REASONS TO APPLY
- Hybrid work
- Dayshift with fixed weekends off
- Work-life Balance
- Empowering work environment and culture
- Competitive salary and benefits
- Supportive, collaborative teams across functions
ABOUT US
Steadfast Group is the largest general insurance broker network and group of underwriting agencies in Australasia, with growing operations in Asia, Europe, and the US.
Based in Bonifacio Global City Taguig, Steadfast Shared Services in the Philippines is expanding its Finance and Technologies teams.
We are proud of our diverse mix of people and skills, coming together across multiple businesses to support our broker network and create next-generation thinking, systems, and technologies that will drive the insurance sector forward. Ours is an exciting, progressive organization where you can build a meaningful professional career alongside some of the brightest people in the insurance industry.
ABOUT THE ROLE
In this role, you will support the expanded accounting responsibilities of the Manila team to service wider entities of the Steadfast Group and its subsidiaries. You will execute and deliver KPIs based on service level agreement (SLA) for the preparation of annual financial statements of Steadfast Business Solutions managed entities.
Responsibilities include the following:
- Prepare annual financial statements in accordance with Australian Accounting Standards and interpretations issued by the Australian Accounting Standards Board (AASB)and the Corporations Act 2001 and in compliance with regulatory requirements.
- Liaise with external auditors.
- Prepare financial statements and reports needed for compliance with regulatory requirements.
- Manage existing clients; serve assigned clients in accordance with agreed deliverables and deadlines; function as primary point of contact for various issues, including but not limited to process, IT issues, and reporting requirements.
- Oversee the work of junior team members on the clients/portfolio assigned.
- Adhere to, implement, or create, as required, standard operating procedures.
Accounting and financial reporting
- Manage trust bank account movements to broking system transactions; reconcile general bank accounts.
- Complete and post month-end journals, month-end working papers, monthly management reports, monthly IAS, quarterly BAS, monthly payroll tax, and income tax return and FBT.
- Substantiate monthly balance sheet accounts.
- Handle AFSL financial compliance (RG166 & FS70/71).
- Complete budgets and forecasts as per head office timeline.
- Coordinate the preparation of year-end financial statements and audit requirements; prepare computation of dividends.
Client take-on
- Work with new clients to take on agreed accounting and financial reporting services.
- Understand current processes and propose changes, as necessary, with the aim to move towards standardized workflow and processes.
- Assist clients with the necessary change management within their businesses.
- Perform due diligence and resolve any issues given current trial balance (TB).
- Ensure transition timeline is met, prioritize activities, and escalate issues to relevant people.
- Ensure client engagement, cooperation, and expectations are managed throughout the take-on.
- Coordinate with various SBS team leads to transition task and functions to the appropriate teams, including but not limited to, agreeing on transition timelines, setup/onboarding activities, access requirements.
Process improvements and change management
- Suggest refinements to existing processes for each area of service offered to ensure efficient, timely, and accurate process delivery.
- Prepare and update all necessary documentation for all functions in accordance with the agreed scope of services.
- Assist in transitioning and on-boarding new entities to relevant systems.
- Support manager in conducting training and knowledge transfer to new staff on systems and processes in accordance with agreed procedures, templates, and workflows.
- Assist in implementing new service offerings and initiatives to clients.
- Assist in broker merging of businesses.
- Engage, deliver, execute, and implement various agreed standardization, centralization, and continuous improvement projects and initiatives.
ABOUT YOU
To be successful in this role, you will need the following:
- Certified Public Accountant license.
- At least 5 years of experience in a professional services accounting environment. Experience as an audit senior or audit reviewer role is an advantage.
- Experience in insurance broking or in an underwriting agency is an advantage.
- Competence in Australian tax laws, regulations, and business consolidations. Experience with Australian payroll functions is an advantage.
- High attention to detail and accuracy.
- Ability to effectively work with team and others to meet timelines, objectives, and KPIs.
- Commitment to take full responsibility for tasks assigned.
- Ability to communicate at all levels in a multiple stakeholder environment.
- Excellent interpersonal skills and time management skills.
- High level of motivation, adaptability, pro-activeness, and integrity.
- Ability to multi-task and accomplish goals with minimal supervision.
- Competence in critical and analytical problem solving.
- Ability to train and motivate teammates.
- Experience in researching/analyzing ad hoc issues, legislative requirements and changes, and in updating policy and operating procedures, checklists, and other templates.
- A continuous process improvement mindset.
- Proficiency in Microsoft Excel and knowledge of SAP/Concur.
WHAT TO EXPECT
We offer you exciting benefits to support you in your professional and personal journey:
- Flexible work arrangements to help you balance work and personal responsibilities.
- Career development opportunities through technical and leadership programs.
- Life, disability, and travel insurance, plus access to other discounted insurance options.
- A competitive compensation and benefits package.
- A vibrant, collegiate, inclusive culture that celebrates you.
We want to learn more about you, so click the link to apply.
You may also email [Confidential Information].
