Finance Head & Treasurer (Trust & Asset Management)

placeSanta Ana scheduleFull-time calendar_month4/16/26

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.

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