Knowledge Management Lead- Finance

PM Consulting; Metro Manila; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

PM Consulting seeks a Knowledge Management Lead for Finance to develop, govern, and organize financial knowledge assets that support decision-making, operational efficiency, and business performance.

This role drives a standard documentation framework, aligns knowledge practices with finance transformation, and partners with Finance, Accounting, and FP&A to deliver centralized knowledge platforms and trusted reference materials.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Professional certifications (CPA, CFA, or equivalent) is an advantage.
• 5–10+ years of experience in Finance, FP&A, Accounting, or Knowledge Management roles.

Responsibilities

• Develop and implement the knowledge management framework for the finance function.
• Define standards for documentation, knowledge capture, and information governance.
• Ensure alignment of knowledge practices with finance transformation and business objectives.
• Establish and maintain a centralized repository of finance policies, procedures, templates, and guidelines.
• Ensure accuracy, consistency, and timeliness of financial documentation and reference materials.
• Partner with finance teams to capture critical tacit knowledge and convert it into structured content.
• Document end-to-end finance processes including accounting, reporting, budgeting, forecasting, and compliance workflows.
• Drive standardization of financial processes across business units and regions.
• Identify gaps in documentation and implement improvements to enhance clarity and usability.

Skills

Knowledge management

Finance governance

Documentation standards

Stakeholder collaboration

Training materials

Knowledge platforms

Education

Bachelor's degree in Finance/Accounting

CPA/CFA certification

Job description

About the job Knowledge Management Lead- Finance

The Knowledge Management Lead for Finance is responsible for developing, organizing, and governing financial knowledge assets to support decision-making, operational efficiency, and business performance. The role ensures that critical finance information, processes, policies, and best practices are effectively captured, maintained, and shared across the organization.

This position plays a key role in improving financial governance, enabling consistent execution of finance processes, and strengthening organizational capability through structured knowledge systems.

Key Responsibilities

• Develop and implement the knowledge management framework for the finance function.
• Define standards for documentation, knowledge capture, and information governance.
• Ensure alignment of knowledge practices with finance transformation and business objectives.
• Establish and maintain a centralized repository of finance policies, procedures, templates, and guidelines.
• Ensure accuracy, consistency, and timeliness of financial documentation and reference materials.
• Partner with finance teams to capture critical tacit knowledge and convert it into structured content.
• Document end-to-end finance processes including accounting, reporting, budgeting, forecasting, and compliance workflows.
• Drive standardization of financial processes across business units and regions.
• Identify gaps in documentation and implement improvements to enhance clarity and usability.

Stakeholder Collaboration

• Work closely with Finance, Accounting, Treasury, Tax, and FP&A teams to gather and validate knowledge content.
• Partner with internal audit and compliance teams to ensure adherence to financial governance standards.
• Collaborate with IT and digital teams for knowledge platform optimization and system integration.

Training & Capability Enablement

• Support onboarding and continuous learning programs for finance employees through structured knowledge materials.
• Develop training guides, job aids, and reference tools to support finance operations.
• Enable self-service access to financial knowledge across teams.

Knowledge Systems & Digital Enablement

• Manage and optimize knowledge management platforms and repositories.
• Drive digital transformation initiatives related to documentation, automation, and knowledge sharing.
• Ensure accessibility and usability of knowledge systems across finance teams.

Governance & Quality Control

• Establish governance processes to ensure content accuracy, version control, and compliance.
• Conduct regular audits of finance knowledge assets to maintain quality and relevance.
• Ensure alignment with regulatory and internal control requirements.
• Identify opportunities to improve knowledge sharing, efficiency, and collaboration within finance.
• Benchmark best practices in knowledge management and finance operations.
• Recommend enhancements to processes, tools, and governance frameworks.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Professional certifications (CPA, CFA, or equivalent) is an advantage.

Experience

• 5–10+ years of experience in Finance, FP&A, Accounting, or Knowledge Management roles.
• Experience in financial documentation, process improvement, or governance strongly preferred.
• Exposure to large, complex, or multi-entity organizations is an advantage.