Chief Financial Officer

LOCATION: 75% Remote, 25% Makati or Alabang

TAIO is a bespoke BPO that builds and manages teams for companies around the world, from various industries including healthcare, non-life insurance, IT Consultancy among others. Our mission is to connect people who work together to grow and become successful.

The Chief Financial Officer (CFO) will lead all financial aspects of the organization, ensuring robust planning, efficient operations, and strategic guidance to achieve the company's growth and profitability objectives. As a key member of the executive team, the CFO will oversee accounting, controllership, treasury, systems, and legal-financial compliance, with a focus on building scalable processes for a high-volume, performance-driven environment. The CFO will also act as the primary financial strategist for expansion, acquisitions, and sustainability initiatives.

Strategic Financial Leadership

• Act as a regular adviser to the board and CEO on all financial matters.
• Lead financial risk assessment, capital allocation planning, and scenario modeling to support sustainable growth and profitability.
• Drive cost-efficiency initiatives without compromising service delivery.
• Ensure targets are realistic and align with operational pacing.
• Oversee the annual budgeting cycle (initiated in January 2026) and lead adjustments in Q1 as needed.

Financial Management & Reporting

• Lead the preparation of accurate monthly, quarterly, and annual financial statements and reports.
• Implement contribution margin analysis at the account and department levels.
• Monitor and report on KPIs, revenue performance, and cost efficiency.
• Ensure all taxes are booked alongside sales, with rigorous compliance with BIR and statutory regulations.
• Oversee monthly business reviews with the Controller to identify improvements, cost reduction opportunities, and market trends.

Controllership (Direct Report to CFO)

• Lead budgeting, audit, and financial control processes.
• Align expense allocations with revenue sources, covering recruitment, operational costs, and manpower requirements.
• Ensure accurate costing of staff resources and proper allocation of shared operational resources.
• Implement proactive tax planning strategies.

Treasury & Cash Flow Management

• Manage cash flow, working capital, and liquidity to meet operational requirements such as payroll and taxes.
• Maintain strong banking relationships and secure credit lines, loans, and investment capital.
• Ensure the company can sustain operations for a minimum of six months without revenue.
• Prepare bank-ready financial packages, including audited P&L, balance sheets, and projections (3–5 years).

Systems & Process Optimization

• Ensure robust capture of all transactions, with complete document monitoring (e.g., official receipts).
• Drive ERP optimization and financial automation projects to improve data accuracy, reporting speed, and decision-making visibility across the company.
• Evaluate ROI for automation and technology investments to balance cost savings with service quality.

Risk & Compliance

• Establish and maintain strong internal controls
• Ensure full BIR, SEC, and local compliance;
• Oversee audit readiness and regulatory findings, including tax schedules and corporate disclosures.
• Oversee retained earnings and dividend declarations in line with capitalization rules.
• Lead legal and financial due diligence for M&A, strategic partnerships, and asset acquisitions.
• Coordinate with legal teams on contract review, purchase agreements, and corporate compliance.
• Identify and mitigate financial risks in client contracts (payment terms, currency exposure, early termination clauses, etc…)

M&A and Due Diligence Leadership

• Manage a structured due diligence process, including setting up a secure data room for document submission.
• Lead cadence meetings with the due diligence team and legal counsel.
• Evaluate both assets and liabilities in acquisition targets.

Incentives & Performance Alignment

• Design incentive programs:

• Revenue-linked incentives for direct contributors.

• Earnings/cost-efficiency-linked incentives for support roles.

Strategic Initiatives

• Global Expansion: Establish financial infrastructure in new markets with cross-border compliance.
• Digital Transformation: Optimize ERP systems, automate reporting, and integrate AI-driven analytics.
• Investor & IPO Readiness: Build governance, transparency, and audit readiness for fundraising or public listing. Maintain robust communication with investors, banks, and auditors. Lead preparation for investor reporting, board presentations, and funding rounds.
• M&A Strategy: Lead financial due diligence, valuation, and post-merger integration.
• Sustainability & ESG Reporting: Implement frameworks for ESG compliance and sustainable financial practices.

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
• Minimum 10 years of progressive financial leadership, with at least 5 years in a senior role within BPO, shared services, or similar high-volume service industries.
• Proven expertise in financial planning, budgeting, and management reporting.
• Track record in cost optimization, risk management, and scalability planning.
• Experience with multi-client billing models, cross-border operations, and transfer pricing.
• Proficient in ERP systems, financial dashboards, and advanced Excel/Google Sheets.
• Excellent leadership, communication, and stakeholder engagement skills

• Deep understanding of industry metrics (e.g., seat utilization, FTE billing, SLA-linked pricing).
• Experience in M&A, fundraising, or investor relations.
• Hands-on leadership style with the ability to thrive in a fast-paced environment.