139 Technical Advisory jobs in the Philippines
Technical Advisory Assistant Manager
Posted today
Job Viewed
Job Description
About the role:
Provides timely advisory to firm personnel on matters primarily related to accounting and financial reporting standards and developments, training, consultation and financial statements quality control review. Will also support in other technical and administrative responsibilities of the group.
Responsiblities:
Advisory
- Oversee monitoring of developments on subject matters related to accounting and financial reporting
- Oversee dissemination of accounting and financial reporting developments within the Firm, drafting of memos, alerts and reminders, and development of local guidance, templates and tools
- Review memos and materials for release by the department assigned
- Evaluate whether the required process for the drafting of the memo, alert or reminder has been observed by the preparer
- Confirm robustness of the drafting and review made on the draft
Consultation
- Provide consultation and respond to technical queries primarily on complex accounting and financial reporting requirements
- Oversee and provide guidance to subordinates in handling their respective consultations and queries
- Review drafts prepared by subordinates
Financial Statements Quality Control Review (FSQCR
)
- Perform FSQCR by reviewing financial statements for compliance with relevant presentation and disclosure requirements, and related auditors' report for compliance with relevant auditing standards.
Training
- Serve as facilitator/trainer in the roll out of trainings on subject matters related to accounting and financial reporting
- Oversee and provide guidance to subordinates in their facilitation of training sessions
- Oversee adoption/localization of KPMG international training materials on accounting and financial reporting
- Oversee development of local training materials on accounting and financial reporting
- Coordinate training initiatives with the department's Learning and Development
Requirements:
- Demonstrable in-depth knowledge of IRS/PFRS. Knowledge of other financial reporting frameworks is an advantage (US GAAP, PFR for Cooperatives, or other financial reporting frameworks prescribed by regulatory agencies such as the Bangko Sentral ng Pilipinas or the Insurance Commission).
- Knowledge of ISA/PSA
- Must have at least 4 years or more experience in a senior technical role (e.g., accounting advisory and audit support).
- Must be a CPA
Advisory Services Associate
Posted today
Job Viewed
Job Description
Job Title:
Advisory Services Associate – Compliance and Regulatory Consulting (CRC)
Compliance and Regulatory Consulting (CRC)
Organizations in all regulated areas and industries face an increasing array of compliance obligations. The compliance and regulatory consulting practice help you ensure and strengthen adherence with the global business standards and regulatory frameworks to prepare and protect your organization against threats, increase credibility and reliability, and promote stakeholder confidence.
Services:
- Data Privacy Governance and Management Consulting Services
- Independent Compliance Testing and Anti-Money Laundering Consulting Services
- Sarbanes Oxley (SOX) Compliance Review
- Sustainability Reporting Assurance
Job Summary:
As an Advisory Services Associate under the Compliance and Regulatory Consulting (CRC) practice, you will assist organizations across various regulated industries in meeting compliance obligations. You will support businesses in adhering to global standards and regulatory frameworks, enhancing credibility, mitigating risks, and fostering stakeholder confidence.
Key Responsibilities:
- Participate in AML audit and consulting engagements, assessing compliance with regulatory requirements and industry standards.
- Assist in validating risk models, ensuring accuracy, and effectiveness in managing financial and operational risks.
- Conduct data privacy audits and provide consulting services to help organizations comply with data protection regulations.
- Support SOX audit engagements, ensuring internal controls are in place and functioning as intended.
- Review and evaluate internal control systems and recommend improvements to enhance operational efficiency and compliance.
- Analyze financial and operational data, identifying trends, risks, and opportunities to provide actionable insights for clients.
- Collaborate on risk management projects, assisting clients in identifying, assessing, and mitigating risks in their operations.
- Contribute to regulatory compliance initiatives by staying up to date on relevant laws, regulations, and industry standards.
- Work closely with senior staff and clients to develop tailored solutions for complex business challenges.
Qualifications:
- CPA designation (Certified Public Accountant) is a must.
- Having SOX experience is a plus.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a team-oriented environment and manage multiple projects simultaneously.
- A solid understanding of regulatory frameworks and industry best practices related to audit and risk management.
- Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint.
- Willing to work onsite in Makati City
Advisory and Technical Assistance Services on Evidence-Based Decision Making
Posted today
Job Viewed
Job Description
Position Title : Advisory and Technical Assistance Services on Evidence-Based Decision Making (EBDM)
Duty Station : IOM Philippines Country Office (Cotabato)
Classification: Consultant
Type of Appointment: Consultancy, three months
Estimated Start Date: ASAP
Closing Date : 20 October 2025
Project Context and Scope
The International Organization for Migration (IOM)'s health program in the Bangsamoro Autonomous Region in Muslim Mindanao (BARMM) aims at strengthening the resilience and responsiveness of the region's health system and improving access to healthcare, as part of the organization's strategy to alleviate the driver of unwanted migration and to reduce health-related risks during displacements and migration cycle. IOM has implemented various health-related projects that contributed to better health outcomes in the BARMM.
IOM's project "Building Resilience through Inclusive Governance Healthcare Transformation in BARMM (BRIGHT-BARMM), funded by Korea International Cooperation Agency (KOICA), aims to enhance the local capacity of Ministry of Health (MOH) and its provinces and cities/municipalities, to pursue key and cross-cutting reforms in health systems. It will strengthen Health Systems (HS), particularly in areas of health governance and leadership, financing, and data and information, to provide a more conducive setting for implementing Safe Motherhood (SM), Adolescent Reproductive Health (ARH), and Global Health Security (GHS) programs.
One of the key focuses of the HS – Health Governance and Leadership is to improve evidence-based decision-making on public health programs amongst executives and planning officers at MOH, IPHOs, LGUs (incl. local health boards), and local government health facilities. It will reinforce upskilling, reskilling, and resource allocation strategies, enhance appreciation and utilization of quality health data, and institute practices of evidence- and needs-based decision-making. This will strengthen the overall capacity of BARMM health governance and leadership, thereby improving the health program delivery and management.
The objective of this consultancy is to build capacities of MOH, IPHOs, LGUs, and local government health facilities on Evidence-Based Decision-Making (EBDM). This includes identifying capacity gaps and designing and implementing training activities, enabling them to translate evidence from quality data sourced from the Field Health Services Information System (FHSIS), LGU Health Scorecard, PhilHealth, and other reporting tools into actionable solutions and strategies.
Under the overall guidance of the Head of Sub-Office in Cotabato City, direct supervision of the National Health Programme Coordinator, and in collaboration with the technical leads, the successful candidate will provide direct EBDM technical direction to the BRIGHT BARMM Project.
Responsibilities
Category B Consultant hired to deliver a report on a three-instalment payment basis:
First deliverable – Assessment report, including the capacity gaps analysis and recommended training approaches and methodologies to address the gaps, developed based on coordination and consultations with key partners at the regional, provincial, and municipal level, review on existing data, and assessment activities - Deliverable by email by 31 October % of overall contract value)
Second deliverable – Training modules on EBDM explicitly developed for the health system context with consultations from MOH and other key partners; and technical guidance note for IOM staff to guide IOM staff on EBDM activities - Deliverable by email by 21 November % of overall contract value)
Final deliverable – Facilitation of training to at least one to two provinces/ areas conducted (November - December 2025); Final Report submission, including result of training and action points (December 31, 2025)– Third and Final instalment payment (40% of overall contract value) - Deliverable by email by 31 December 2025
Performance indicators for the evaluation of results
Percentage of task completion specified in the ToR based on supervisors' performance evaluation. Tasks are divided into technical assistance (60%), coordination, liaison, and networking to National, Regional, and Local stakeholders and partners (10%), documentation and reporting (30%). Relevance of planning, organization and timeliness for managing and delivering progress reports and outputs.
Quality and comprehensive:
- Technical assessment of evidence-based leadership and governance
- Training modules on EBDM
- Technical guidance note on EBDM for IOM Staff
- Training report, including post-training and strategy recommendations, action points, data analysis and interpretation
- Final report
- Number and quality of training materials, tools, or policy/ guidelines evaluation reports of the reviewed strategies and processes/guidelines.
- Number and quality of community engagement efforts, knowledge products, mentoring sessions and interactions with IOM staff and key stakeholders at the National, Regional, and Provincial levels.
- Feedback from stakeholders on the quality of work and reports.
- Contribution to achieving project goals and objectives in BARMM, such as strengthened institutional capacity and guidelines or policies, BARMM application of new knowledge, and effective service delivery.
Qualifications
Education, Experience and/or skills required
- Master's or Higher degree in Local governance studies, Public Health, Health Data and Information Science, Medicine, Public Health Management, Public Administration, Political Science, Health Economics, Epidemiology, or any related field from an accredited academic institution with ten years of relevant professional experience.
- Advanced knowledge and proven experience in public health, health information systems, and evidence-based decision-making frameworks.
- Experience working in complex health system environments, preferably in the Philippines or similar contexts, and familiarity with national health data systems such as FHSIS and PhilHealth are desirable.
- Prior working experience with the International Organization, UN, Development Organization, National and BARMM government is highly desirable.
- Familiarity with the issues, policies, structure, and context of the Global and Philippines on public health is a must.
- Strong analytical, communication, and training skills are required to build capacity among health staff at various system levels effectively.
Languages
For this position, fluency in English and Filipino is required (oral and written) with working knowledge of any BARMM language.
IOM's official languages are English, French and Spanish.
Proficiency of language(s) required will be specifically evaluated during the selection process, which may include written and/or oral assessments.
Travel required
- The candidate will undertake duty travels in support of the programme, as may be required.
Required Competencies
IOM's competency framework can be found at this link. Competencies will be assessed during the selection process.
Values - all IOM staff members must abide by and demonstrate these five values:
- Inclusion and respect for diversity: Respects and promotes individual and cultural differences. Encourages diversity and inclusion.
- Integrity and transparency: Maintains high ethical standards and acts in a manner consistent with organizational principles/rules and standards of conduct.
- Professionalism: Demonstrates ability to work in a composed, competent and committed manner and exercises careful judgment in meeting day-to-day challenges.
- Courage: Demonstrates willingness to take a stand on issues of importance.
- Empathy: Shows compassion for others, makes people feel safe, respected and fairly treated.
Core Competencies – behavioural indicators
- Teamwork: Develops and promotes effective collaboration within and across units to achieve shared goals and optimize results.
- Delivering results: Produces and delivers quality results in a service-oriented and timely manner. Is action oriented and committed to achieving agreed outcomes.
- Managing and sharing knowledge: Continuously seeks to learn, share knowledge and innovate.
- Accountability: Takes ownership for achieving the Organization's priorities and assumes responsibility for own actions and delegated work.
- Communication: Encourages and contributes to clear and open communication. Explains complex matters in an informative, inspiring and motivational way.
Notes
- Any offer made to the candidate in relation to this vacancy notice is subject to funding confirmation.
- Appointment will be subject to certification that the candidate is medically fit for appointment, verification of residency, visa, and authorizations by the concerned Government, where applicable.
- IOM covers Consultants against occupational accidents and illnesses under the Compensation Plan (CP), free of charge, for the duration of the consultancy. IOM does not provide evacuation or medical insurance for reasons related to non-occupational accidents and illnesses. Consultants are responsible for their own medical insurance for non-occupational accident or illness and will be required to provide written proof of such coverage before commencing work.
- IOM has a zero-tolerance policy on conduct that is incompatible with the aims and objectives of the United Nations and IOM, including sexual exploitation and abuse, sexual harassment, abuse of authority and discrimination based on gender, nationality, age, race, sexual orientation, religious or ethnic background or disabilities.
- IOM does not charge a fee at any stage of its recruitment process (application, interview, processing, training or other fee). IOM does not request any information related to bank accounts.
- IOM only accepts duly completed applications submitted through the IOM online recruitment system. The online tool also allows candidates to track the status of their application.
Job Type: Temporary
Contract length: 3 months
Work Location: In person
Supervisor – Accounting Advisory Services
Posted today
Job Viewed
Job Description
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
Accounting Advisory Services Associate
Posted today
Job Viewed
Job Description
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
Transactions Advisory Services Associate
Posted today
Job Viewed
Job Description
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)
Transactions Advisory Services Analyst
Posted today
Job Viewed
Job Description
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
Be The First To Know
About the latest Technical advisory Jobs in Philippines !
Transaction Advisory Services Analyst
Posted today
Job Viewed
Job Description
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
Deal Advisory Services Associate
Posted today
Job Viewed
Job Description
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
Transaction Advisory Services Manager
Posted today
Job Viewed
Job Description
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.