Finance Analyst (Project Based)

Sun Life Financial; Hinoba-an; On-site; PHP 420,000 - 640,000; Full time

Job summary

Sun Life Financial in the Philippines is seeking an Account Reconciliation Specialist to perform monthly balance sheet reconciliations and ensure accuracy of financial data. You will identify and address risks, coordinate with audit and finance teams, and drive process improvements while maintaining strict internal controls.

The ideal candidate holds a BS in Accountancy with CPA and 1–2 years in auditing or reconciliation, excels in Excel, and communicates effectively with stakeholders.

Qualifications

• Bachelor of Science in Accountancy, CPA preferred, with 1–2 years in auditing or reconciliation.
• Strong knowledge of GAAP and local tax rules; able to document controls.
• Excellent attention to detail and analytical skills; proficient with Excel.

Responsibilities

• Prepare comprehensive monthly reconciliation of balance sheet accounts.
• Identify risks and coordinate resolution with related units.
• Provide accurate financial information to management and auditors.
• Initiate process improvements and document procedures.
• Understand in-scope accounts for documenting controls.

Skills

Financial analysis

GAAP knowledge

Auditing experience

Stakeholder communication

Internal controls

Education

Bachelor of Science in Accountancy

CPA

Tools

Microsoft Excel

Accounting software

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 Category: Finance

Posting End Date: 30/10/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.

Job Description

This main job purpose can be attained by the following:

• Prepares comprehensive monthly reconciliation of balance sheet accounts assigned by the section head and maintain their reconciled and current status in accordance with the Local and Global Accounts Reconciliation Guidelines & Standards.
• Proactively identifies potential risks and resolve any accounting and control issues based on these risks; this includes coordination with the related units of the clearing of items affecting the reconciliation, elevation of complex issues to management for prompt resolution, and definition of action items and timelines when to resolve the issues.
• Provides useful and accurate financial information to the management, Financial Accounting & Reporting, Treasury, internal and external auditors and other third party examiners.
• Initiates process improvement and collaboration with other business units.
• Fully and completely understand the business processes related to their assigned in-scope accounts to be able to document them for organization and perform procedural controls.
• In conjunction with Finance management, identifies relevant and critical issues within the organization and participates in the investigation and creation of innovative resolutions of issues relative to reconciliation in order to implement process improvement.

Education Level and Professional Qualification

Minimum: Bachelor of Science (BS) in Accountancy graduate Desirable: Certified Public Accountant (CPA) With 1 to 2 years meaningful experience in External or Internal Auditing, Accounts Reconciliation or General Accounting

Technical and Leadership Skills

With basic understanding of audit requirements and system controls Basic knowledge of GAAP (Canadian, US, Philippines), local tax rules and regulations, and internal control requirements Can communicate well with different stakeholders ensuring that there’s a common understanding of the controls required and the process objectives High attention to details and focus-oriented Excellent analytical skills Strong proficiency in Microsoft Excel and other tools.