Strategy and Transactions Associate (Finance)

Lagunilla & Co.; Makati; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Quality-driven environment

Healthy work-life balance

Sponsored learning and development

Semi-annual performance bonus

Remote-friendly environment

Health Insurance

Job summary

Claritas in Manila is seeking a Strategy and Transactions Associate to support internal accounting and finance functions, perform market and financial analysis, and assist with due diligence and transaction opportunities.

You will build financial models, prepare client presentations, manage project timelines, and contribute to research and business development while collaborating with management.

Qualifications

• Bachelor's degree in accounting, finance, or related fields.
• At least 1 year of corporate finance experience preferred.
• CPA and/or CMA certifications are ideal but not required.
• Proficient with Excel including pivot tables, formulas, HLOOKUPs and VLOOKUPs.
• Proficient with PowerPoint, Word, Access and other MS Office applications.

Responsibilities

• Conduct market and financial analyses to inform strategic decisions.
• Perform financial modelling and valuation analyses for transactions.
• Support due diligence and post-engagement reporting for clients.
• Assist in client presentations and maintain relationships with stakeholders.

Skills

Financial modelling

Market analysis

Due diligence

Client communication

Project coordination

Education

Bachelor's degree in accounting or finance

Tools

Excel

PowerPoint

Word

Access

Job description

About Claritas

Claritas is the next generation professional services firm. Our services and solutions are tailored to the needs of start-ups and enterprise companies in Southeast Asia and beyond.

We’re looking for passionate people to join us on our mission. We value flat hierarchies, clear communication, and full ownership and responsibility.

Benefits include

• Quality-driven environment
• Healthy work-life balance
• Sponsored learning and development
• Semi-annual performance bonus
• Remote-friendly environment
• Health Insurance

We are looking for a Strategy and Transactions Associate

Principal Duties and Responsibilities

As a Strategy and Transactions Associate at Claritas, you will collaborate closely with management and other team members to support internal accounting and finance functions, in addition to the execution of engagements in strategy and transactions. Your role will include analyzing market trends, financial modelling and enterprise valuations, due diligence, and transaction opportunities to provide actionable insights and recommendations. Additionally, you will create both economic and social value, contributing to purpose-driven business outcomes and helping clients make informed decisions that foster a better future.

Key Responsibilities

Market and Financial Analysis

• Research and evaluate market trends, industry developments, and competitor strategies.
• Develop financial models and perform valuation analyses to assess transaction potential.
• Analyze historical financial performance and operational data to offer recommendations for strategic decision-making.
• Perform finance, commercial, and operational due diligence to support transactions closing.

Client and Stakeholder Engagement

• Help with client presentations and maintain strong relationships with key stakeholders through effective communication.
• Collaborate with senior team members in preparing and presenting client meetings and reports.

Project Management

• Manage project timelines to ensure all deliverables are completed on schedule.
• Coordinate efforts across various teams to ensure projects are executed efficiently and effectively.

Claritas Accounting and Finance

• Contribute to firm-wide initiatives, including thought leadership, research, and business development efforts.
• Stay updated on industry trends and best practices to inform strategy development.
• Support the Head of Finance in record-to-report, order-to-cash, and procure-to-pay activities of the business.

Key Qualifications

• A Bachelor’s degree obtainable in accounting, finance, and other related fields
• At least 1 year experience in corporate finance is preferred
• CPA and/or CMA certifications is ideal, but not required
• Ability to give detailed attention to projects
• Exceptional proficiency working with Excel, including working with pivot tables, formula’s, HLOOKUPS, VLOOKUPS
• Proficient in the use of PowerPoint, Word, Access, Excel, and other Microsoft Office Applications to create documents and reports, etc.
• Exceptional multitasking skills, including the ability to manage several competing priorities at the same time
• Strong knowledge and skills in performing book-keeping, regulatory compliance, financial analysis, as well as in solving problems
• Strong ability to communicate with colleagues, supervisor, management, in writing and in verbal format
• Energetic and self-motivated, and the ability to work independently yet achieve set goals and targets within deadlines
• Must be open to perform client visits as needed