Finance & Accounting Manager | CPA | Onsite

TerraBarn Inc; Makati; On-site; PHP 1,800,000 - 2,600,000; Full time

Job summary

Direct Agent 5, Inc. in Makati City, Philippines, is seeking a Finance & Accounting Manager to oversee all accounting operations, ensure PFRS and BSP compliance, and manage regulatory reporting.

The role leads month-end close, liaises with auditors, and drives ERP implementation, finance automation, and internal controls. CPA is required with 5–10 years of progressive experience in finance or audit within financial services.

Qualifications

• CPA is required.
• 5–10 years of progressive experience in accounting, finance, compliance, or audit roles.
• Managerial or team leadership experience.
• Strong background in BSP compliance, regulatory reporting, and financial operations within financial services, fintech, banking, or NBFI environments is highly preferred.
• Experience in ERP implementation, finance automation, or digital transformation projects is an advantage.
• Knowledgeable in PFRS, taxation, internal controls, and audit processes.
• Advanced proficiency in Microsoft Excel and accounting/ERP systems.

Responsibilities

• Oversee the company’s full accounting operations, including general ledger management, financial reporting, treasury, and reconciliations.
• Ensure compliance with Philippine Financial Reporting Standards (PFRS), BSP regulations, BIR requirements, and other statutory obligations.
• Prepare and submit accurate and timely regulatory reports, including BSP and tax-related filings.
• Lead month-end and year-end closing activities and ensure financial data integrity.
• Serve as the primary point of contact for external auditors, tax consultants, and BSP examinations.
• Review and optimize finance workflows to eliminate inefficiencies and reduce manual processes.
• Develop and implement strong internal controls, risk management measures, and segregation of duties.
• Create, update, and standardize finance policies, procedures, and SOPs.
• Ensure audit readiness and proper documentation of all financial transactions and processes.
• Lead ERP implementation projects and finance systems integration initiatives.
• Drive automation projects to improve reporting accuracy, operational efficiency, and turnaround times.
• Collaborate with IT and data teams to develop real-time dashboards and financial analytics tools.
• Support the organization’s transition toward paperless and cloud-based finance operations.
• Evaluate and recommend financial technologies and tools that enhance scalability and compliance.
• Manage and mentor finance and accounting team members.
• Provide strategic financial insights and recommendations to management.
• Partner with cross-functional teams to support business growth and operational goals.
• Foster a culture of accountability, continuous improvement, and innovation within the finance team.

Skills

Regulatory reporting

Financial analysis

Leadership

ERP implementation

Automation & digital transformation

Excel proficiency

BSP compliance

Stakeholder management

Process improvement

Education

CPA

Tools

Microsoft Excel

ERP systems

Job description

Finance & Accounting Manager

Makati City, Philippines | Full On-site

About us

Direct Agent 5, Inc. (DA5) is a premier Fintech and Financial Services institution operating multiple regulated lines of business under the supervision of the Bangko Sentral ng Pilipinas (BSP).

Key Responsibilities

Financial Management & Regulatory Compliance

• Oversee the company’s full accounting operations, including general ledger management, financial reporting, treasury, and reconciliations
• Ensure compliance with Philippine Financial Reporting Standards (PFRS), BSP regulations, BIR requirements, and other statutory obligations
• Prepare and submit accurate and timely regulatory reports, including BSP and tax-related filings
• Lead month-end and year-end closing activities and ensure financial data integrity
• Serve as the primary point of contact for external auditors, tax consultants, and BSP examinations

Process Improvement & Internal Controls

• Review and optimize finance workflows to eliminate inefficiencies and reduce manual processes
• Develop and implement strong internal controls, risk management measures, and segregation of duties
• Create, update, and standardize finance policies, procedures, and SOPs
• Ensure audit readiness and proper documentation of all financial transactions and processes

Digital Transformation & Systems Management

• Lead ERP implementation projects and finance systems integration initiatives
• Drive automation projects to improve reporting accuracy, operational efficiency, and turnaround times
• Collaborate with IT and data teams to develop real-time dashboards and financial analytics tools
• Support the organization’s transition toward paperless and cloud-based finance operations
• Evaluate and recommend financial technologies and tools that enhance scalability and compliance

Leadership & Stakeholder Management

• Manage and mentor finance and accounting team members
• Provide strategic financial insights and recommendations to management
• Partner with cross-functional teams to support business growth and operational goals
• Foster a culture of accountability, continuous improvement, and innovation within the finance team

Qualifications

• Certified Public Accountant (CPA) is required
• At least 5-10 years of progressive experience in accounting, finance, compliance, or audit roles
• With managerial or team leadership experience
• Strong background in BSP compliance, regulatory reporting, and financial operations within financial services, fintech, banking, or NBFI environments is highly preferred
• Experience in ERP implementation, finance automation, or digital transformation projects is an advantage
• Knowledgeable in PFRS, taxation, internal controls, and audit processes
• Advanced proficiency in Microsoft Excel and accounting/ERP systems
• Strong analytical, problem-solving, and process improvement skills
• Excellent communication and stakeholder management abilities
• Able to work in a fast-paced and highly regulated environment

Preferred Qualifications

• Experience working in fintech, digital payments, lending, or financial institutions
• Exposure to business intelligence tools and data visualization platforms
• Familiarity with cloud-based finance systems and workflow automation tools
• Proven track record in improving operational efficiency and implementing scalable finance processes