Chief Financial Officer

Key Responsibilities: 1. Financial Management & Controls

• Oversee overall financial operations including accounting, AP/AR, payroll, treasury, and tax
• Lead budgeting and forecasting activities in coordination with business units
• Ensure strong internal controls, financial policies, and accurate financial records
• Manage cash flow, liquidity, and working capital
• Maintain compliance with financial reporting standards and regulatory requirements

2. Strategic Planning & Business Support

• Support senior leadership in financial strategy and decision-making
• Provide financial analysis, insights, and scenario planning for key business initiatives
• Evaluate financial impact of business decisions such as pricing, expansion, and investments
• Partner with different teams to align financial and operational strategies
• Support investment and capital allocation decisions

3. Financial Reporting

• Oversee preparation of monthly, quarterly, and annual financial reports
• Present financial results and insights to management and stakeholders
• Coordinate with external auditors and ensure timely audit completion
• Prepare required reports for regulatory and government agencies
• Maintain financial dashboards and key performance indicators

4. Compliance & Risk Management

• Ensure compliance with regulatory, tax, and industry requirements
• Support enterprise risk management and financial risk monitoring
• Oversee tax compliance and reporting
• Manage reinsurance and related financial reporting (if applicable)
• Coordinate with regulatory bodies and internal compliance teams

5. Leadership & Team Development

• Lead and develop the finance team across different functions
• Promote a culture of accountability and continuous improvement
• Support team capability building and career development
• Participate in senior leadership discussions and company strategy

6. Finance Transformation

• Lead initiatives to improve and automate finance processes
• Support implementation of ERP and financial systems
• Collaborate with tech and data teams for better financial reporting and analytics
• Drive efficiency, accuracy, and data-driven decision-making in finance operations

Qualifications and Experience: Education

• Bachelor's degree in Accounting, Finance, Economics, or a related field is required.
• Master of Business Administration (MBA) or equivalent postgraduate qualification is strongly preferred.

Professional Certifications

• Certified Public Accountant (CPA) — required.
• Chartered Financial Analyst (CFA) or equivalent certification is an advantage.
• Membership in relevant professional bodies is a plus. Experience
• Minimum of 12–15 years of progressive experience in finance, with at least 5 years in a senior financial

leadership role (CFO, Deputy CFO, VP Finance, or equivalent).

• Experience in the general insurance or broader financial services industry is strongly preferred;
• Demonstrated track record of leading finance functions through periods of growth, transformation, or

organisational change. • Hands-on experience with the Insurance Commission regulatory framework, including RBC requirements and statutory reporting. Technical Skills • Expert knowledge of Philippine Financial Reporting Standards (PFRS) and International Financial Reporting Standards (IFRS), including IFRS 17 (insurance contracts). • Deep understanding of insurance-specific financial metrics including loss ratios, combined ratios, reserve adequacy.

• Strong command of financial management.
• Proficiency in data visualisation and business intelligence tools (e.g., Power BI, Tableau) is an advantage.
• Advanced user of Microsoft Excel, PowerPoint, and the broader Microsoft Office suite.