Senior Associate I

Radix HR; Pasig; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

Radix HR is seeking a mid- to senior-level Finance Consultant to lead financial reporting, advisory engagements, and client relationship management. The role includes supervising payroll and intercompany reporting, developing financial models, and mentoring junior staff while ensuring compliance with IFRS, PFRS, and Philippine regulations.

You will guide clients on budgeting, profitability analysis, and strategic planning, while driving process improvements and service quality across engagements.

Qualifications

• Bachelor's degree in Accounting, Finance, or Business; CPA required; CMA, CFA, or MBA is an advantage
• 3-5 years of experience in accounting, financial reporting, or financial consulting with exposure to client engagements
• Strong financial statement preparation, reconciliations, and variance analysis expertise
• Client relationship management and consulting skills
• Experience in budgeting, profitability analysis, financial modeling, and cost optimization
• Leadership and mentoring experience
• Process optimization in financial operations
• In-depth knowledge of IFRS, PFRS, and Philippine tax regulations

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, AP, and AR reporting, ensuring accuracy and compliance.
• Set up client accounting system including chart of accounts and transaction flow.
• Improve efficiency of government processes by reviewing documents and coordinating with agencies.
• 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 and strategic planning.
• Review and provide feedback on financial reports and deliverables; mentor Junior Associates.
• Conduct training sessions and mentoring programs for Junior Associates on financial analysis and compliance.
• Prepare client proposals, engagement letters, and presentations to support business development.

Education

Bachelor's degree in Accounting/Finance

CPA

Tools

ERP systems

Tax software

Job description

Leads mid-level engagements, ensures accuracy in financial deliverables, and begins to develop client advisory skills.

Job Responsibilities

1.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.

2.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.

3.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

4.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.

5.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.

6.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

Skills and Qualifications

• Bachelor's degree in Accounting, Finance, or Business; CPA required; CMA, CFA, or MBA is an advantage
• 3-5 years of experience in accounting, financial reporting, or financial consulting, with exposure to client engagements.
• 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