Finance Analyst (Project Based)

Sun Life; Philippines; On-site; PHP 420,000 - 660,000; Full time

Job summary

Sun Life is seeking a Finance professional to perform monthly reconciliation of balance sheet accounts, ensuring accuracy and timely reporting. You will identify risks, resolve issues, and provide critical financial information to management and auditors.

The role emphasizes collaboration with accounting, treasury, and internal controls, with opportunities to contribute to process improvements and better financial governance.

Qualifications

• BS in Accountancy required.
• CPA desirable.
• 1–2 years experience in external/internal auditing, accounts reconciliation or general accounting.
• Understanding of audit requirements and system controls.
• Strong attention to detail and analytical thinking.

Responsibilities

• Prepares monthly reconciliation of balance sheet accounts and maintains status per guidelines.
• Identifies risks and resolves accounting/control issues; coordinates with units for item clearance.
• Provides financial information to management, auditors, and other stakeholders.
• Initiates process improvement and collaborates with other business units.
• Documents business processes to enable controls and accountability.
• Investigates issues and helps implement corrective actions.

Skills

Attention to detail

Analytical skills

Stakeholder communication

Process improvement

Audit controls

Education

Bachelor of Science (BS) in Accountancy

Certified Public Accountant (CPA)

Tools

Microsoft Excel

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

• 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. These reconciliation reports define the accuracy and completeness of validation that the reconcilers perform before the reconciliation package is prepared, with the critical end-objective that the accuracy of postings in the accounts would impact the whole company’s financial statements;
• 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

Job Category

Finance

Posting End Date

30/10/2026