32 Consultancy Services jobs in the Philippines

We are looking for a Supervisor to support various engagements under our Accounting Advisory Services practice. The role involves assisting Managers and Partners in client engagements, business development initiatives, and essential administrative matters.

Key Responsibilities:

• Manage day-to-day accounting operations, including AP, AR, general ledger, and financial reporting.
• Prepare accurate and timely financial statements (balance sheet, income statement, cash flow).
• Develop and maintain effective financial control systems to safeguard assets and ensure compliance.
• Conduct financial analysis to identify trends, risks, and opportunities for improvement.
• Provide insights and recommendations to support decision-making and business growth.
• Ensure compliance with local tax regulations; coordinate with external tax advisors as needed.
• Supervise and mentor accounting staff, providing training, guidance, and performance feedback.
• Support financial audits and coordinate with auditors for smooth processes.
• Ensure compliance with accounting standards and regulations.
• Assist with business development by preparing proposals and client presentations.
• Stay updated on industry-specific issues and emerging risks that may affect clients.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• 3–5 years of experience in accounting and finance.
• Experience in a consulting or professional services firm is an advantage.
• Strong knowledge of financial reporting, budgeting, and tax compliance.
• Proven experience with financial analysis.
• CIA certification or equivalent is an asset.
• Strong problem-solving, analytical, and communication skills.
• Ability to handle multiple engagements and meet deadlines.
• Can start ASAP

Job Type: Full-time

Pay: Php40, Php46,000.00 per month

Work Location: Remote

Job Title:
Transactions Advisory Services Associate

Company:
Reyes Tacandong & Co.

Job Type:
Full-Time

Work Set-Up:
Full Onsite

Location:
Makati City

About RT&Co. Transactions Advisory Services (TAS) Practice:

At Reyes Tacandong & Co., we are dedicated to providing insightful and impactful solutions that help our clients navigate complex business landscapes. Our Transactions Advisory Services (TAS) team is at the forefront of this mission, offering specialized guidance that goes far beyond traditional deal-making.

The TAS practice is integral to supporting businesses through every stage of their transaction journey, from initial mergers and acquisitions to strategic expansions and critical restructuring. We empower clients to make well-informed decisions, focusing not only on successful deals but also on broader organizational development, strategic restructuring, and enhancing overall performance.

Our team specializes in four key areas, ensuring comprehensive support for our diverse clientele:

• Financial Due Diligence (FDD):
  This involves a meticulous review and assessment of financial information to ensure accuracy and completeness. Before mergers, acquisitions, or significant investments, we dive deep into financial records, revenue streams, assets, liabilities, and business processes to identify potential risks, uncover erroneous reporting, and pinpoint synergies or deal-breakers.
• Valuation:
  We determine the precise current or future worth of a company or its assets. Our goal is to secure a fair price, preventing costly overpayments for buyers and ensuring sellers don't miss out on valuable opportunities due to undervaluation.
• Financial Model Development and Review:
  We build and refine robust financial models to forecast a company's future performance. These models are developed with careful consideration of both internal operational factors and external market dynamics, providing clear projections for strategic planning.
• General Consulting:
  Our team offers expert strategic advice to management across various business functions. This can include assisting with the creation and review of Information Memoranda and Business Plans, conducting investor and investee searches, supporting organizational restructuring, developing Human Resources (HR) policies, creating Family Constitutions, and executing in-depth market research and feasibility studies.

Beyond the technical work, the TAS team is deeply committed to nurturing the professional journey of every member. We provide extensive, comprehensive training—covering both service-specific knowledge and personal development—to foster continuous learning. Our approach ensures that each team member gains hands-on experience across
all
TAS service offerings, truly enriching their skills and broadening their expertise.

Key Responsibilities

As a TAS Associate / Experienced Associate, you will be a vital part of our client engagement teams, contributing to various projects. Your responsibilities will include:

• Assisting in the execution of financial due diligence procedures for M&A and investment initiatives.
• Supporting valuation analyses to determine fair market values of businesses and assets.
• Contributing to the development, review, and refinement of complex financial models.
• Participating in general consulting engagements, providing analytical and research support across diverse business advisory projects.
• Collaborating closely with senior associates and managers to deliver high-quality, actionable insights to our clients.
• Engaging actively in continuous professional development and training programs offered by the firm.

Who We're Looking For

We are seeking a driven and analytical professional who is eager to grow within a dynamic advisory environment. The ideal candidate will possess:

• A Certified Public Accountant (CPA) license is a must.
• Holding a CMA, CFA, FMVA, CEIV, CFM, or AFM certification is a significant advantage.
• Relevant experience in transactions advisory, corporate finance, audit, or financial analysis will be highly beneficial.
• A strong willingness to report daily to our Makati office or client sites for fieldwork as needed.
• Availability to start immediately.

Why Join Reyes Tacandong & Co?

Joining RTCo's Transactions Advisory Services team means becoming part of a firm that truly invests in its people. You'll have the opportunity to:

• Accelerate Your Growth:
  Benefit from a structured environment that emphasizes continuous learning through comprehensive training programs in both technical skills and personal development.
• Gain Broad Expertise:
  Experience every facet of transactions advisory work, from due diligence to strategic consulting, ensuring a well-rounded and enriched professional skill set.
• Work on Impactful Projects:
  Engage with high-profile clients on critical business transactions and strategic initiatives.
• Collaborate with Experts:
  Learn from and contribute alongside seasoned professionals in a supportive and collaborative atmosphere.

How to Apply

If you are a passionate and qualified professional ready to embark on a challenging yet rewarding career path with one of the country's leading firms, we encourage you to apply

Please submit your updated resume to (

) with the subject line:
Transactions Advisory Services Application - (Your Full Name, CPA)

Job Description Details
The TAS Manager will lead and execute financial due diligence, mergers and acquisitions (M&A) support, valuation and other transaction-related engagements for both local and international clients. This is a high-impact role ideal for professionals seeking to develop their career within a collaborative and growth-oriented environment.

Duties And Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and debt analyses.
• Lead valuation engagements
• Assist clients through various stages of transactions including target evaluation, negotiation, and integration
• Analyze financial and operational data to assess risks, opportunities, and potential deal breakers
• Collaborate with clients and their legal, tax, and operations teams throughout the transaction process.
• Supervise, mentor, and train associates and senior associates to ensure quality work and timely deliverables.
• Provide timely feedback to staff assistants about their job performance, i.e., their strong and weak points and areas for improvement / Performance Review Reports (PRRs)
• Participate in an annual performance review process through deliberations on the overall performance of staff assistants
• Support business development initiatives, including proposal development, client meetings, and participation in firm events.
• Prepare and review detailed financial due diligence reports and client presentations.
• Stay current with industry trends, M&A activity, and regulatory changes that may affect

Qualifications

• Bachelor's degree in Accountancy, Finance, or related field;
• CPA qualification is required.
• CFA is preferred.
• At least (EMOJI:35) years of combined experience in transaction advisory, audit, financial due diligence, or corporate finance.
• Previous experience in a professional services firm
• Deep understanding of Philippine Financial Reporting Standards (PFRS); exposure to IFRS is a plus.
• Experience with financial modeling tools is an advantage.

The qualified candidates will be supporting the Managers or Supervisors for any assigned engagements related to Accounting. He/she may also help the other service lines as needed. Administrative jobs and desktop researches are also included.

Qualifications:

• Candidate must be a graduate of Bachelor's Degree in Accountancy
• Willing to be seconded regardless of the tenure and do fieldwork
• Can speak and write English confidently and knowledgeable in Microsoft
• 6 months to 1 year relevant experience in Accounting is preferred but not required
• Has obtained a Certified Public Accountant license
• Fresh graduates are welcome to apply

Overview:

GR8 is a collaboration and partnership forged by 8 Top 100 CPA firms in the United States with the objective of coming together and redefining how talent acquisition best practices can provide additional value to our partners. We believe that there is a huge pool of talent outside of the US (particularly in the Philippines) and in this regard, our objective is to gather all these talented individuals and correctly match them with excellent work opportunities based on their core competencies, skill sets and overall experience and exposure in the different areas of audit, accounting and similar financial-related areas.

As a Staff Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Responsibilities:

Your Responsibilities include, but are not limited to:

• Track and organize client data requests, financial statements, and supporting documents.
• Ensure completeness and accuracy of data prior to analysis.
• Prepare initial revenue, expense, working capital, and variance analyses.
• Populate financial models and QoE workpapers with accurate data.
• Assist with kickoff calls, updates, and drafting initial observations.
• Contributing to the development of client deliverables
• Providing support for ad hoc projects as needed.

Qualifications:

• Foundational understanding of economics, financial theory, and principles of accounting
• Strong attention to detail, accuracy, and reliability
• Solid written and verbal communication skills with the ability to work effectively as part of a team.
• Strong organizational skills with the ability to manage multiple tasks
• Proficiency in Microsoft Excel and other Microsoft Office products, with an interest in using technology to improve processes
• Motivated to learn, take initiative, and grow in a fast- paced professional services environment.

Education and Experience Required

• 1-3 years of prior experience in public accounting, corporate finance, or other relevant business experience (internships accepted)
• Bachelors degree in accounting or finance required.
• Progress toward meeting educational requirements to sit for CPA or CFA exam a plus. Other accounting-related credentials are welcome (ie., ABV, CVA, CFF, CFE, CM&AA, CFA).

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: Mbps
• Dedicated Home Office Area: Private, quiet workspace
• Business Continuity Plan: Power and Internet Backup is a MUST

Job Title:
Transactions Advisory Services Associate

Company:
Reyes Tacandong & Co.

Job Type:
Full-Time

Location:
Makati City

About RT&Co. Transactions Advisory Services (TAS) Practice:

At Reyes Tacandong & Co., we are dedicated to providing insightful and impactful solutions that help our clients navigate complex business landscapes. Our Transactions Advisory Services (TAS) team is at the forefront of this mission, offering specialized guidance that goes far beyond traditional deal-making.

The TAS practice is integral to supporting businesses through every stage of their transaction journey, from initial mergers and acquisitions to strategic expansions and critical restructuring. We empower clients to make well-informed decisions, focusing not only on successful deals but also on broader organizational development, strategic restructuring, and enhancing overall performance.

Our team specializes in four key areas, ensuring comprehensive support for our diverse clientele:

• Financial Due Diligence (FDD):
  This involves a meticulous review and assessment of financial information to ensure accuracy and completeness. Before mergers, acquisitions, or significant investments, we dive deep into financial records, revenue streams, assets, liabilities, and business processes to identify potential risks, uncover erroneous reporting, and pinpoint synergies or deal-breakers.
• Valuation:
  We determine the precise current or future worth of a company or its assets. Our goal is to secure a fair price, preventing costly overpayments for buyers and ensuring sellers don't miss out on valuable opportunities due to undervaluation.
• Financial Model Development and Review:
  We build and refine robust financial models to forecast a company's future performance. These models are developed with careful consideration of both internal operational factors and external market dynamics, providing clear projections for strategic planning.
• General Consulting:
  Our team offers expert strategic advice to management across various business functions. This can include assisting with the creation and review of Information Memoranda and Business Plans, conducting investor and investee searches, supporting organizational restructuring, developing Human Resources (HR) policies, creating Family Constitutions, and executing in-depth market research and feasibility studies.

Beyond the technical work, the TAS team is deeply committed to nurturing the professional journey of every member. We provide extensive, comprehensive training—covering both service-specific knowledge and personal development—to foster continuous learning. Our approach ensures that each team member gains hands-on experience across
all
TAS service offerings, truly enriching their skills and broadening their expertise.

Key Responsibilities

As a TAS Associate / Experienced Associate, you will be a vital part of our client engagement teams, contributing to various projects. Your responsibilities will include:

• Assisting in the execution of financial due diligence procedures for M&A and investment initiatives.
• Supporting valuation analyses to determine fair market values of businesses and assets.
• Contributing to the development, review, and refinement of complex financial models.
• Participating in general consulting engagements, providing analytical and research support across diverse business advisory projects.
• Collaborating closely with senior associates and managers to deliver high-quality, actionable insights to our clients.
• Engaging actively in continuous professional development and training programs offered by the firm.

Who We're Looking For

We are seeking a driven and analytical professional who is eager to grow within a dynamic advisory environment. The ideal candidate will possess:

• A Certified Public Accountant (CPA) license is a must.
• Holding a CMA, CFA, FMVA, CEIV, CFM, or AFM certification is a significant advantage.
• Relevant experience in transactions advisory, corporate finance, audit, or financial analysis will be highly beneficial.
• A strong willingness to report daily to our Makati office or client sites for fieldwork as needed.
• Availability to start immediately.

Why Join Reyes Tacandong & Co?

Joining RT&Co's Transactions Advisory Services team means becoming part of a firm that truly invests in its people. You'll have the opportunity to:

• Accelerate Your Growth:
  Benefit from a structured environment that emphasizes continuous learning through comprehensive training programs in both technical skills and personal development.
• Gain Broad Expertise:
  Experience every facet of transactions advisory work, from due diligence to strategic consulting, ensuring a well-rounded and enriched professional skill set.
• Work on Impactful Projects:
  Engage with high-profile clients on critical business transactions and strategic initiatives.
• Collaborate with Experts:
  Learn from and contribute alongside seasoned professionals in a supportive and collaborative atmosphere.

How to Apply

If you are a passionate and qualified professional ready to embark on a challenging yet rewarding career path with one of the country's leading firms, we encourage you to apply

Please submit your updated resume to (

) with the subject line:
Transactions Advisory Services Application - (Your Full Name, CPA)

GR8
is a collaboration and partnership forged by 8 Top 100 CPA firms in the United States with the objective of coming together and redefining how talent acquisition best practices can provide additional value to our partners. We believe that there is a huge pool of talent outside of the US (particularly in the Philippines) and in this regard, our objective is to gather all these talented individuals and correctly match them with excellent work opportunities based on their core competencies, skill sets and overall experience and exposure in the different areas of audit, accounting and similar financial-related areas.

As a Staff Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Your Responsibilities include, but are not limited to
:

• Track and organize client data requests, financial statements, and supporting documents.
• Ensure completeness and accuracy of data prior to analysis.
• Prepare initial revenue, expense, working capital, and variance analyses.
• Populate financial models and QoE workpapers with accurate data.
• Assist with kickoff calls, updates, and drafting initial observations.
• Contributing to the development of client deliverables
• Providing support for ad hoc projects as needed.

Qualifications and Skills:

• Foundational understanding of economics, financial theory, and principles of accounting
• Strong attention to detail, accuracy, and reliability
• Solid written and verbal communication skills with the ability to work effectively as part of a team.
• Strong organizational skills with the ability to manage multiple tasks
• Proficiency in Microsoft Excel and other Microsoft Office products, with an interest in using technology to improve processes
• Motivated to learn, take initiative, and grow in a fast- paced professional services environment.

Education and Experience Required

• 1-3 years of prior experience in public accounting, corporate finance, or other relevant business experience (internships accepted)
• Bachelors degree in accounting or finance required.
• Progress toward meeting educational requirements to sit for CPA or CFA exam a plus. Other accounting-related credentials are welcome (ie., ABV, CVA, CFF, CFE, CM&AA, CFA).

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: Mbps

• Dedicated Home Office Area: Private, quiet workspace

• Business Continuity Plan: Power and Internet Backup is a MUST

Job Title: Deal Advisory Services Associate

Location: Cebu City or Mandaluyong City

Shift: 9:00PM - 6:00AM (Monday-Friday)

Work Arrangement: Onsite

UNLOCK YOUR POTENTIAL AT TOA GLOBAL

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE:

• Participate in financial due diligence engagements related to mergers & acquisitions by private equity investors and corporate buyers
• Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
• Prepare/evaluate pro forma financial information
• Identify issues for purchase price reduction consideration, deal structuring or deal termination
• Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
• Evaluate effects of seasonality and cyclicality on cash flow requirements
• Assist with writing detailed reports and perform financial analysis, including the analysis of cash flows, quality of earnings and assets, potential liabilities and risks, and the impact of findings on the valuation of the target company
• Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
• Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
• Grow skills to reinforce relationships with current and prospective clients of the firm

ABOUT YOU:
- Graduate of Accountancy or any similar required. Master's degree preferred.
- Either US or PH CPA or obtaining US or PH CPA is preferred
- At least 2-3 years of public accounting (Audit or Transaction Advisory Services)
- Strong US GAAP, mergers and acquisitions, or transaction services
- Independent worker that can handle multiple projects and do research, team player, strong time management, can meet deadlines
- Strong English communications (written and verbal)
- Advanced MS office skills, primarily Excel

WHAT YOU'LL DO:

1. Operations Management

A. Work- Plan Development ( planning and ways of working)

Reviews resource requirements and oversee onboarding and off-boarding of both the company team and the client team.

Reviews resource requirements and monitors implementation/execution of client scope & engagements.

Reviews and approves talent capacity and loading based on target revenue.

B. Teamwork Effectiveness and Collaboration

Conducts Operations delivery meeting among team members

Monitors productivity of talents by ensuring client loading of team members are within targets

Monitors the delivery of the engagement deliverables

Identifies the team's strengths and weaknesses /challenges in service delivery, and leads the improvement process in service delivery

C. Problem Solving and Issues Resolution , Decision Making , Conflict Management

Makes good judgments, delivers timely perception of root causes and provides effective solutions of issues encountered (IIAAs)

Attends internal Operations Committee meetings and presents required dashboards /reports and communicate issues and gaps to the delivery of the deliverables

Follows thru on the resolutions and its implementation

Identifies possible risks and escalate the issues to the concerned parties

D. Driving Change and Innovation , Digitalization

Consistently seeks and delivers improvement and advancement in how one executes and achieves strong performance delivery.

Monitors the delivery results vs. the agreed deliverables to the client

Reviews the use of appropriate applications or technologies in the execution of delivery system and monitors issues and concerns for continuous improvement and efficiency.

2. People Management

A. Team Effectiveness, Time management, and Prioritization, Collaboration

Oversees the work of the Team and ensures that client engagements follow the prescribed service quality of the company

Supervises and reviews the work of the Junior Managers, Senior Consultant and Junior Consultant and make sure they delivering the system properly

Effectively communicates goals and sets clear expectations

Monitors employee onboarding and off-boarding

Review time charges of Junior Managers/Team Leaders based on BOA or budgeted time

B. Developing Others

Mentors and coaches team members Junior Managers, Senior and Junior Consultants

Participate in team recruitment, employee on boarding and development plans

Prepares and monitors development plans for Junior Managers, Senior Consultant and Junior Consultant

Evaluate and perform team member's performance evaluation

Provides training and research on Management Accounting Reports, Dashboards, Templates , new delivery systems

3. Account/Client Management

A. Delivery Satisfaction /Account Management /Customer Focus

Understanding of the Deliverables , Scope of Client Engagement , Delivery metrics set

Ensures understanding and completeness of Client onboarding activities and implementation of Agreed Upon Procedures with clients

Ensures implementation and execution of Agreed Upon Procedures with clients

Reviews and analyzes Management reports/dashboards before submission to client-partners

Reports and presents at clients ManCom, ExeCom and Board meetings, if included in service engagement activities

Reviews and evaluates monthly performance metrics set in the engagement contract and communicate consistently and timely with client-partner

Fill up the Customer Satisfaction (CSAT) with the client .

B. Collaboration and Communication

Leads account meetings with client - partners on Management Accounting reports and related analysis, if needed

Develops good working relationship with internal and external partners that result in improvement and strong service delivery

C. Business Acumen , Problem Solving and Issues Resolution

Makes good judgments and discuss or delivers timely resolution and escalation of issues and concerns regarding service delivery

Builds trust with clients and effectively identifies key opportunity areas that improve customer experience

D. Drives and Delivers Results

Monitors and ensures timely collection of engagement fee based on the contract

Ensures Service Level Agreements or SLA and deliverables contracted with client-partner are executed properly and timely

Ensures completeness of Client offboarding activities and transition of Agreed Upon Procedures with clients

4. Account/Client Management

Attends meeting with a prospective client and develops engagement roadmap or propose services for existing client/account needs

Prepares Bill of Activities (BOA)

Prepares Engagement Proposal

Obtains client feedback/concerns/issues on the proposal and address or resolve the said feedback/concerns/issues

Obtains from clients the signed Engagement Proposal

Onboards clients and operations team on new engagements

Check the competencies needed and allocate and match talents to the engagement

5. BUSINESS/FINANCIAL MANAGEMENT

Review account profitability and team's productivity on a monthly based on the set targets (BOA)

Manage Annual Revenue Portfolio

6. OTHERS

Makes recommendations to improve the existing internal practices and procedure

Other duties and responsibilities that maybe assigned from time to time by immediate head

Protects organization's value by keeping information confidential.

Job Qualifications:

1. A graduate of a Bachelor's Degree in Accounting, Management Accounting, Business Management, and equivalent.

2. CPA, CMA or MBA is a plus

3. With minimum of 8 years of finance and accounting experience, financial and investment reporting and analysis, budgeting, financial study and simulations.

4. With experience in supervising or managing a team of at least 5-8 people is required

5. Willing to do travels and client visits if needed.

Key Skills Required

1. Ability to plan and implement change initiatives.

2. Ability to remain flexible to meet constantly changing and sometimes opposing demands.

3. Extensive knowledge of Finance, Accounting, Auditing, and Financial Planning principles and concepts and highly analytical.

4. Has good working relations with internal and external partners that results in improvement and strong engagement delivery.

5. Strong business sense, with a high level of integrity, commitment, work ethic, and values.

6. Listens, comprehends, and can communicates effectively, both orally and in writing.

7. Training and mentorship of people and staff

8. Effective Project Management Skills

9 .Ability to share knowledge, teach and train people to persuade and motivate them.

1. Ability to make effective decision-making.