Deals and Transaction Advisory Associate (Corporate Finance Associate)

Reyes Tacandong & Co.; Makati; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Reyes Tacandong & Co. dedicates its TAS practice to mergers, acquisitions, valuation, and financial modelling.

The Deals and Transaction Advisory Associate will join a collaborative team, supporting due diligence, valuation, financial modelling, and broader advisory services for diverse clients. This role requires readiness to work from the Makati office, with opportunities for professional growth through structured training and exposure to high-profile transactions within the Advisory Services

Qualifications

• CPA license is an advantage.
• Certifications such as CMA, CFA, FMVA, CEIV, CFM, or AFM are advantageous.

Responsibilities

• Assist in execution of financial due diligence for M&A and investments.
• Support valuation analyses to determine fair values.
• Contribute to development and refinement of financial models.
• Participate in general consulting engagements supporting advisory projects.
• Collaborate with senior staff to deliver actionable client insights.
• Engage in ongoing training and professional development.

Skills

Transactions advisory

Corporate finance

Audit

Financial analysis

Education

CPA license (advantage)

CMA CFA FMVA CEIV CFM AFM (advantage)

Job description

Job Title: Deals and Transaction Advisory Associate (Corporate Finance Associate)

Company: Reyes Tacandong & Co.

Division: Advisory Services

Practice Area: Transactions Advisory Services (TAS)

Job Type: Full-Time

About RT&Co. Transactions Advisory Services (TAS) Practice:

At Reyes Tacandong & Co., we are dedicated to providing insightful and impactful solutions that help our clients navigate complex business landscapes. Our Transactions Advisory Services (TAS) team is at the forefront of this mission, offering specialized guidance that goes far beyond traditional deal-making.

The TAS practice is integral to supporting businesses through every stage of their transaction journey, from initial mergers and acquisitions to strategic expansions and critical restructuring. We empower clients to make well-informed decisions, focusing not only on successful deals but also on broader organizational development, strategic restructuring, and enhancing overall performance.

Our team specializes in four key areas, ensuring comprehensive support for our diverse clientele:

• Financial Due Diligence (FDD): This involves a meticulous review and assessment of financial information to ensure accuracy and completeness. Before mergers, acquisitions, or significant investments, we dive deep into financial records, revenue streams, assets, liabilities, and business processes to identify potential risks, uncover erroneous reporting, and pinpoint synergies or deal-breakers.
• Valuation: We determine the precise current or future worth of a company or its assets. Our goal is to secure a fair price, preventing costly overpayments for buyers and ensuring sellers don't miss out on valuable opportunities due to undervaluation.
• Financial Model Development and Review: We build and refine robust financial models to forecast a company's future performance. These models are developed with careful consideration of both internal operational factors and external market dynamics, providing clear projections for strategic planning.
• General Consulting: Our team offers expert strategic advice to management across various business functions. This can include assisting with the creation and review of Information Memoranda and Business Plans, conducting investor and investee searches, supporting organizational restructuring, developing Human Resources (HR) policies, creating Family Constitutions, and executing in-depth market research and feasibility studies.

Beyond the technical work, the TAS team is deeply committed to nurturing the professional journey of every member. We provide extensive, comprehensive training—covering both service-specific knowledge and personal development—to foster continuous learning. Our approach ensures that each team member gains hands‑on experience across all TAS service offerings, truly enriching their skills and broadening their expertise.

Key Responsibilities

As a TAS Associate / Experienced Associate, you will be a vital part of our client engagement teams, contributing to various projects. Your responsibilities will include:

• Assisting in the execution of financial due diligence procedures for M&A and investment initiatives.
• Supporting valuation analyses to determine fair market values of businesses and assets.
• Contributing to the development, review, and refinement of complex financial models.
• Participating in general consulting engagements, providing analytical and research support across diverse business advisory projects.
• Collaborating closely with senior associates and managers to deliver high-quality, actionable insights to our clients.
• Engaging actively in continuous professional development and training programs offered by the firm.

Who We're Looking For

• A Certified Public Accountant (CPA) license is an advantage.
• Holding a CMA, CFA, FMVA, CEIV, CFM, or AFM certification is a significant advantage.
• Relevant experience in transactions advisory, corporate finance, audit, or financial analysis will be highly beneficial.
• A strong willingness to report daily to our Makati office or client sites for fieldwork as needed.
• Availability to start immediately.

Why Join Reyes Tacandong & Co.?

• Accelerate Your Growth: Benefit from a structured environment that emphasizes continuous learning through comprehensive training programs in both technical skills and personal development.
• Gain Broad Expertise: Experience every facet of transactions advisory work, from due diligence to strategic consulting, ensuring a well-rounded and enriched professional skill set.
• Work on Impactful Projects: Engage with high-profile clients on critical business transactions and strategic initiatives.
• Collaborate with Experts: Learn from and contribute alongside seasoned professionals in a supportive and collaborative atmosphere.