Senior Finance & Operations Officer (Australian Family Office)

People Work Smart Services Philippines Inc; Mabalacat; On-site; PHP 600,000 - 900,000; Full time

Job summary

People Work Smart Services Philippines Inc. seeks a Senior Finance & Operations Officer for an Australian Family Office, based onsite in Clark, Pampanga.

You will oversee FP&A, investment and asset tracking, and bookkeeping across Australian GST/BAS requirements, working directly with leadership and international advisers. The role requires 5+ years in accounting/finance, 2+ years in senior roles, and strong Excel and Xero skills.

Qualifications

• 5+ years in accounting/finance experience.
• 2+ years in Senior Accountant, Management Accountant, or Financial Controller role.
• International context: experience working remotely for Australian/overseas business.
• Advanced Excel modeling and pivot tables.
• Hands-on Xero expertise.

Responsibilities

• FP&A reporting: build and maintain monthly finance packs with variance commentaries.
• Investment register: track maturities, coupons, and yields for fixed-income portfolio.
• Asset tracking: consolidate quarterly data, capital calls, valuations from fund managers.
• Bookkeeping & payables: manage Xero GL, code journals, prepare Australian GST/BAS data, process supplier payments.
• Drive momentum: track Board/investment meeting actions and ensure deliverables.
• Board prep: prepare briefing papers and financial slide packs.
• Liaison: act as central contact for internal principals, banks, fund managers, advisers.

Job description

Senior Finance & Operations Officer (Australian Family Office)

Clark, Pampanga (100% Onsite | Day Shift) Full-Time | Monday to Friday

Why Join Us?

Escape the rigid, siloed structures of massive BPOs. This is a rare, trusted opportunity to join a purpose-driven Australian Family Office investing globally in real estate, distribution, and medical science. Working directly with leadership and premium international advisers, you will oversee the office's engine room. This is a true day-shift role (overlapping with Sydney/Melbourne hours), allowing you to claim your evenings back while managing high-impact global wealth portfolios.

Your Dual Focus

1. Financial Control & Portfolio Tracking

• FP&A Reporting: Build and maintain monthly finance packs (P&L, cash positions, balance sheets) with variance commentaries.
• Investment Register: Track maturities, coupons, and yields for a fixed-income portfolio (term deposits, bonds, private credit).
• Asset Tracking: Consolidate quarterly financial data, capital calls, and valuations from fund managers and investee businesses.
• Bookkeeping & Payables: Manage the Xero general ledger, code month-end journals, prepare Australian GST/BAS data, and process secure supplier payments.

1. Project & Office Coordination

• Drive Momentum: Track actions from Board and investment meetings, following up with owners to ensure deliverables are met.
• Board Prep: Coordinate and prepare high-quality briefing papers and financial slide packs.
• Liaison: Act as the central point of contact for internal principals, external banks, fund managers, and advisers.

What We Are Looking For

• Experience: 5+ years in accounting/finance, including 2+ years as a Senior Accountant, Management Accountant, or Financial Controller.
• International Context: Experience working remotely for an Australian or overseas business.
• Tech Skills: Advanced Excel (modeling, pivot tables) and hands-on expertise with Xero.
• Preferred: Philippine CPA qualification and working knowledge of Australian GST and BAS.
• Attributes: Absolute discretion and integrity; able to seamlessly pivot between high-level analysis and hands‑on data entry.

Working Arrangements

• Location: 100% Onsite in Clark, Pampanga.
• Background Vetting: Due to direct banking access and confidential wealth data, reference checks and an NDA are strictly required.