Finance Analyst

Sun Life; Taguig; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Sun Life Philippines is seeking a Finance Analyst to support financial accounting and reporting, with responsibilities spanning monthly close, regulatory reporting, and internal controls. You will contribute to process improvements and provide financial information to management and regulators.

The role requires strong analytical skills, advanced Excel, SAP familiarity, and the ability to meet tight deadlines in a dynamic finance environment.

Qualifications

• Experience in financial reporting and/or preparation of accounting schedules.
• Bachelor degree in Accountancy or accounting related-course; CPA designation is an advantage.
• Understanding of the accounts reconciliation process.

Responsibilities

• Participate in financial statement closing process, including journal entries.
• Assist in capital assets accounting (software projects, leasehold improvements, other prepaid assets).
• Responsible for profit and loss write-off accounting and related processes.
• Monthly reconciliations: prepare packages, monitor reconciling items, coordinate with business units, identify control issues.
• Handle filings/reporting/payment requirements to IC, BIR and SEC.

Skills

Financial reporting

Accounting schedules

Accuracy

Organizational skills

Interpersonal & communications

Analytical skills

SAP knowledge

Excel

PowerPoint

Education

Bachelor Degree in Accountancy or accounting related-course

CPA designation

Understanding of the Accounts Reconciliation process

Tools

SAP

Microsoft Excel

PowerPoint

Microsoft Word

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 (heading) / Description du poste (titre)

• The Finance Analyst will have financial, management and regulatory reporting responsibilities. These include performing tasks related to: (1) financial statement close process, reconciliations and regulatory reporting; (2) process improvements and internal controls; (3) Finance initiatives; and (6) other relevant Financial Accounting & Reporting activities.

Preferred skills (heading) / Compétences particulières (titre)

• Experience in financial reporting and/or preparation of accounting schedules.
• Accuracy and attention to detail.
• Good organizational skills (planning, time management and priority management); able to timely meet internal and/or external deadlines
• Good interpersonal and communications skills.
• Advanced analytical, comprehension and presentation skills.
• Preferably with knowledge in SAP.
• Proficiency in use of Microsoft Word, Excel and Powerpoint.

Qualifications (heading) / Compétences (titre)

• Bachelor Degree in Accountancy or accounting related-course.
• Certified Public Accountant (CPA) Designation, an advantage.
• With understanding of the Accounts Reconciliation process.

Responsibilities (heading) / Responsabilités (titre)

Financial Accounting and Reporting

• Participate in financial statement closing process, including the preparation/processing of journal entries ensuring that such are recorded accurately and in accordance with the prescribed monthly cut-off.
• Assist in capital assets accounting (software projects, leasehold improvements, other prepaid assets, etc.)
• Responsible for profit and loss write-off accounting and its related processes.
• This position is responsible for the monthly reconciliation functions which include the following activities:
  • preparation of the reconciliation packages to ensure full compliance with the Accounts Reconciliation Standard;
  • monitoring and resolution of reconciling items to ensure that the account balances are reasonably stated;
  • communication and coordination with the different business units to resolve outstanding reconciling items; and
  • identification of the control issues and areas for improvement within the reconciliation function
• Handle filings/reporting/payment requirements to IC, BIR and SEC.
• Provide financial information required by management, external / internal auditors and various government regulatory bodies. Standard reports to deliver include schedules and reports to IC, BIR, and Financial Controls Team.

Process Improvements and Internal Controls

• Documents the processes and procedures involving financial accounting and reporting (process flows, procedures manuals, process checklists and other related documentations)
• Regular review and update of existing guidelines, processes, and procedures to effect necessary changes/improvements.

Support Company’s Initiatives

• Participate in Finance priorities / initiatives.

Administrative Functions

• Organize and maintain filing/monitoring of all documents submitted to IC, BIR, SEC in hard (if required) and soft copies.
• Manages inquiries from the internal stakeholders, auditors and regulators related to the assigned tasks.
• Any other relevant administrative tasks of Financial Accounting & Reporting

Job Category: Finance

Posting End Date: 30/12/2026