Business Reporting Analytics Specialist

Sun Life Grepa Financial, Inc.; Philippines; Hybrid; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Competitive salary

Life insurance and health coverage

Wellness programs

Hybrid work setup

Generous vacation leave

Learning and development opportunities

Job summary

Sun Life Grepa Financial, Inc. is seeking a Business Analytics Specialist in the Philippines.

You will provide critical support through regular sales production reports with high-level data analysis, coordinating with managers to improve productivity and profitability of Bancassurance channels. You will consolidate databases, develop campaign results, automate updating processes, and prepare management reports and decks for leadership meetings.

Qualifications

• Bachelor's degree in any field
• 2–3 years in business analytics
• Experience preferred in financial services
• Knowledge of MIS/reporting
• Understanding of VBA and data analytics tools is a plus

Responsibilities

• Prepare regular sales production reports with high-level data analysis
• Coordinate with managers to satisfy needs of sales leaders and stakeholders
• Consolidate and maintain the database of sales production details
• Develop campaigns results and automate update processes for accuracy
• Prepare management reports and presentations for meetings with stakeholders and leadership

Skills

MIS/Reporting

Data analytics

VBA

Education

Bachelor's degree

Tools

VBA

SQL

MS Excel

Job description

Are you an exceptional talent who wants to realize your purpose? Join our team! We pride ourselves in having a people-first, highly collaborative and supportive culture!

Our work is more than just a paycheck – we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have meaningful and impactful work, while also enjoying a supportive and energizing work environment.

Join us and experience the following:

• Competitive monthly salary guaranteed 14 months
• Comprehensive life insurance and health coverage for you and your dependents
• Comprehensive wellness programs that support your physical, financial, mental and emotional health
• Flexible work schedule and hybrid work set up for non-sales roles
• Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments
• Access to various learning and development opportunities

What will you do as Business Analytics Specialist:

• Provides critical support to the team through regular preparation of sales production reports with high-level data analysis. The job entails close coordination with immediate manager to satisfy the needs and requirements of Banca Sales Leaders, Banca Heads and other stakeholders to improve the over-all productivity and profitability of the channel.
• Consolidates and maintains the database of all sales production details through daily extraction of raw reports and updating information based on existing bank and sales assignments for extended processing and historical reference
• Formulates campaign results for both institutional and tactical campaigns based on mechanics finalized by Bancassurance marketing team in coordination with Bank Partners and SLGFI Management. Development of Formulas to automate the process of updating results while applying the complex requirements to ensure accuracy of results. Continuous coordination for other updates and results adjustments for sending to Marketing team's official communication
• Prepare necessary management reports, presentation materials or decks needed by Bancassurance Leaders and SLT necessary for meetings with key stakeholders, board members, townhalls and etc.
• Generates group retirement proposals for BSOs as the need arises by running the Macro program created by SLOCPI.

Qualifications:

• Bachelors Degree of any course
• Must have at least 2 to 3 years business analytics related experience
• Preferably from Financial Services
• Knowledge on MIS/Reporting
• Understanding of VBA and Data Analytics tools is a plus