Compilation Senior Associate / Team Lead

Job Summary

The Compilation Senior Associate / Team Lead supports and leads a team in the preparation of compiled financial statements and related reporting by compiling, organizing, and maintaining financial data and records. This role performs account reconciliations, supports month-end and year-end close activities, and assists with audit requests while ensuring accuracy, compliance, and confidentiality of sensitive financial information.

Job Duties:

· Compiles and organizes financial data from multiple sources for use in financial statements and reports

· Assists in the preparation of compiled financial statements in accordance with applicable standards (e.g., GAAP)

· Maintains and updates general ledgers, journals, and other accounting records

· Performs data entry and validates accuracy of supporting documentation (e.g., invoices, receipts, bank statements)

· Reconciles accounts and research/resolve discrepancies

· Supports accountants with month-end and year-end close processes

· Assists with internal and external audits by providing requested documentation and explanations

· Ensures compliance with company policies, procedures, and applicable regulatory requirements

· Maintains confidentiality of sensitive financial and client information

· Performs administrative tasks such as filing, scanning, and responding to inquiries related to financial records

· Other duties as required

Supervisory Responsibilities:

· Provides day-to-day leadership to assigned team members to include coaching, mentoring, training, and supporting ongoing development and performance growth

· Oversees team workload planning and execution to ensure deliverables are completed on time, with high quality, and in alignment with client requirements and engagement objectives

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Qualifications, Knowledge, Skills and Abilities:

Education:

· Bachelor’s degree, required; focus in Accounting, Finance, or related field, preferred

Experience:

· Minimum five (5) years of experience in an accounting or bookkeeping role, required; experience in compilation, preferred

Certifications/Licensure:

· CPA candidate or CPA certification, preferred

Software:

· Proficiency with accounting software (e.g., QuickBooks, Sage, or similar), preferred

· Proficiency with Microsoft Excel, preferred

Language:

· English, required

Other Knowledge, Skills, & Abilities:

· Familiarity with AICPA compilation standards

· Working knowledge of accounting principles and financial reporting

· Strong organizational and time management skills with the ability to manage multiple priorities

· Superior attention to detail and accuracy

· Ability to meet tight deadlines

· Strong analytical and problem-solving skills

· Ability to design and improve processes

· High level of integrity and discretion

· Ability to work effectively with minimal supervision

· Ability to communicate complex information clearly to diverse audiences

· Ability to travel as required by client/business needs

· Learns quickly and adapts to new technologies

· Possesses excellent and effective communication skills (written and verbal)

· Self-starts and works well in a team environment

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Work Environment:

• May require occasional extended hours during reporting periods.

• As part of our commitment to maintaining a high standard of integrity and compliance in our hiring process, all offers of employment for positions based in the Philippines are contingent upon the successful completion of a background check.

  By applying for this role, you acknowledge and agree to the following:

  • You may be required to provide personal and professional information necessary to initiate the background screening process.
  • You consent to HORNE and its partners collecting, processing, and storing this data solely for recruitment and onboarding purposes, in accordance with applicable Philippine data privacy laws (i.e., Republic Act No. 10173 - Data Privacy Act of 2012).
  • The background check may include verification of employment history, educational background, criminal records (as applicable), and professional references.
  • The information you provide must be accurate and complete. Any misrepresentation may result in disqualification or revocation of a job offer.
  • Your personal information will be handled with strict confidentiality and used only for the intended recruitment purposes.

  As part of HORNE’s commitment to hiring highly qualified professionals, certain roles may require completion of a technical assessment as part of the recruitment process.

  By applying to this role, you acknowledge and agree to the following:

  • A role-specific technical evaluation may be administered to assess your skills, competencies, and alignment with the job requirements.
  • The assessment may include a live or timed evaluation, problem-solving exercises, case studies, or written responses based on the nature of the position (e.g., Tax, Audit, Admin, or Technical roles).
  • You may be required to complete the assessment independently or during a scheduled session coordinated via Zoom and/or with a representative from the recruiting agency.
  • Results from this assessment will be reviewed by the hiring team and may factor into final hiring decisions.
  • Assessments are designed to ensure fairness and consistency in the evaluation process. Any form of dishonesty or assistance during the assessment may result in disqualification.

  Candidates will be informed if a technical assessment is part of the process during the initial screening. If you require accommodations or have concerns about the assessment process, please notify your recruiter in advance.