Finance Operations Lead (Onsite - San Fernando Pampanga)

Jatro BPO; San Fernando; Hybrid; PHP 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Additional leave

Company events

Free parking

Opportunities for promotion

Paid training

Pay raise

Promotion to permanent employee

Career Progression Opportunities

Work Life Balance

Job summary

Jatro BPO in the Philippines seeks a Finance Operations Lead to manage daily finance and strata accounting activities, ensuring timely and compliant service delivery to clients.

You will lead a team of Finance Associates, drive performance reviews, and own continuous improvement initiatives across reporting, controls, and SOPs. Collaboration with client stakeholders is essential.

Qualifications

• Bachelor's degree in Accountancy, Finance, Accounting Technology, Business Administration, or a related field; CPA qualification is an advantage.
• Minimum of 5 years of accounting or finance experience, with at least 2 years in a team leadership or supervisory role.
• Experience managing client-facing finance operations in a BPO, shared services, outsourcing, or professional services environment.
• Strong knowledge of accounting principles, financial reporting, reconciliations, trust accounting, and month-end processes.
• Proficiency in Microsoft Excel, financial reporting tools, and strata management or accounting platforms.
• Experience supporting Australian clients, managing SLAs and KPIs, and overseeing service delivery is highly preferred.

Responsibilities

• Lead, coach, and develop Finance Associates, Strata Accountants, and Senior Strata Accountants.
• Establish performance expectations, accountability, and employee development goals.
• Conduct performance reviews, coaching sessions, and training initiatives.
• Monitor team productivity, utilization, workload distribution, and quality metrics.
• Oversee daily finance and strata accounting operations to ensure efficient service delivery.
• Ensure accurate and timely completion of client deliverables within agreed timelines.
• Review financial reports, reconciliations, trust accounts, and accounting outputs.
• Maintain strong relationships with client finance stakeholders and key business partners.
• Participate in client meetings, operational reviews, and service planning discussions.
• Manage client concerns, operational escalations, and service delivery risks.
• Ensure compliance with company policies, client requirements, accounting standards, and financial controls.
• Conduct quality reviews and implement corrective and preventive measures.
• Identify process inefficiencies and lead continuous improvement initiatives.
• Develop and maintain Standard Operating Procedures (SOPs), workflow documentation, and automation initiatives.
• Prepare operational reports, performance dashboards, and management updates to support business decisions and improve overall service quality.

Skills

Team Leadership

Performance Management

Client Relationship Management

Financial & Operational Management

Process Improvement

Risk Management & Compliance

Strategic Thinking

Communication & Interpersonal Skills

Organizational Skills

Adaptability

Education

Bachelor's degree in Accountancy/Finance

CPA qualification (advantage)

Tools

Microsoft Excel

Financial reporting tools

Strata management/accounting platforms

Job description

The Finance Operations Lead is responsible for leading and managing the daily operations of the Finance team, ensuring the accurate, timely, and compliant delivery of accounting and financial services to clients. This role oversees team performance, service delivery, quality assurance, workload management, and the continuous improvement of finance processes.

Key Responsibilities

• Lead, coach, and develop Finance Associates, Strata Accountants, and Senior Strata Accountants.


• Establish performance expectations, accountability, and employee development goals.


• Conduct performance reviews, coaching sessions, and training initiatives.


• Monitor team productivity, utilization, workload distribution, and quality metrics.


• Oversee daily finance and strata accounting operations to ensure efficient service delivery.


• Ensure accurate and timely completion of client deliverables within agreed timelines.


• Review financial reports, reconciliations, trust accounts, and accounting outputs.


• Maintain strong relationships with client finance stakeholders and key business partners.


• Participate in client meetings, operational reviews, and service planning discussions.


• Manage client concerns, operational escalations, and service delivery risks.


• Ensure compliance with company policies, client requirements, accounting standards, and financial controls.


• Conduct quality reviews and implement corrective and preventive measures.


• Identify process inefficiencies and lead continuous improvement initiatives.


• Develop and maintain Standard Operating Procedures (SOPs), workflow documentation, and automation initiatives.


• Prepare operational reports, performance dashboards, and management updates to support business decisions and improve overall service quality.

Qualifications

1. Bachelor's degree in Accountancy, Finance, Accounting Technology, Business Administration, or a related field; CPA qualification is an advantage.


2. Minimum of 5 years of accounting or finance experience, with at least 2 years in a team leadership or supervisory role.


3. Experience managing client-facing finance operations in a BPO, shared services, outsourcing, or professional services environment.


4. Strong knowledge of accounting principles, financial reporting, reconciliations, trust accounting, and month-end processes.


5. Proficiency in Microsoft Excel, financial reporting tools, and strata management or accounting platforms.


6. Experience supporting Australian clients, managing SLAs and KPIs, and overseeing service delivery is highly preferred.

Core Competencies

• Team Leadership & People Development


• Performance Management & Accountability


• Client Relationship Management


• Financial & Operational Management


• Process Improvement & Quality Assurance


• Risk Management & Compliance


• Strategic Thinking & Problem Solving


• Strong Communication & Interpersonal Skills


• Organizational Skills & Attention to Detail


• Adaptability, Proactiveness & Results Orientation

Benefits

• Additional leave


• Company events


• Free parking


• Opportunities for promotion


• Paid training


• Pay raise


• Promotion to permanent employee


• Career Progression Opportunities


• Work Life Balance