Senior Associate-CPA-Accounting & Financial - 5 yrs experience

Dempsey Resource Management; Pasig; On-site; PHP 800,000 - 1,400,000; Full time

Job summary

Dempsey Resource Management Inc. seeks experienced Senior Associates in accounting and financial advisory to lead client engagements in the Philippines. You will oversee financial reporting, regulatory compliance, and advisory projects while mentoring junior staff and driving process improvements.

Ideal candidates have a CPA, strong IFRS/PFRS knowledge, and a track record in client-facing roles. This position involves leadership, complex analyses, and cross-functional collaboration within

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business.
• CPA required; CMA, CFA, or MBA is an advantage.

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.
• Supervise payroll processing, AP, and AR reporting, ensuring accuracy and compliance.
• Set up client accounting systems including chart of accounts and pro-forma entries.
• Provide financial advisory and business consulting across engagements.
• Mentor junior staff and lead training sessions on financial analysis and compliance.
• Manage client relationships and support business development efforts.

Skills

Financial analysis

Financial reporting

Client relationship management

Business advisory

Leadership & mentorship

Process optimization

IFRS / PFRS knowledge

Tax regulation familiarity

Education

Bachelor’s degree in Accounting, Finance, or Business

CPA required; CMA, CFA, or MBA advantageous

Tools

IFRS & PFRS knowledge

Philippine tax regulations

Job description

• Bachelor’s degree in Accounting, Finance, or Business.
• CPA required; CMA, CFA, or MBA is an advantage.

Education

Qualifications and Skills:

• 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.

Skills And Competencies

• Financial Analysis & Reporting: Strong financial statement preparation, reconciliations, and variance analysis expertise.
• 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 & 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.

Key Responsibilities

• Financial Reporting and Client Deliverables
• 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.
• Lead in the set-up of the client’s accounting system which includes chart of accounts, transaction flow, pro-forma entries and accounting treatment of clients’ transactions.
• Ensure efficiency of completion of government processes by reviewing documents, recommending cost-efficient strategies, monitoring processing timelines, coordinating with government agencies on issues, and updating internal process manuals.
• Senior Associate 2: Oversee complex financial reports, advisory projects, and business performance analysis.
• Financial Advisory and Business Consulting
• Perform financial health assessments, trend analysis, and client cash flow forecasting.
• Provide profitability analysis, budgeting support, and cost optimization recommendations.
• Assist clients with financial decision-making, and investment analysis.
• Develop financial models for business expansion, cost-cutting, or strategic planning initiatives.
• Senior Associate 2: Serve as the main point of contact for high-value consulting engagements, managing complex projects and client expectations.
• Leadership, Training, and Mentorship
• Review and provide feedback on financial reports, reconciliations, and other deliverables prepared by Junior Associates.
• Conduct training sessions and mentoring programs for Junior Associates on financial analysis and compliance.
• Mentor junior staff, helping them develop technical expertise.
• 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.
• Process Improvement and Operational Efficiency
• Identify and implement efficiency improvements in financial reporting, automation, and engagement workflows.
• Leverage technology to improve client accounting processes and reporting accuracy.
• 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, and statutory obligations.
• Assist clients in preparing for external audits.