Finance Manager

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.

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