Category: Active Advisory Mandate

Active Advisory Mandate

  • Director, Payroll Operations — US Multi-State (Remote)

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    Director, Payroll Operations — US Multi-State (Remote)

    • Function: Payroll Operations Leadership / HR Operations
    • Seniority: Director
    • Office Location: Remote – Philippines
    • Work Setup: Work from Home
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a US-based workforce development organization scaling its HR operations function. The Director of Payroll Operations leads the entire US payroll function remotely from the Philippines, overseeing multi-state payroll compliance, system integrity, and team leadership across 15+ US tax jurisdictions.

    What the Role Involves

    The Director is the senior payroll authority for the organization, responsible for ADP Workforce Now administration, multi-state US payroll compliance (SUTA/FUTA/FICA), audit oversight, and team development. The role requires a payroll leader with deep US tax nexus knowledge who can operate independently in a fully remote, graveyard-shift environment.

    Requirements

    • Significant experience managing US multi-state payroll operations, including strong working knowledge of SUTA, FUTA, FICA, and US payroll tax nexus frameworks.
    • ADP Workforce Now system proficiency required.
    • Director-level leadership experience within a payroll, HR operations, or shared services function.
    • Demonstrated ability to manage multi-jurisdiction payroll audits and compliance reviews.
    • Graveyard shift availability is a non-negotiable requirement of the role.
    • Experience within a US-based organization operating a remote Philippine payroll team preferred
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  • Finance Manager — Accounts Receivable, AWS Collections

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    Finance Manager — Accounts Receivable, AWS Collections

    • Function: Finance Operations / Global Accounts Receivable
    • Seniority: Senior Manager
    • Office Location: Manila, Metro Manila
    • Work Setup: On-site
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a global technology and cloud services conglomerate with a major Finance Operations hub in Manila. The Finance Manager leads the AWS Accounts Receivable and Collections team — directly managing a team of 40–50 professionals and overseeing the global order-to-cash cycle at significant scale.

    What the Role Involves

    This is a senior finance operations leadership role with direct accountability for a large team, enterprise-scale AR and collections management, and SOX compliance. The Manager drives automation of payment matching and collections workflows, manages month-end financial closure activities, and partners directly with the US controllership group to ensure order-to-cash processes meet global financial control

    Requirements

    • Demonstrated experience managing large-scale Accounts Receivable and Collections operations within a multinational technology, cloud services, or financial services environment.
    • Proven people leadership of teams of 30+ professionals in an on-site operations environment.
    • Sarbanes-Oxley (SOX) compliance knowledge and experience managing controllership partnerships required.
    • Familiarity with ML-driven payment matching tools, order-to-cash automation, and global AR process governance.
    • Night shift availability required — role operates on US business hours from Manila.
    • CPA or equivalent finance qualification preferred.
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  • Escalations Manager (Registered) — Licensed Financial Services

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    Escalations Manager (Registered) — Licensed Financial Services

    • Function: Regulatory Escalations / Registered Supervisory Management
    • Seniority: Manager
    • Office Location: Five Neo, Taguig, Metro Manila
    • Work Setup: On-site
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a US multinational financial services institution with a licensed supervisory operations hub in Taguig. The Escalations Manager is a FINRA-licensed supervisory role responsible for managing escalated customer complaints across the enterprise in accordance with US financial regulatory disclosure requirements.

    What the Role Involves

    This role manages the end-to-end escalation cycle for registered customer complaints — a function that carries strict FINRA Form U4 disclosure obligations and cannot be performed remotely under US financial regulatory law. The Manager oversees dispute resolution workflows, compliance audit preparation, and team performance for the escalations group. The role requires an active FINRA Series 7 and 9/10 or 24 license — or a clear pathway to obtaining these.

    Requirements

    • Active FINRA Series 7 and either Series 9/10 or Series 24 supervisory license required — or demonstrated eligibility and commitment to obtaining these licenses.
    • Experience in financial services escalations management, dispute resolution, or registered supervisory roles.
    • Strong understanding of US financial regulatory frameworks, including Form U4 Section 14 disclosure requirements.
    • Demonstrated ability to manage compliance audits and regulatory reviews in a structured, high-accountability environment.
    • On-site availability at the Taguig office is a non-negotiable requirement of the role.
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  • HR Service Delivery Senior Manager

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    HR Service Delivery Senior Manager

    • Function: Human Resources Operations / Shared Services
    • Seniority: Senior Manager
    • Office Location: BGC, Taguig, Metro Manila
    • Work Setup: Hybrid
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a major US multinational bank with a significant shared services operation in BGC Taguig. The HR Service Delivery Senior Manager leads one or more complex HR operations areas within the HR Global Delivery Activity group, overseeing timely completion, quality, and compliance across HR shared services functions.

    What the Role Involves

    This senior manager role sets guidance and metrics across HR service delivery, leads cross-functional process improvement initiatives, and determines strategy for one or more functional HR teams. The role requires direct collaboration with senior management and full accountability for resource allocation, team development, and adherence to global service level agreements. HR functions covered include talent acquisition, pay, benefits, incentive administration, HRIS, leave of absence, and HR compliance operations.

    Requirements

    • Minimum 5 years of experience in HR operations management or HR shared services leadership, ideally within a multinational banking, financial services, or large-enterprise environment.
    • Demonstrated experience overseeing multiple HR functional areas simultaneously within a global service delivery model.
    • Strong familiarity with Workday, ServiceNow, and other HRIS platforms.
    • Proven track record of cross-functional process improvement and risk control development.
    • Experienced working within and managing teams in a matrixed, global organizational structure.
    • Background in compliance-heavy HR environments (international employment law, multi-jurisdiction payroll) preferred
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  • Finance Director — Philippines Country Operations

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    Finance Director — Philippines Country Operations

    • Function: Finance Leadership / Country Financial Operations
    • Seniority: Country Director
    • Office Location: Manila, Metro Manila
    • Work Setup: On-site
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a fast-growing premium retail and food beverage brand with aggressive expansion across the Philippines — currently operating 11+ locations with rapid multi-store growth planned. The Finance Director leads the entire Philippine financial function, overseeing retail treasury planning, cost control, and financial compliance across all store operations.

    What the Role Involves

    The Finance Director is the senior financial authority for the Philippine market, reporting to regional leadership. The role is responsible for cash flow forecasting, multi-store cost controller frameworks, retail treasury planning, budget management, and financial reporting for the Philippine entity. This is a critical first senior finance hire for the Philippine market — the successful candidate will build the finance function from the ground up alongside the country leadership team.

    Requirements

    • Demonstrated senior finance leadership experience, ideally as Finance Director or CFO within a retail, FMCG, or food and beverage company.
    • Proven experience building or managing multi-location financial operations, including treasury, cost control, and reporting frameworks.
    • Background in high-growth retail expansion strongly preferred — experience opening and financially onboarding multiple stores simultaneously.
    • Strong fluency with Philippine financial regulations, tax compliance, and BIR requirements.
    • Experience working within a multinational or regional brand context preferred
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  • Fintech B2B Operations Manager

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    Fintech B2B Operations Manager

    • Function: FinTech B2B Operations / Partnerships Management
    • Seniority: Manager
    • Office Location: Manila, Metro Manila
    • Work Setup: On-site
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a global digital remittance company with a major operations hub in Manila. The Fintech B2B Operations Manager is responsible for optimizing the company’s B2B business operations — overseeing operational performance, cross-border payment compliance, and strategic partner management across global business accounts.

    What the Role Involves

    This role leads B2B operational excellence across a portfolio of global business partners. The manager designs and continuously improves B2B operational workflows, ensures cross-border payment compliance across multiple jurisdictions, manages partner relationships, and coordinates with global product and legal teams to resolve operational risks. The role also owns succession planning and talent development within the B2B operations function.

    Requirements

    • Significant experience in B2B financial operations, cross-border payments, or partner management within a FinTech or payments company.
    • Strong understanding of international payment compliance frameworks (AML, KYB, cross-border regulatory requirements).
    • Demonstrated experience designing and optimizing operational workflows in a high-growth, fast-paced environment.
    • Proven ability to manage relationships with business partners and coordinate with global product and legal stakeholders.
    • People leadership experience; able to build and manage a high-performing operations team
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  • Client Success Manager — IT Channel Programs

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    Client Success Manager — IT Channel Programs

    • Function: B2B Client Success / Channel Marketing
    • Seniority: Manager
    • Office Location: Remote — Philippines
    • Work Setup: Work from Home
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a US-headquartered B2B technology media and advisory company with a distributed team across the US, UK, Singapore, Australia, and the Philippines. The role manages a portfolio of channel-driven client accounts, supporting vendors, distributors, and channel partners (MSPs, VARs, resellers) in executing B2B demand generation programs.

    What the Role Involves

    The Client Success Manager serves as the primary point of contact for channel-supported accounts, managing day-to-day client communication, onboarding, program setup in Salesforce, and delivery alignment across internal operations and client stakeholders. The role requires a strong understanding of the IT Channel ecosystem and the ability to translate partner expectations into successful campaign execution.

    Requirements

    • Demonstrated B2B client success or account management experience, ideally within the IT channel or technology media industry.
    • Understanding of the IT Channel partner ecosystem — including how vendors, distributors, MSPs, VARs, and resellers work together.
    • Salesforce CRM proficiency required.
    • Strong written and verbal communication skills; comfortable managing multiple client programs simultaneously.
    • Experience supporting demand generation campaigns or partner marketing programs preferred.
    • Able to work independently as part of a remote-first global team
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  • New Business Account Executive — DevSecOps Enterprise Sales (Thailand & Philippines)

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    New Business Account Executive — DevSecOps Enterprise Sales (Thailand & Philippines)

    • Function: Enterprise Technology Sales
    • Seniority: Senior Individual Contributor
    • Office Location: Remote — Philippines
    • Work Setup: Work from Home
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a leading global DevSecOps platform provider. This is a fully remote enterprise sales role covering Thailand and the Philippines markets, focused on acquiring new business from mid-market and enterprise accounts in the DevOps and software development ecosystem.

    What the Role Involves

    The Account Executive is responsible for prospecting, qualifying, and closing new enterprise accounts across assigned territories using MEDDPICC or comparable enterprise sales methodologies. The role requires building pipeline from scratch, navigating complex multi-stakeholder sales cycles, and positioning a platform solution against incumbent DevOps toolchains. CRM hygiene (Salesforce) and accurate pipeline forecasting are core operational expectations.

    Requirements

    • Proven track record in enterprise B2B technology sales, with experience closing six-figure annual contract values.
    • Familiarity with DevSecOps, DevOps platforms, or cloud-native software development toolchains.
    • Demonstrated experience using MEDDPICC or similar enterprise sales qualification frameworks.
    • Salesforce CRM proficiency required.
    • Experience selling into enterprise accounts in the Philippines or Southeast Asian markets strongly preferred.
    • Comfortable operating as a self-directed remote contributor with minimal in-region management support
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  • Director — Finance Shared Services, Service Delivery & Operations

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    Director — Finance Shared Services, Service Delivery & Operations

    • Function: Finance Shared Services / FSSC Governance
    • Seniority: Director
    • Office Location: Manila, Metro Manila
    • Work Setup: On-site
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a global AI-powered customer experience technology company with a Finance Shared Services Center (FSSC) operating out of Manila. The Director leads the service delivery and operations function across Record-to-Insight (R2I), Global Expense Management, and FSSC service governance domains.

    What the Role Involves

    This executive role is accountable for FSSC service governance, close cycle optimization, and operational excellence across the Manila shared services hub. The Director drives end-to-end process standardization, manages relationships with global Finance leadership, and leverages Workday ERP to optimize finance operations delivery. The role requires a leader who combines deep finance shared services expertise with the operational maturity to manage large, multi-functional teams in a high-accountability environment.

    Requirements

    • Significant experience leading a Finance Shared Services Center or Global Business Services function at Director level or above.
    • Deep familiarity with Record-to-Insight (R2I) processes, global expense management operations, and FSSC service governance frameworks.
    • Workday ERP proficiency required; experience with close cycle optimization initiatives strongly preferred.
    • Strong background in SLA governance, operational metrics design, and cross-functional stakeholder alignment.
    • Experience managing Manila-based or APAC-based shared services teams preferred
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  • Senior Category Manager — Technology Procurement

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    Senior Category Manager — Technology Procurement

    • Function: Strategic Procurement / IT Vendor Management
    • Seniority: Senior Individual Contributor
    • Office Location: BGC, Taguig, Metro Manila
    • Work Setup: Hybrid
    • Employment Type: Full-Time, Permanent

    About the Mandate

    The client is a global FinTech and investment management software company with a Manila-based delivery center servicing major institutional clients across 30+ countries. The Senior Category Manager will develop category management strategy, enhance procurement functionality for IT software and professional services, and lead savings and optimization initiatives across the organization.

    What the Role Involves

    This is a senior individual contributor role responsible for category strategy development, vendor negotiations, SaaS contract renewal, and IT Software Asset Management (SAM). The role works closely with legal, finance, and technology teams to ensure effective vendor management, identify cost optimization opportunities, and lead strategic procurement projects across the global organization from the Manila hub.

    Requirements

    • Minimum 5 years of experience in category management, strategic sourcing, or procurement, specifically within IT or professional services categories.
    • Hands-on experience with SaaS contract renewals, IT Software Asset Management, and enterprise vendor negotiations.
    • Proven ability to manage multiple procurement initiatives concurrently across global stakeholder groups.
    • Experience in a multinational financial technology or professional services firm preferred.
    • Strong analytical and commercial acumen; comfortable presenting to senior leadership
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