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

Qualifications and Skills: Education:

• 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: 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.
• Senior Associate 2: Oversee complex financial reports, advisory projects, and business performance analysis.

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.
• Senior Associate 2: Serve as the main point of contact for high-value

consulting engagements, managing complex projects and client expectations. 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.
• Senior Associate 2: Assist in succession planning by identifying high-potential team members for leadership roles.

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.
• Senior Associate 2: Assist in business development by identifying new clients and expanding service offerings.

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.
• Senior Associate 2: Develop and propose innovative financial consulting solutions for firm-wide implementation.

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.