Finance Process & Controls Lead (CPA)

Paul Morgann; Muntinlupa; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

Paul Morgann is seeking a Certified Public Accountant (CPA) to strengthen finance operations and optimize processes within a growing organization. The role focuses on improving workflows, controls, and efficiency beyond traditional accounting tasks.

The successful candidate will work with senior decision-makers to evaluate practices, implement scalable finance processes, and support continuous improvement across accounting and finance functions.

Qualifications

• CPA required.
• Strong background in financial accounting, reconciliations, controls, and reporting.
• Experience reviewing, documenting, or improving finance and accounting processes.
• Ability to analyze workflows and identify opportunities for efficiency and standardization.
• Strong communication skills translating accounting requirements into business solutions.
• Hands-on experience with ERP, POS, inventory management or related business apps.
• Proactive, detail-oriented and capable of thriving in a dynamic environment.
• Advanced proficiency in Excel or similar data analysis tools.

Responsibilities

• Assess current finance and accounting workflows to identify inefficiencies and gaps.
• Recommend initiatives to improve accuracy, productivity, and controls.
• Document business processes, procedures, and guidelines.
• Collaborate with stakeholders to gather requirements and implement practical solutions.
• Ensure financial processes have proper controls, approvals, and audit readiness.
• Validate and test new tools, enhancements, and process improvements.
• Monitor solutions and refine where necessary.
• Support continuous improvement across accounting and finance functions.
• Prepare reports, analyses, and recommendations for senior leadership.

Skills

Analytical skills

Communication skills

Process optimization

Detail-oriented

ERP systems knowledge

Tools

ERP systems

POS platforms

Inventory management systems

Excel

Job description

We are seeking a Certified Public Accountant (CPA) to take a key role in strengthening and enhancing finance operations within a growing organization. This position goes beyond traditional accounting and compliance responsibilities, focusing on process optimization, operational efficiency, and the improvement of finance-related workflows.

The successful candidate will work closely with senior decision-makers to evaluate existing practices, identify opportunities for improvement, and support the implementation of more efficient and scalable finance processes.

This role is best suited for someone who enjoys solving operational challenges, driving change, and improving the way accounting and finance functions support the business.

Key Responsibilities

• Assess current finance and accounting workflows to identify inefficiencies and process gaps.
• Recommend and support initiatives that improve accuracy, productivity, and control.
• Document business processes, procedures, and operational guidelines.
• Collaborate with stakeholders to gather requirements and develop practical solutions.
• Ensure financial processes maintain appropriate controls, authorization protocols, and audit readiness.
• Assist in the validation and testing of new tools, enhancements, and process improvements.
• Monitor implemented solutions and recommend further refinements where necessary.
• Support continuous improvement initiatives across accounting and finance functions.
• Prepare reports, analyses, and process recommendations for senior leadership.

Qualifications

• Certified Public Accountant (CPA) is required.
• Strong background in financial accounting, reconciliations, controls, and reporting.
• Experience reviewing, documenting, or improving finance and accounting processes.
• Ability to analyze workflows and identify opportunities for efficiency and standardization.
• Strong communication skills with the ability to translate accounting requirements into business solutions.
• Hands-on experience working with ERP systems, POS platforms, inventory management systems, or related business applications.
• Highly proactive, detail-oriented, and comfortable working in a dynamic environment.
• Advanced proficiency in Excel or similar data analysis tools.

Preferred Experience

• Exposure to business process improvement, finance transformation, or internal controls initiatives.
• Experience participating in systems enhancement, ERP-related projects, or process automation efforts.
• Background in high-volume transaction environments is advantageous.
• Familiarity with inventory, retail, distribution, or similar operationally intensive industries is a plus.