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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