Description

Position Description

CITIC CLSA is looking for a maternity cover to start in 1 April 2026 until 31 October 2026. The primary role of the Finance Manager is to oversee the overall finance, treasury and tax functions of the Philippine entities - CLSA Philippines Inc and CLSA Exchange Capital Inc and work closely with the Group Finance, Treasury and Tax functions.

Key Areas of Responsibilities

• Oversees company accounting practices, including financial and management accounts.
• Oversees all finance-related regulatory returns as required by exchanges and other governing bodies.
• Liaises with external auditors.
• Oversees completion of tax returns and works with local tax advisors and Group Tax on all local entities' tax matters, including audits by local tax office.
• Manages relationships with banks.
• Manages Bank credit facilities.
• Manages the treasury functions for the local entities in coordination with Group Treasury.
• Manages financial planning and funds investment of the company.
• Manages monthly, quarterly and semi annual reporting of account information to regional finance.
• Monitors compliance to RBCA (statutory capital).
• Monitors company expenses and reports to local management and Group Finance on trends and performance.
• Reviews bank reconciliation.
• Reviews reconciliation of taxes and other accounts.
• Sends Marketable Securities (DHP) and local trades to regional finance.
• Reviews accounting entries, daily cash position report, accounting documents and prooflist.
• Authorizes all accounting entries and tax returns/payments.

Requirements

• Bachelor's Degree or above in Accounting, Finance, or related discipline.
• Minimum 6 years of relevant experience in Finance.
• Extensive knowledge of accounting principles and standards.
• Excellent command of both spoken and written English.
• Strong interpersonal skills.
• Sound understanding of financial management strategies.
• Possesses strong attention to detail.
• Demonstrates a risk‑averse mindset.
• Proficient in Microsoft word and excel.
• Certified Public Accountant (CPA) qualification is required due to statutory reporting and compliance responsibilities.
• General understanding of SRC Rules and BIR Regulations.