Job Title: Executive Assistant to Finance Executive (CPA Preferred)

Location: Makati

Job Type: Full-time

Reports To: Finance Executive/Director/CEO

We are seeking a highly organized and proactive Executive Assistant to support a senior finance executive. The ideal candidate will have a strong background in administrative support, financial acumen, and an understanding of accounting principles. Preference will be given to candidates with a CPA License. This role requires exceptional organizational skills, focusing on streamlining business operations and financial functions, attention to detail, and the ability to handle confidential financial matters with discretion.

• Handle correspondence, emails, and phone calls on behalf of the executive.
• Prepare and organize documents, reports, and presentations for financial meetings.
• Maintain an efficient filing system for financial and confidential records.
• Provide high-level administrative support to the executive team (e.g., CEOs, CFOs, and partners) including scheduling, correspondence, and meeting coordination.

• Assist with financial data analysis, budgeting, and forecasting activities.
• Assist with accounts payable/receivable, invoicing, payroll coordination, and financial recordkeeping.
• Prepare financial reports, statements, and spreadsheets as needed.
• Coordinate with accounting teams to track expenses, invoices, and payments.
• Support tax preparation, audits, and compliance documentation.
• Research and compile financial data for decision-making purposes

• Manage special finance-related projects and initiatives as assigned.
• Liaise with clients, vendors, and financial institutions as needed.
• Ensure compliance with internal financial policies and industry regulations.
• Assist in preparing board meeting materials and financial presentations.
• Streamline business processes to enhance operational efficiency and profitability.

• Manage special projects, ensuring deadlines and financial constraints are met.
• Track project expenses, monitor progress, and report on project status to executives.
• Supervise junior staff, assisting with training and development.
• Coordinate team meetings, ensuring agendas, minutes, and follow-up actions are in place.

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• CPA Preferred.
• Preferred from one of the top three schools in the Philippines: University of the Philippines Diliman (UP Diliman), De La Salle University (La Salle), Ateneo de Manila University (ADMU).
• 30-45 years old
• 3-5+ years of experience in accounting, business operations, or a related field, preferably in an accounting or professional services firm, working directly with senior leadership (e.g., CEOs, CFOs, or Partners) in a fast-paced business environment.
• Proven experience managing financial operations, project management, reporting, and analysis.

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Experience with financial software and ERP systems (e.g., QuickBooks, SAP, Oracle).
• Familiarity with financial reporting and accounting principles.

• Excellent organizational and multitasking abilities.
• Strong verbal and written communication skills.
• High level of professionalism, integrity, and discretion.
• Ability to work independently and anticipate needs.
• Problem-solving mindset and attention to detail.
• A deep understanding of accounting principles, financial analysis, and reporting.
• Ability to manage multiple tasks simultaneously while maintaining a high level of accuracy.
• Precision in all aspects of financial reporting and administrative tasks.
• Handling sensitive information with the utmost care and professionalism.

• Competitive salary package.
• Government Benefits/13th month pay
• Opportunities for professional growth and certification support.
• A dynamic and professional work environment.

Interested candidates should submit their resume and a cover letter detailing their experience and qualifications to: [email protected]

Please refer to job description.