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create synergies inc.

Finance Head & Treasurer (Trust & Asset Management)

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  • Posted 20 hours ago
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Job Description

Location: BGC, Taguig

Schedule: Monday – Friday (Morning Shift)

Position Overview

The Finance Head & Treasurer will lead the financial management, accounting, and treasury functions for a premier firm specializing in Trust and Asset Management. Reporting directly to the President, the successful candidate will oversee capital management, regulatory reporting, and risk mitigation while managing a specialized finance team.

Core Responsibilities

  • Financial Governance: Oversee financial accounting, statement preparation, and management reporting.
  • Trust Operations: Manage capital requirements and basic security deposits specifically for trust and asset management operations.
  • Risk & Compliance: Ensure strict adherence to trust regulations, PFRS, and internal risk frameworks.
  • Leadership: Act as a key financial advisor to the President and mentor a team of four.

Requirements


  • CPA License: Must be a Certified Public Accountant.
  • Trust Experience: Minimum 5 years of direct experience in a Trust Department or Trust Corporation.
  • Technical Background: Minimum 5 years in audit, financial statement preparation, or investment/asset management operations within a reputable financial institution.
  • Regulatory Expertise: Mastery of PFRS and local statutory requirements.

Benefits


  • Executive-level salary and performance incentives.
  • Comprehensive health, life, and retirement packages.
  • Prime office location in BGC.

More Info

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About Company

Job ID: 146609511

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