Senior Finance Manager Function Purpose Maximize operational efficiency and execution across the CEO's businesses and personal investments. Own project tracking, financial reporting, and operational processes to free the CEO's time for strategic decision-making. Systematize tasks, ensure deadlines are met, maintain order across all operational functions. Executive Operations Support Services (CEO Office) (Provided to EzLicence & CSB) Project & Initiative Management Track and coordinate key projects (e.g., asset sales/purchases, storage management). Maintain project plans in Asana, update task statuses, and send reminders. Prepare execution status updates for the CEO and EA regularly. Financial Operations & Reporting Weekly bookkeeping; monthly sales and income reports. Portfolio reporting templates implementation. Follow-up of asset performance updates. Manage accounts payable/receivable; reconcile transactions in Xero. Compile monthly financial statements and highlight variances. Month-End Close & Compliance Close monthly accounts, reconcile outstanding transactions, confirm manual journals. Confirm bank balances; finalize reports; summarize month-end insights. Ensure compliance deadlines (tax, registrations, renewals) are met. External Advisor Coordination Project manage responsibilities for lawyers, accountants, and wealth advisers. Provide required information, schedule meetings, and track deliverables. Operational Administration & Documentation Ensure meeting documentation is prepared by direct reports. Create weekly/fortnightly "presidential summaries." Maintain SOPs, documents, contracts, and regulatory filings in shared systems. Handle tactical admin tasks (research, drafting, cross-team coordination). Success Measurement Project milestones delivered on time. Monthly financial reports completed by the 5th business day. Zero compliance misses. CEO and EA experience reduced operational workload. Advisory Business Support Services (The Founder Playbook)Invoicing & Revenue Tracking Manage invoicing for consulting services using Xero. Track revenue and consulting hours. Maintain records for recurring and one-off billing. Event & Content Coordination Support logistics for webinars, workshops, sessions, and content initiatives. Prepare materials, invitations, and follow-ups. Operations & Policy Support Maintain internal playbooks and SOPs. Manage proposal documents and engagement templates. Ensure operational tools and systems are up to date. Primary Tasks Prepare proposals and engagement admin. Issue invoices and follow up on overdue payments. Assist with newsletters, articles, or announcements. Maintain client records and contract files. Success Indicators 100% onboarding tasks completed within one week. 100% on-time invoicing. Payments collected within agreed terms. Family Office Support Services (Pearce Family Portfolio)Financial Oversight Track personal and investment account transactions. Prepare monthly financial and net worth reports. Bill Management & Reconciliation Ensure timely payment of personal bills, utilities, subscriptions. Reconcile receipts for tax and compliance. Advisor Coordination Liaise with financial planners, tax accountants, and attorneys. Prepare documents and schedule review meetings. Documentation & Records Management Manage secure filing systems (digital/physical). Update asset lists, insurance inventories, and key documents. Logistics & Event Planning Support personal travel, appointments, and household logistics. Coordinate with cleaners, maintenance, gardeners, pool staff, car services. Confidential Task Management Manage sensitive paperwork, purchases, reservations, and filings. Success Measures Zero missed compliance deadlines. Monthly reports by the 10th. 90%+ satisfaction rating from the executive. Tools of Trade (Hardware, software, and resources necessary for all services) Laptop with high-speed internet, headset, webcam, and smartphone Google Workspace Asana Xero HubSpot CRM ChatGPT Zoom/Google Meet Confluence / Google Drive repositories SOPs, checklists, communication channels, time-tracking tools

Manila