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Financial Strategy Consultant

2 weeks ago

Cebu City, Central Visayas, Philippines CallTek Full time

A leading company specializing in trust management and health insurance services seeks a seasoned financial expert to join its team. The ideal candidate will possess extensive experience in complex financial structures, regulatory compliance, and strategic planning.

Responsibilities
  • Strategic financial oversight for trust management and health insurance operations.
  • Budgeting, forecasting, and financial modeling to ensure profitability and regulatory compliance.
  • Financial reporting, audits, and tax filings for trusts and healthcare entities.
  • Cash flow management, investment strategies, and risk assessment.
  • Regulatory compliance advice and requirements specific to trust management and health insurance.
Qualifications
  • CPA designation required.
  • Proven experience as a Fractional CFO, Controller, or Senior Financial Consultant.
  • Experience in trust accounting, health insurance finance, or related industries.
  • Strong understanding of GAAP, regulatory compliance, and risk management.
Preferred Qualifications
  • Experience working with PEO firms, insurance providers, or financial trusts.
  • Knowledge of ERP systems and financial automation tools.
  • Background in multiple employer trusts, especially those formed under IRS Section 419A (health insurance trusts).