Job 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

  • Excellent interpersonal skills.
  • Financial management strategies.
  • Keen eye on details.
  • Risk averse.
  • Proficient in Microsoft word and excel.
  • Thorough Knowledge of accounting principles and standards.
  • Bachelor’s Degree in Accounting, Finance, or related field.
  • Certified Public Accountant (CPA) qualification is required due to statutory reporting and compliance responsibilities.
  • General understanding of SRC Rules and BIR Regulations.
  • Minimum 6 years of relevant experience


Job Details

Role Level: Mid-Level Work Type: Contract
Country: Philippines City: National Capital Region
Company Website: http://www.clsa.com Job Function: Finance
Company Industry/
Sector:
Financial Services

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