Overview
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Government Mandated Benefits
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HMO
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Responsibilities
- Lead financial statement preparation and analysis, ensuring compliance with IFRS, PFRS, and tax regulations.
- Review monthly, quarterly, and annual financial reports, identifying inconsistencies and providing recommendations.
- Ensure accurate recording of transactions, reconciliations, and adjustments for client accounts.
- Supervise payroll processing, accounts payable (AP), and accounts receivable (AR) reporting, ensuring accuracy and compliance.
- Perform financial health assessments, trend analysis, and client cash flow forecasting.
- Provide profitability analysis, budgeting support, and cost optimization recommendations.
- Assist clients with tax efficiency planning, financial decision-making, and investment analysis.
- Senior Associate 2: Serve as the main point of contact for high-value consulting engagements, managing complex projects and client expectations.
- Review and provide feedback on financial reports, reconciliations, and other deliverables prepared by Junior Associates.
- Conduct training sessions and coaching programs for Junior Associates on financial analysis and compliance.
- Mentor junior staff, helping them develop technical expertise and problem-solving skills.
- Senior Associate 2: Assist in succession planning by identifying high-potential team members for leadership roles.
- Client Relationship Management and Business Development: Serve as the primary client contact for assigned engagements, ensuring high-quality service and responsiveness.
- Maintain and strengthen long-term client relationships, identifying additional service opportunities.
- Prepare client proposals, engagement letters, and presentations to support business development efforts.
- Senior Associate 2: Assist in business development by identifying new clients and expanding service offerings.
- Identify and implement efficiency improvements in financial reporting, automation, and engagement workflows.
- Maintain proper documentation, audit trails, and compliance records to ensure firm-wide consistency.
- Senior Associate 2: Develop and propose innovative financial consulting solutions for firm-wide implementation.
- Risk Management and Compliance
- Ensure all financial reports meet legal, tax, and regulatory requirements.
- Review compliance procedures for client financial records, tax filings, and statutory obligations.
- Assist clients in preparing for external audits and tax assessments.
Education
- Bachelor’s degree in Accounting, Finance, or Business.
- CPA required; CMA, CFA, or MBA is an advantage.
Experience
- Senior Associate 1 (3–5 years): 3–5 years of experience in accounting, financial reporting, or financial consulting, with exposure to client engagements.
- Senior Associate 2 (5–7 years): 5–7 years of experience in financial consulting, accounting, or business advisory, with experience in leading engagements and team management.
- Financial Analysis and Reporting: Strong financial statement preparation, reconciliations, and variance analysis.
- Client Relationship Management: Ability to maintain strong client engagement, communication, and consulting skills.
- Business Advisory Expertise: Experience in budgeting, profitability analysis, financial modeling, and cost optimization.
- Leadership and Mentorship: Proven ability to guide and train junior team members.
- Process Optimization: Ability to identify and implement efficiency improvements in financial operations.
- Technical Knowledge: In-depth knowledge of IFRS, PFRS, and Philippine tax regulations.
- Base Salary: Competitive, aligned with industry standards.
- Performance Incentives: Based on engagement quality, business growth, and client service excellence.
- Profit Sharing: Eligibility for team-level profit-sharing programs.
- Health insurance coverage.
- Flexible work arrangements, team-building activities, and career growth support.
Job Type: Full-time
Skills: Bookkeeping, Communication Skills, Interpersonal Skills, Attention to Details, Taxes, Written and Verbal Communication Skills, Yearly Closing, Financial Literate
Working Location
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