Cas
Director of Finance (Philippines)
3w ago
WorldwideDirectorRemotefinancial modelingfp&akpi dashboardsreportingforecasting
Lead financial planning, analysis, and KPI infrastructure to support CFO decisions for consumer and retail brands remotely in the Philippines.
Responsibilities
- You'll serve as the analytical and operational backbone of a pod-based delivery model — partnering with a Client CFO and a controllership/bookkeeping team to support multiple consumer and retail brands. You'll own the FP&A execution: three-statement models, rolling forecasts, KPI dashboards, board materials, and the analytical work that turns numbers into decisions.
- Today, the CFOs you support spend roughly 70% of their time on reporting, analytics, and model maintenance. That's not the highest use of a CFO's time. You change that. You take ownership of the analytical engine so CFOs can operate at the level their clients deserve — strategic planning, capital allocation, and being a real thought partner to founders.
- This role demands the technical depth of an investment banker, the commercial judgment to advise operators directly, and the professional maturity to step into client meetings independently when a CFO isn't available. You should be equally comfortable building a three-statement model from scratch and walking a VP of Supply Chain through the margin implications of a new vendor contract.
Nice to have
- Strong experience with LLMs (Claude, ChatGPT) and automation platforms
- CPA, CFA, or MBA
- Direct exposure to CPG, beauty, or DTC brands
How to apply
- Application & Prescreening
- Technical Assessment
- Profile and Pre-interview Preparation
- Client Interview
- Employment Offer and Onboarding
Other
- Be the analytical engine behind every great CFO decision. You'll own the FP&A execution, financial modeling, and KPI infrastructure that lets fractional CFOs focus on strategy — across a portfolio of high-growth consumer and retail brands.
- You build models the way an IB analyst builds models — clean, auditable, dynamic
- You can read a P&L like a story and tell anyone in the room what's actually happening
- You hold your own with founders, operators, and functional heads — finance person or not
- You see recurring work as a systems problem, not a workload problem
- You thrive in lean, high-performance environments where outcomes matter more than tenure
- Own the analytical engine.
- Build and maintain dynamic 1/3/5-year financial models (three-statement, scenario analysis, sensitivity tables)
- Own rolling forecasts, annual budgets, and variance analysis across a portfolio of clients
- Develop and manage KPI dashboards, executive reporting packages, and board-ready materials
- Drive margin analysis, demand planning, and unit economics reviews
- Ensure data integrity by partnering with internal accounting and controllership teams on reconciliations and close outputs
- Be the CFO's primary analytical partner.
- Serve as the analytical lead to Client CFOs across multiple engagements
- Prepare materials and analysis for board meetings, investor calls, and strategic planning sessions
- Step into client meetings independently when needed — engaging directly with marketing, supply chain, operations, and other functional leaders
- Provide decision support on commercial questions: pricing, channel mix, inventory planning, vendor negotiations
- Translate complex financial data into clear, actionable insights for non-finance stakeholders
- Show up for the deal moments.
- Support fundraising and M&A: investor decks, data rooms, credit packs, due diligence materials
- Assist with debt strategy, capital allocation scenarios, and cash runway planning
- Build and maintain lender and investor reporting packages
- Provide deal-time analytical support: LOI evaluation, term sheet comparison, closing mechanics
- Make every cycle faster than the last.
- Templatize, automate, and scale recurring analytical workflows across engagements
- Use Excel, Google Sheets, AI platforms (Claude, ChatGPT), and automation tools to deliver faster and smarter
- Document SOPs and contribute to internal playbooks and the firm's knowledge base
- Identify opportunities to improve reporting cadence, data pipelines, and analytical infrastructure
- 8+ years of progressive experience in finance, FP&A, investment banking, private equity, or corporate finance
- Prior experience in a multi-client or portfolio support role (fractional, consulting, PE operating, or multi-entity environment)
- Investment banking or private equity background strongly preferred
- Deep understanding of consumer business models — DTC, retail, omnichannel, wholesale
- Advanced financial modeling skills: multi-year three-statement models, DCF, LBO, scenario analysis
- Strong working knowledge of accounting principles (accrual vs. cash, revenue recognition, COGS, inventory accounting)
- Experience with accounting platforms (QuickBooks Online, NetSuite, Xero) and BI/reporting tools
- Ability to synthesize complex data into executive-ready insights and communicate with confidence to senior stakeholders
- Comfortable operating independently in client-facing settings with cross-functional leaders
- Confident written and spoken English; client-facing presence
- Comfortable working U.S. business hours (night shift, PH-based)
- Quality: IB-grade modeling, audit-ready workpapers, and board-ready outputs — every time
- Security: MFA, least-privilege access, and secure file sharing are non-negotiable
- Collaboration: Slack/Zoom/Teams standups, pod-based delivery, and predictable review cycles
- We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.
- We invest in professionals who want to build a real career serving U.S. clients. At CAS, you get:
- Career-level USD compensation based on experience and scope (senior-level positioning for this role)
- Permanent remote work — done right
- Full company equipment provided (laptop, monitor, accessories)
- 15 days PTO annually + local holidays off
- Guaranteed annual increases
- Referral rewards up to $1,000
- Monthly flexible stipend (CAS Flex Perks)
- Structured onboarding and support
- A culture that actually shows up
- This is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.
- Your next big career move starts here.
- https://jobs.ashbyhq.com/cas