Controlling Lead

I. PURPOSE:

The Controlling Lead is responsible for supervising Finance Analysts on a daily basis, ensuring the accurate, timely, and compliant preparation and reporting of financial information. The role oversees the quality and reliability of financial reports, monitors team performance, and ensures the proper execution of all assigned functions and responsibilities.

The Controlling Lead provides guidance, support, and direction to Finance Analysts, including the allocation of workloads, resolution of operational issues, and escalation of critical concerns when necessary. The position serves as the primary point of contact between the Finance Analysts and the Controlling Manager and/or Head of Finance.

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II. DUTIES AND RESPONSIBILITIES

• Supervise and review reports, schedules, and other financial deliverables prepared by Finance Analysts to ensure the accuracy, reliability, and timeliness of financial statements.
• Manage and oversee financial activities within SAP and coordinate the completion of external audit requirements.
• Maximize and utilize the capabilities and expertise of Finance Analysts to continuously improve the quality of financial reporting services.
• Handle administrative functions of the team, including recommendations on manpower requirements, employee development, performance management, and promotions.
• Conduct periodic performance evaluations and provide coaching and mentoring to enhance the effectiveness and competencies of Finance Analysts.
• Provide guidance on stakeholder management and the preparation and submission of financial reports and regulatory requirements to external parties and government agencies.
• Review quarterly and annual financial statements, tax returns, and related regulatory filings.
• Lead the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop financial models and perform financial analyses to support business initiatives, projects, and strategic decision-making.
• Analyze financial data to identify trends, variances, risks, and opportunities for process and performance improvements.
• Ensure compliance with company policies, applicable accounting standards, tax regulations, and statutory reporting requirements.

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III. QUALIFICATIONS

A. Education

• Bachelor's Degree in Accountancy, Finance, or any related business course.
• Certified Public Accountant (CPA) license is required.

B. Experience and Training

• At least four (4) years of extensive and relevant experience in the accurate and timely preparation, review, and filing of financial reports in compliance with regulatory requirements, applicable financial reporting standards, stakeholder requests, and company policies and procedures.
• Previous supervisory or managerial experience is required.
• Strong analytical, interpersonal, communication, and time-management skills.
• Extensive experience in statutory reporting and compliance with government agencies, including but not limited to the Securities and Exchange Commission (SEC), Bureau of Internal Revenue (BIR), Bureau of Customs (BOC), Local Government Units (LGUs), Philippine Contractors Accreditation Board (PCAB), Social Security System (SSS), PhilHealth, and Pag-IBIG Fund.

C. Competencies

• Demonstrates initiative in developing and improving processes, controls, and procedures.
• Effectively communicates requirements, expectations, and instructions to Finance Analysts and stakeholders.
• Values and evaluates recommendations from team members and implements those that contribute to operational improvements.
• Able to present and discuss process improvements, operational concerns, and strategic recommendations to the Controlling Manager and Head of Finance.
• Takes ownership of work quality, deadlines, and results, with minimal supervision.
• Applies critical thinking and analytical skills to identify issues, draw conclusions, and implement effective solutions.
• Establishes clear, measurable, and achievable team goals aligned with organizational objectives.
• Demonstrates strong leadership, decision-making, coaching, and people-management skills.
• Promotes teamwork, accountability, and a culture of continuous improvement.

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IV. WORKING CONDITIONS

• May be required to work beyond regular business hours, including weekends and holidays, to meet deadlines, support audits, complete regulatory filings, address urgent business requirements, or resolve critical operational issues.

• Work setup: Onsite for the first 3 months then hybrid (2 days work from home, 3 days onsite) afterwards