defined, measurable and agreed performance parameters Customization: We follow a client centric approach. Our services can be tailored to fit client requirements ranging from project basis to a fulltime service provider Continuity: Treeline functions as an extension of the clients office, Our operational team and processes ensure seamless workflow Information Security: Stateof the art network security, stringent information security controls and physical controls. Employees are carefully selected, background checks are conducted and must enter in to confidentiality agreements Long Term Stability: Backed by stable equity investors who are committed to the long term support of the company
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Management
R K Vasan Director & CEO Over 20 years of experience in Accounting and Finance in a wide spectrum of industries including retail, manufacturing and wealth management. He was involved in floatation of Jarir Marketing Ltd., a Saudi Joint Stock Company, including the merger of its retail and wholesale operations, induction of new shareholders through Private Placement and subsequently in its listing in the Saudi Stock Exchange. He has exposure to investment analysis and due diligence of hedge and private equity funds and experience in asset allocation and portfolio management. He is a Physics graduate from Madras University and a qualified Chartered Accountant(CA), Cost Accountant ( ICWA) & Company Secretary (CS) S N Sampath Chandra Director & Business Head, HR Sampath has over 25 years of experience in sales, marketing and HR. He has held senior positions in Coca Cola and the Parle Group in both India and Nigeria. Sampath has an MBA from Bangalore University R Parthasarathy Manager, Projects Over 12 years of experience in the field of Auditing, Enterprise Risk Assurance, Accounting and Finance. He is an associate member of ICAI (The Institute of Chartered Accountants of India), ICWAI (The Institute of Cost Accountants of India) and ICSI (The Institute of Company Secretaries of India)
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Management (Continued)
P Sri Devi Prasad Vice President, IT Over 13 experience in IT project management with domain expertise in banking, engineering and healthcare. Previously worked for Cognizant and Polaris. Has a Masters degree in Computer Applications and various certifications, including CPMP, AHM, PHAM R Kalyan Manager, IT Infrastructure Over 11 years of experience in IT Security and Infrastructure management. He has extensive experience in IT Security set up ,risk assessment, IT infrastructure planning & design, Networks maintenance etc. He is a Diploma holder in Electronics & Communication Engineering and is a qualified ISO 27001 Lead auditor . He has various certifications including CCNA, CVA, CEH, CISM, CISSP and CISA Shobha Venkataraman Manager, PE Fund Services Over 14 years of experience in Accounting and Fund Administration. Previously, she held a senior position at PEF Services, NY, a leading private equity fund administrator with over $ 2B under management. As a First employee and member of the Founding Team was responsible for preparation of quarterly and annual reports of clients in compliance with US GAAP and/or US Small Business Administration (SBA); Architect of a proprietary client data manager and automated system for preparation of client reports, that allowed the business to expand rapidly. Shobha has an MBA from Drexel University, USA
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Management (Continued)
Arunthavanathan Shanthini TeamLead (Operations) Over 5 years of experience in accounting, audit and enterprise risk assurance, having worked in companies like KPMG, Sri Lanka and Deloitte, India. She is a graduate in Science from the University of Colombo and a member of the Association of Chartered Accountants, UK (ACCA) and a finalist of the Chartered Institute of Management Accountants, UK (CIMA). She has also done her Diploma in HR Management and Computer Science. Tirtha Brata Panda VicePresident, Business Development Over 12 years of experience in Sales, Marketing and Business Development. He is a graduate in Science (B.Sc) from Orissa University of Agriculture & Technology, Bhubaneswar (India) and also a graduate in Law (LL.B) from Utkal University, Bhubaneswar (India). He has also done his Post Graduate Diploma in Business Management with specialization in Marketing from Xavier Institute of Management, Bhubaneswar (India). Has worked with companies like Johnson & Johnson, Tata AIG Life Insurance, ICICI Bank and Reliance Capital Asset Management at various capacities.
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Solutionprovidedbytreeline
Treeline worked closely with the clients team to understand their process and requirements and came out with comprehensive statement of work (SOW). The team is on schedule of 2 months to complete historical reconciliation Treeline will be reconciling the accounts on quarterly basis providing timely output and substantial cost savings
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ClientRequirement
The Client wanted to establish a proper flow of information between collectors, accountant and the sales team. They were focused on accounting the receipts properly and ensuring a proper system of follow up on uncollected money. They also wanted to ensure that the manual receipts were not misused and the money collected flows to the company coffers without loss of time and information. The Client is on a Tier 1 ERP platform
Solutionprovidedbytreeline
Treeline worked closely with the clients accounting, operations and IT team and came out with a process redesign within the ERP, meeting the clients requirements: Manual Receipt Book Issue was automated Receipts data entry will emanate from collectors and flow through to the accounting. This will ensure that the invoice application is based on customer inputs The modified process enabled everyone to identify the status of receipt at any point in time and also provided an acknowledgement of receipt by the accounting through the system
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SolutionprovidedbyTreeline
Two member dedicated team worked closely with the client to finalize the database & report formats Treeline also created two tools an excel download tool to download data for custom report creation and a update tool which automatically updates data from public domains The team is ahead of schedule to complete the initial database. The same team will be updating the data on quarterly basis providing consistency The turnaround time has been reduced by 50% with substantial cost savings
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SolutionprovidedbyTreeline
Treeline created an internal process to update the models on quarterly basis An update process document was created and agreed with the client. This allowed to cut down the communication required to resolve the accounting norms interpretations
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Solutionprovidedbytreeline
The Treeline analyst team reviewed the documents and provided a summary of their findings which included a sensitivity analysis of the cash flow projections along with their qualitative comments on the projections. The output was delivered well within the client specified deadline By outsourcing the financial analysis and review process to Treeline, the client was able to save nearly 40% of the cost involved in performing the analysis inhouse
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Solutionprovidedbytreeline
The Treeline team worked with the client in understanding the parameters required for analysis and built a robust platform that would help the client in analyzing the portfolio and operational risks involved in the funds that he had invested in or is planning to invest in The analytical tools being developed are aimed at helping in the investment decisionmaking process by assessing different probabilities and payoff scenarios for the funds Treeline is capturing the data at multiple levels and creating tools that allow for the data to be easily aggregated into both standard groups and user defined groups
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SolutionprovidedbyTreeline
Treeline developed a web based application that would enable capture of periodic information of the clients portfolio of funds for various categories of exposure such as sector, region, asset class, attribution, liquidity, and more The Treeline team developed a reporting tool that would provide a trend analysis of the funds exposure across defined criteria over a select period range Treeline also provided the client with a tool that would export the captured information into Excel which could be further classified and analyzed at the clients end
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SolutionprovidedbyTreeline
Treeline established a three member team to collate historical information of the clients investments and designed a flexible chart of accounts that will reflect his current investment process and accommodate future changes The team evolved an accounting policy in line with business requirements and have commenced capture of historical information under appropriate account heads and reconcile the balance with the external records (Fund manager / banks) Treeline is studying the reporting requirements of the client and developing user friendly formats that would analyze and provide insights to the performance of the Clients investments
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Plan and prepare partner distributions in compliance with GP agreement and management of actual distributions
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Cont.
Book Keeping including bank reconciliation Adhoc review of systems and procedures at GP including
Measures to improve existing accounting systems Filing and recordkeeping systems
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New Launch
ProductFeatures:
ProprietaryFixedAssetVerificationSoftware Helpsrecordassetmovements(transfers,disposals)alongwiththeirhistory Easytogenerateandprintindustrystandardbarcodelabels Assistsinverificationandreconciliationofassets Tag/Labelcreation BasedonInputinformationonvariousFixedAssets Customizelabelsbasedonclientsrequirement
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Dimensional Analysis
With FAMS, analysis is possible across four possible levels with multiple dimensions at each level
Location
Building/ Floor
Asset Nature
Capitalized
AssetClass
COMPUTER
Asset Category
SERVER
Department
Expensed
MACHINERY
CONCRETE MIXER
SubDept
VEHICLES
JEEP
FURNITURE
TABLE
TRUCK
ETC
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Activity Flow
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Screen Shot
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HR Services
Treeline specializes in recruitment services for Gulf and African countries Treeline offers endtoend recruitment services from sourcing CVs to pre departure orientation Treeline has created a proprietary systems and processes to meet the unique needs of human resource requirements of the region Treeline has access to various databases and an extensive network of external consultants Treeline has expert panels to conduct interviews for specialized disciplines Eg: medical, engineering etc.
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Indicative Timelines
Activity
Jobdescription/Contract Advertisementand Shortlisting Mapping&Screening Review &ShortlistbyClient Client Interview Finalization&Offer AcceptancebyCandidate VisaProcess Week15onwards Completiondatediffersbycountry
WK 0 WK 1 WK 2 WK 3 WK 4 WK 5 WK 6 WK 7 WK 8 WK 9 WK 10 WK 11 WK 12 WK 13 WK 14
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TreelineBusinessSolutions
5thFloorEasternWing,SreyasChamiersTowers, 37,ChamiersRoad,Teynampet Chennai 600018INDIA Tel:+914424357756/7766Fax:+914424357756 www.treeline.co