Manila Recruitment

Accounting Manager

• Lead onboarding for new clients availing Monthly Retainer Engagement (MRE) services, including kickoff meetings, document and account setup, compliance calendars, and briefing the assigned Junior Accountant.
• Ensure timely and accurate preparation of client working papers and review all tax returns prior to filing and payment.
• Oversee accurate transaction entries and bookkeeping across the client portfolio, and supervise the preparation of spreadsheets and books of accounts required for BIR compliance.
• Oversee payroll processing, commission reconciliation, check voucher preparation, and payable list monitoring across assigned engagements.
• Ensure accurate record-keeping and compliance with BIR regulations across all client accounts.
• Implement and maintain a sound accounting system to efficiently monitor client accounts and streamline accounting processes.
• Maintain updated compliance tools, including checklists, templates, and engagement letters.
• Prepare client reports and documentation, proactively addressing compliance issues and providing regular updates on engagement progress.
• Oversee the preparation of Annual Financial Statements for clients, coordinating with partner external auditors and BOA-accredited CPAs for audit opinion and sign-off.
• Review journal entries for complex or non-routine transactions, including asset disposals, foreign exchange adjustments, accruals, and depreciation policy changes.
• Advise clients on proper accounting treatment for unusual transactions and ensure alignment with applicable PFRS.
• Review and finalize disclosure notes and supporting schedules for Annual Financial Statements prior to external audit submission.
• Communicate changes and updates to Accounting Standards and frameworks in the Philippines to the team and, where relevant, to clients.
• Identify and flag accounting risks or irregularities across client portfolios and recommend corrective actions to Management.
• Conduct comprehensive tax health assessments to verify client compliance status and secure clearances for client projects.
• Develop and recommend tax strategies that minimize liabilities while ensuring compliance.
• Provide advisory support on the tax implications of client business decisions.
• Research and resolve complex tax issues, delivering practical recommendations to clients.
• Conduct regular client visitations and meetings to ensure timely and quality deliverables.
• Schedule and prepare Junior Accountants for client visitations, and supervise their execution.
• Provide accounting and tax consultation support to the Compliance Department during new business registrations, including guidance on tax type registration (VAT vs Non-VAT), books of accounts requirements, and initial compliance setup.
• Act as the person-in-charge (PIC) for complex or escalated Letter of Authority (LOA) cases, including setting up meetings with BIR examiners, group supervisors, and revenue officers.
• Oversee record reconciliation, document consolidation, and data submission to the BIR for LOA cases under their direct handling.
• Devise ways to lower BIR assessments relating to LOA, and design accounting strategies and policies to reduce clients' future LOA exposure.
• Draft responses to routine BIR, LGU, SSS, PHIC, and HDMF letters and notices.
• Draft protest letters, position papers, and formal replies to Preliminary Assessment Notices (PANs) and Final Assessment Notices (FANs) for complex or escalated cases.
• Represent clients in informal conferences and meetings with BIR examiners on complex or escalated cases, working toward favorable resolutions and reduced assessments.
• Conduct internal tax health checks and diagnostic reviews to proactively identify client exposure areas before an LOA is issued.
• Prepare comprehensive tax reconciliation schedules and audit workpapers to support the defense of client positions during examination, and draft clear, comprehensive tax memorandums on complex matters.
• Lead and mentor a team of four (4) Junior Accountants, providing guidance, feedback, and support for professional growth.

Tax and Accounting Supervisor

Communications

• You'll build and execute communications and brand strategy across two parallel tracks: The client’s marketing and customer engagement, and the CEO's personal brand as the face of AI disrupting compliance.
• You'll own all outbound communications, build the CEO's visibility across multiple channels, and manage the infrastructure that turns every appearance (podcasts, articles, interviews) into owned-audience growth.
• Own all customer-facing and prospect communications: newsletters, indoctrination-phase email sequences, referral and review asks, social media presence
• Develop and manage the communications strategy that supports the full customer journey (landing engagement booking post-demo)
• Write or oversee content — blogs, social posts, email copy — using AI as a primary tool while maintaining brand voice, accuracy, and honesty
• Work with the CRO and the broader team to align messaging with sales and product changes
• Build the infrastructure and systems to establish the CEO as a recognized authority on AI disrupting compliance
• Manage the CEO's public appearances: maintain a roster of target podcasts, help coordinate podcast bookings (working with a publicist once hired), and ensure a regular cadence of appearances
• Curate, edit, and distribute content from the CEO's appearances across multiple channels (LinkedIn, YouTube, Instagram, TikTok, and others as they emerge)
• Receive raw content (podcast clips, interview footage, articles featuring the CEO), edit into short-form and long-form pieces, and post across platforms
• Manage posting schedules and track growth metrics across all channels
• Develop the CEO's messaging discipline and brand voice so he's consistent across all interviews and appearances
• Build your own AI-assisted systems (using Claude, ChatGPT, or other tools) to act as your multiplier — podcast research, calendar management, content organization, copywriting
• Document processes and systems so that as the team grows, new hires can step in without starting from scratch

Head of Growth and Communications

• Completing payments and controlling expenses by receiving, processing, verifying, and reconciling invoices
• Reconciling processed work by verifying entries and comparing system reports to balances
• Charges expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries
• Pays vendors by monitoring discount opportunities, verifying federal ID numbers, scheduling and preparing checks, and resolving purchase order, contract, invoice, or payment discrepancies and documentation
• Verifying vendor accounts by reconciling monthly statements and related transactions
• Maintaining historical records of all invoices, reports, receipts and cheque registers by saving documents properly on the network
• Assisting other departments with equipment or product purchases, tracking assets and accounts for acquisition
• Confirming subcontractor-billed working hours
• Process Employee and Sales Rep. expenses
• Receive incoming payments and record them into the system.
• Conduct bank/credit card reconciliations as required.
• Review all outstanding customer accounts.
• Follow up on past-due invoices via email or phone calls
• Record customer payments into the system
• Respond to inquiries regarding invoicing and collection
• Coordinate with Sales Representatives/ Customer service Representatives on past-due invoices if required.
• Assist and support on Invoicing process and customer set up process
• Assist and support month and year-end processes.
• Generate and issue customer invoices accurately and on time
• Ensure billing accuracy by verifying rates, quantities, and terms against orders/contracts
• Maintain and update customer billing records and account information
• Investigate and resolve invoice discrepancies with customer and internal teams
• Support customer account set-up, including billing details and payment terms

Accounting Analyst – Invoicing, AP

Customer Support

• The Customer Success Assistant will help support and guide new and existing users, so they stay forever and tell all their friends what a great impact the company made.
• Providing mainly behind-the-scenes support for Customer Success Specialists, who are responsible for training new users in the software.
• Provisioning new accounts for new subscribers, including setting up the correct environment, issuing passwords and providing access to the learning tools etc.
• Providing a rapid response to customer support queries via Intercom help desk, by either
• a) resolving simple requests immediately
• b) investigating and solving more complex requests or
• c) logging a bug report in JIRA for the development team to address.
• Updating client workflows and/or performing behind the scenes account customizations to help support users’ implementation of the app.
• Conducting account “health checks” to determine who well customers are using the software, so the team can deliver targeted support and solutions.
• Actioning subscription changes such as upgrades, downgrades, or cancellations.
• Helping to keep the documentation updated as features change and evolve.

Customer Support Agent

System Administrator

• Acting as the first point of contact for internal IT issues, incidents and service requests
• Providing technical support for users, laptops, applications, accounts, permissions and access-related issues
• Managing user onboarding, offboarding and role changes, including accounts, licences, devices, group memberships and permissions
• Administering Microsoft 365 services, including Exchange Online, Microsoft Teams, SharePoint and OneDrive
• Managing users, groups, authentication methods, enterprise applications and access controls within Microsoft Entra ID
• Administering Windows devices through Microsoft Intune, including application deployment, configuration profiles, compliance policies, security baselines and device restrictions
• Supporting Windows Autopilot and the provisioning, replacement, rebuilding and retirement of company devices
• Deploying new applications, managing software updates and resolving application compatibility issues using Microsoft Intune and other appropriate tools
• Supporting Microsoft Defender, endpoint security controls, patch management and vulnerability remediation
• Assisting with the implementation and maintenance of Conditional Access policies, multifactor authentication and role-based access controls
• Supporting Windows Server, Active Directory, Group Policy, DNS, DHCP, file services and related infrastructure where required
• Assisting with Microsoft Azure, cloud infrastructure and other internal IT projects
• Monitoring system health, security alerts, device compliance and outstanding remediation tasks
• Troubleshooting hardware, software, identity, access and connectivity issues through to resolution
• Liaising with third-party suppliers, support providers and software vendors where necessary
• Maintaining accurate system documentation, asset records, configuration records, support procedures and user guides
• Following appropriate change management, security and documentation processes when making system changes
• Identifying recurring issues and improving or automating administrative processes where possible
• Supporting the ongoing development of the company’s IT security controls and ISO 27001 processes

Systems Administrator

Performance Marketing

•Manage and optimize paid advertising campaigns across Amazon Ads, Google Ads, Meta Ads (Facebook and Instagram), and TikTok Ads to drive revenue growth and maximize return on ad spend (ROAS)
•Own the end-to-end campaign lifecycle, including strategy development, campaign setup, budget allocation, audience targeting, A/B testing, and ongoing performance optimization
•Monitor and analyze key performance metrics such as ROAS, ACoS, CAC, CTR, CPC, and conversion rates, providing actionable recommendations to improve campaign performance
•Independently manage multiple advertising accounts and priorities, ensuring campaigns are delivered efficiently with minimal supervision
•Conduct keyword research, competitor analysis, and product performance evaluations using tools such as Helium 10 to identify growth opportunities
•Optimize product listings and advertising strategies based on marketplace trends, customer behavior, and campaign insights
•Prepare regular performance reports and communicate campaign results, strategic recommendations, and business insights to stakeholders in clear, professional English
•Collaborate with internal teams to align paid advertising initiatives with overall marketing, e-commerce, and business objectives
•Leverage AI tools such as ChatGPT and Claude to improve campaign planning, creative ideation, reporting, data analysis, and workflow efficiency
•Continuously identify opportunities to improve advertising performance, streamline processes, and implement best practices across paid media channels
•Stay up to date with changes in Amazon, Google, and Meta advertising platforms, industry trends, and emerging digital marketing strategies to maintain a competitive advantage
•Take full ownership of campaign performance, proactively identifying challenges, proposing solutions, and driving initiatives that contribute to the company's growth in a fast-paced startup environment

Paid Ads Manager – Amazon, Google, Meta

Financial Planning and Analysis

• Receives SDT (Summary of Daily Transactions) from Investment Treasury, reviews and prepares the final copy
• Approves the daily transactions (rollover, new investments, withdrawals, money market placements, mutual funds, stocks, dividends) encoded by the Investment Operations Associate into the Investment Management System (IMS)
• Prepares daily reports needed by the Portfolio Officer such as maturities schedules, investment schedules for the succeeding bank days
• Analyzes daily transactions, prepares adjustments, and verifies accounting entries posted in the IMS
• Prepares, verifies, consolidates, and analyses financial statements and reports for use by Unit
• Head and management for decision-making and presentation to the various Committees including the Investment Committee
• Validates the reports submitted by the external fund managers, including the computation and verification of the Return on Investments (ROI), updates the IMS on the monthly market value of the funds based on the financial statements from the external fund managers
• Consolidates the external fund managers' reports with internally managed (IMU) investments and submits the consolidated report to the IMU Head for further validation and reporting to the Investments Committee
• Prepares and analyses various reports for submission to the schools’ controller. These include the Investment schedules, financial statements, and other reports as needed
• Manages the Investment software and backs up the system files
• Assists external and internal auditors with required schedules and reports
• Generates daily transaction reports (liquidity, requirements based on maturities)
• Generates exposure reports and investment schedules for Money Market, Mutual Fund and Equity
• Prepares financial statements and schedules of the fund managed by IMU for the DLS schools
• Verifies various financial statements submitted by external fund managers and the Return on Investment (ROI)
• Consolidates information and figures from external fund managers' reports and IMU-managed investments
• Ensures validity, correctness, and accuracy of all financial transactions taken up in the books of the unit
• Prepares daily accounting entries and the subsidiary ledgers of all investments of schools
• Acts as custodian of investment-related documents, producing proof of investment of all schools.

Investment Operations Officer

• Prepare and review monthly, quarterly, and annual financial statements.
• Ensure compliance with PFRS and other regulatory requirements.
• Coordinate the preparation of regulatory reporting.
• Oversee daily accounting activities, including accounts payable/receivable, general ledger, and payroll.
• Ensure accurate and timely processing of all financial transactions.
• Implement and maintain accounting policies and procedures.
• Oversee tax computation and filings within the statutory deadlines.
• Ensure accurate and timely processing of all tax and other government compliance reports.
• Mentoring and Coaching of Accounting Associates and Senior Accounting Associates.
• Ensures that team members meet efficiency score standards and KPIs.
• Facilitate appropriate trainings and performance management.
• Proactively identifies and addresses policy and procedure breaches.
• Assist in the preparation of the annual budget and financial forecasts.
• Monitor budget performance and analyze variances.
• Provide recommendations for cost control and efficiency improvements.
• Ensures process documentation is complete and updated.
• Ensure the accuracy and reliability of accounting data.
• Conduct internal audits and implement corrective actions as needed.
• Ensures accountability for service quality and overall customer satisfaction.
• Work closely with other departments to support overall company goals and objectives.
• Collaborate with external auditors and provide necessary documentation for audits.
• Communicate financial information to management and stakeholders.
• Leads client meetings, handle issue resolutions and key status updates.
• Ensures that communication is purposeful, timely, and solutions-driven in every customer interaction.
• Provide efficiency and transparency, giving clients real-time access and updates through the use of innovative cloud-based tools.
• Provide clear, consistent, and efficient communication channels that build trust, foster collaboration, and support long-term client relationships.

• Reviewing the submission of information from entities being assessed under a financial viability assessment process. This includes:
• Confirming that the details provided by the Entity being assessed match the details provided by customers
• Ensuring all relevant questions have been answered fully and correctly
• Confirm that supporting documentation matches the correct formats and is accurate
• Ensuring information provided is as up to date as possible and within acceptable timeframes
• Attention to detail and the ability to quickly and accurately identify missing data are critical
• Checking and reconciling the financial information provided. This involves the following:
• Ensuring the Entity’s name matches the business name on the Financial Statements
• Checking that the relevant and requested periods have been provided
• Confirming that complete documents have been provided. This includes: Full Profit and Loss and Trading Statement (if applicable), Balance Sheet, Notes with breakdowns of accounts (if applicable), Director’s Statement and Compilation Statement/Auditors Report (if applicable)
• Reading through Notes/Accountant Statements/Auditor’s Report to ensure a complete understanding of the Financial Statements
• Checking the reconciliation of the Balance Sheet to ensure that total figures are correctly calculated
• Checking for the inclusion of all figures.
• Confirming the reconciliation of income, expenses, and accounts across periods
• Being comfortable in clearly and concisely highlighting any concerns or key points relevant to the assessment
• Maintain high levels of accuracy and quality control in all work performed
• Uploading and mapping financial information to the digital platform. This will include:
• Extracting the relevant pages from the Financial Statements
• Confirming that the digitisation is correct and all numbers and line items have been captured
• Correctly and accurately map the different income, expenses, assets, liabilities, and equity accounts into their respective and relevant fields for assessment purposes
• Complete a Google Sheet to upload the information to the platform for the assessment
• This process requires understanding Australian Financial Statements and Corporate Structures, as well as the assessment process, to ensure relevant comments are made
• Requesting clarifications and additional information from the entities being assessed
• This will require the ability to communicate clearly and concisely via email with contacts at an Entity or Customer, including External Accountants, Internal Accounts Teams, Financial Managers, Chief Financial Officers, Company Directors, and Administrators
• The ability to provide full details and context regarding discrepancies or gaps in the information provided, ensuring responses come through promptly, and additional communication is not required
• Communicating with the Analyst Team
• This is one of the most critical tasks, as it ensures that all relevant information is relayed and that the Analyst assessing the Entity is fully aware of any concerns or issues that may need further attention

Financial Analyst – Submission Review

Business Development Rep

• Lead, coach, mentor, and manage a team of BDRs/cold callers.
• Monitor daily activity levels, including calls, emails, and other outbound prospecting efforts.
• Ensure BDRs consistently follow approved sales processes, scripts, and best practices.
• Track team performance against key metrics such as calls made, conversations held, appointments booked, and conversion rates.
• Conduct regular call monitoring, quality reviews, and coaching sessions.
• Motivate the team to achieve individual and team targets.
• Identify performance gaps and implement performance improvement plans where necessary.
• Assist with the recruitment, onboarding, and training of new BDRs.
• Prepare regular reports on team performance and provide recommendations for improvement.
• Collaborate with management to optimize outreach strategies and operational processes.

Business Development Team Lead

Controller

• Oversee the company’s accounting and financial reporting.
• Prepare and manage internal financial reports, handling audits and compliance obligations.
• Supervise bank accounts and enhance financial policies and procedures to support a rapidly growing organization.
• Partner with the CFO and Director of Finance to develop accounting and management reporting processes and procedures.
• Lead internal accounting function, complete month end close-out, develop and maintain timely and accurate financial statements in accordance with U.S. Generally Accepted Accounting Principles (GAAP) along with robust supporting documentation.
• Lead monthly close process with target of 6-8 days (soft close by day 6, hard close by day 8).
• Prepare preliminary financial analytics, including flux (variance) analysis and budget vs. actual analysis, for senior leadership review.
• Apply materiality assessments when evaluating post-close adjustments to balance accounting accuracy with business efficiency.
• Support operation of the Accounts Payable role utilizing the RAMP software to ensure timely submission of expenses & related reports.
• Develop and maintain robust financial controls for the organization.
• Manage AR / Payroll, Credit & Collections, Banking relationships and partner with Operations to manage / enhance the Materials & Equipment flows.
• Act as the primary day-to-day liaison with external auditors by coordinating audit requests, supporting documentation, and audit communications.
• Automate Netsuite entries using the fixed asset module.
• Coordinate oversight and monthly reconciliation of inventory across multiple partners and Netsuite.
• Mentor and develop accounting staff by providing coaching on U.S. GAAP, journal entries, account reconciliations, and month-end close processes.
• Collaborate closely with cross-functional teams to investigate and resolve accounting and operational issues.

Controller, US GAAP, Accounting/Audit

People Operations

• EOR Transition Support – Partner with Fora's US People Ops team on the operational execution of contractor-to-employee conversion for our Philippines-based workforce. Coordinate closely with our EOR to ensure accurate onboarding, records, and a smooth, compliant, people-first transition by early 2027.
• Employee Experience – Serve as the primary point of contact for Manila-based employees throughout their full tenure at Fora — from onboarding through day-to-day
• employment, growth, and offboarding. Own the local employee experience: benefits and compensation questions, statutory contributions, policy clarity, and the moments that make people feel informed and supported at every stage.
• Employee Relations – Own all employee relations matters for the Manila team: performance concerns, workplace conflict, policy questions, and escalations. Partner with
• managers to coach through difficult conversations with fairness and documentation rigor.
• Cultural Translation – Act as the bridge between Fora's NYC leadership culture and the Philippines team — translating expectations, values, and decisions into local context, and representing the Manila team's perspective back to US leadership in a solutions-oriented way.
• EOR Platform Administration – Own the day-to-day operational management of Fora's Employer of Record platform, including employee record accuracy, payroll cycle review, onboarding and offboarding workflows, benefits coordination, and support ticket management. Partner with Fora's US People Ops leadership, who manages the strategic EOR relationship.
• Onboarding & Offboarding – Design and run a thoughtful onboarding experience for all newly converted employees in alignment with the company’s US standards. Manage offboarding in alignment with Fora's global People Ops standards and Philippine labor requirements.
• Performance Management — building and maintaining PM frameworks (goal-setting, reviews, feedback) aligned to company-wide standards
• Legal Liaison — coordinating between Fora HQ legal and Philippines-based counsel on employment/labor matters

People Operations Manager

Executive Assistant

• Verify insurance and call on outstanding insurance claims.
• Scheduling appointments, contacting patients, and following up.
• Collect and post payments and record receipts.
• Work aging report to ensure all claims are paid properly.
• Submits dental claims to insurance companies online, by mail, and by fax.

Virtual Office Assistant

Manager

• Ensure high-quality IT service delivery aligned with SLAs and business expectations
• Manage ramp-up, transition, and scaling activities while ensuring delivery continuity
• Implement standardized delivery frameworks and processes
• Oversee facilities, infrastructure, and local vendors to maintain operational stability and ensure business continuity
• Act as co-owner of GCC performance with Central IT divisions
• Participate in governance forums and align GCC strategy with business goals
• Implement shared accountability (RACI) across operations and delivery
• Contribute to GCC maturity roadmap and capability evolution
• Ensure full compliance with Philippine Economic Zone (PEZA) regulations
• Own GCC budget, forecasting, and financial performance
• Drive cost efficiency and value realization initiatives
• Ensure transparent recharge and cost allocation mechanisms
• Provide financial reporting and performance analysis
• Lead recruitment, onboarding, and talent retention strategies
• Build strong employer branding in local market
• Develop career pathways and workforce capabilities
• Manage employee engagement and retention
• Drive local Employer Branding initiatives to attract and retain top-tier IT talent in the highly competitive Manila market
• Define and track KPIs across delivery, talent, and efficiency
• Drive automation, AI, and process improvement initiatives
• Monitor performance metrics including SLA adherence and employee engagement
• Collaborate on performance optimization initiatives
• Act as primary interface between GCC, IT leaders, and support functions
• Ensure transparency on delivery, cost, and performance
• Drive stakeholder engagement and adoption of GCC model

IT General Manager

Administrative Assistant

• Coordinate with the company's appointed legal counsel regarding incorporation and business registration activities.
• Assist with document preparation, collection, notarization, submission, and follow-up requirements.
• Track and monitor registration milestones, permits, licenses, and other compliance-related activities.
• Liaise with government agencies and regulatory bodies as required.
• Serve as the company's local representative in the Philippines for administrative and operational matters.
• Serve as the primary local point of contact for external stakeholders.
• Coordinate with banks, government offices, service providers, consultants, and vendors.
• Schedule meetings, manage correspondence, and facilitate communication between local and overseas teams.
• Maintain organized records of corporate documents, contracts, permits, and company files.
• Prepare reports, status updates, and administrative documentation as required.
• Manage incoming and outgoing correspondence and ensure timely follow-up on action items.
• Assist with procurement, vendor management, and office-related requirements.
• Support day-to-day operational activities as the company establishes its presence in the Philippines.
• Assist in implementing administrative processes and best practices.
• Handle ad hoc projects and administrative tasks assigned by management.
• Escalate issues promptly and coordinate with management and external advisors to ensure timely resolution.