Finance Lead

Finance Lead

Position Summary

The Finance Specialist will be responsible for overseeing the company's financial operations, with a primary focus on Comptrollership and Accounting (70%) , ensuring accurate financial reporting, statutory compliance, budgeting, cash management, and internal controls. The role will also support Venture Capital Investments and Financial Planning (30%) through financial modeling, investment analysis, portfolio reporting, and strategic finance initiatives.

Key Responsibilities

Comptrollership & Accounting (70%)

• Prepare accurate monthly, quarterly, and annual financial statements and management reports.
• Maintain the overall financial health of the organization through effective accounting and financial controls.
• Ensure timely month-end and year-end closing activities.
• Manage Accounts Receivable, billing, collections, and issuance of Official Receipts.
• Oversee Accounts Payable, cash disbursements, and cash flow monitoring.
• Process and ensure compliance with all BIR, SEC, and other statutory reporting requirements.
• Coordinate with external auditors, tax consultants, and regulatory agencies.
• Prepare and monitor company budgets, forecasts, and variance analyses.
• Analyze costs, pricing, profitability, and business performance against financial plans.
• Identify cost optimization opportunities and recommend process improvements.
• Ensure adherence to Philippine Financial Reporting Standards (PFRS) and applicable accounting regulations.
• Strengthen internal controls and continuously improve finance processes.

VC Investments & Financial Planning (30%)

• Support evaluation of venture capital investment opportunities through financial analysis and due diligence.
• Develop and maintain financial models, valuation analyses, and investment scenarios.
• Prepare investment committee materials and financial presentations.
• Monitor portfolio company performance through KPI tracking and financial reporting.
• Assist in annual financial planning, budgeting, and long-range forecasting.
• Perform market research, industry benchmarking, and financial analysis to support strategic initiatives.
• Partner with business leaders in evaluating new business opportunities and investment decisions.
• Support fundraising, board reporting, and strategic finance projects as needed.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• CPA is highly preferred; CFA or equivalent certification is an advantage.
• Minimum of 3–5 years of progressive experience in accounting, financial reporting, audit, corporate finance, or financial planning.
• Experience in venture capital, private equity, investment banking, startups, or high-growth companies is an advantage.
• Strong knowledge of Philippine accounting standards, taxation, and statutory regulations.
• Advanced proficiency in financial modeling, budgeting, forecasting, and financial analysis.
• Strong analytical, problem-solving, and presentation skills.
• High attention to detail with excellent organizational skills.
• Ability to communicate effectively with senior management and cross-functional teams.
• Advanced Excel skills; experience with ERP systems and financial reporting tools is preferred.