Analyst 1 Fixed Term

Sun Life; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life Philippines is seeking a meticulous Accountant to join our Finance team. You will handle monthly reconciliations, ensure compliance with GAAP, and support management with timely financial reporting.

You will collaborate with cross‑functional teams and interact with auditors and regulators as needed. The ideal candidate has 2–3 years in general accounting, experience with reconciliations, and a strong command of Excel.

Qualifications

• Bachelor’s degree in Accounting is required.
• CPA or CPA candidate preferred.
• Experience: 2–3 years in General Accounting; 1 year in reconciliations.
• Familiar with GAAP and regulatory standards in multiple jurisdictions including US, Canada, and Philippine.
• Proficient in Excel; SAP and related financial systems experience preferred.

Responsibilities

• Prepare monthly balance sheet account reconciliations for assigned accounts.
• Maintain reconciliation guidelines and ensure balance accuracy before submission.
• Identify variances and escalate to the Manager as needed.
• Provide financial support schedules and reports for management, auditors and regulators.
• Document end-to-end processes and support control activities.
• Support risk controls and internal control assessments.

Skills

Financial analysis

Attention to detail

Cross-functional collaboration

Problem solving

Teamwork

Education

Bachelor’s degree in Accounting

CPA or CPA candidate

Tools

SAP General Ledger

Ingenium

FIS

GIS

IPAC

Job description

Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Major Accountabilities

• Prepares monthly balance sheet account reconciliations for assigned accounts in accordance with Local and Global Accounts
• Reconciliation Guidelines and Standards, ensuring accuracy and completeness of balances prior to submission.
• Identifies reconciling items and potential issues, coordinates with relevant units to resolve variances, and escalates complex or
• aged items to the Manager in a timely manner.
• Provides accurate financial support schedules and reports for management, internal and external auditors, and regulators,
• including aging reports, fixed asset schedules, and supporting worksheets for statutory and management reporting.
• Develops a solid understanding of end‑to‑end business processes related to assigned accounts and assists in documenting procedures and control activities.
• Complies with established internal controls and actively contributes to risk identification and control effectiveness within assigned scope.

Education Level and Professional Qualification

• A Bachelor’s degree in Accounting.

Preferred Qualifications

• Certified Public Accountant (CPA) or CPA candidate.
• Life insurance industry certifications (e.g., FLMI or equivalent).

Experience

• At least 2–3 years of experience in General Accounting.
• Minimum of 1 year of experience in Accounts Reconciliation, preferably within a regulated financial services environment.

Technical Skills

• Working knowledge of audit requirements, internal controls, and system-based control environments.
• Foundational understanding of Generally Accepted Accounting Principles (GAAP), including Canadian, US, and Philippine
• standards, as well as applicable local tax rules and regulatory requirements.
• Familiarity with SAP General Ledger and related feeder systems is preferred, including but not limited to Ingenium, FIS, GIS,
• and IPAC.
• Demonstrated business acumen in life insurance, pre-need, and wealth management operations.
• and IPAC.
• Exposure to multiple finance functions such as Cash Management, Banking, Portfolio Management, Agency Payroll,
• Budgeting, Financial Reporting, and Financial Analysis.
• Strong proficiency in Microsoft Excel and other financial analysis and reporting tools.

Leadership Skills

• Demonstrates strong integrity, accountability, results orientation, and problem‑solving mindset.
• Effective team player with strong interpersonal skills and the ability to collaborate across functions.
• Capable of working under pressure while managing multiple priorities and deliverables.
• Able to clearly articulate and present ideas, analyses, and recommendations to support decision‑making and obtain approvals.
• Strong written and verbal communication skills.

Internal Job Description

Job Category

Finance

Posting End Date

30/10/2026

Requirements