FINANCIAL MANAGEMENT ADVISORY SERVICES- Manager

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.