Finance Analyst (Project Based)

Sun Life; Taguig; On-site; PHP 420,000 - 540,000; Full time

Job summary

Sun Life Philippines is seeking a diligent Finance professional to perform comprehensive monthly reconciliations, identify risks, and provide accurate financial reporting. The role requires a BS in Accountancy with CPA preferred and 1–2 years in auditing or reconciliation. Strong Excel and analytical skills are essential.

Collaboration with internal teams and auditors is expected. This position offers growth in a global financial services environment, with attention to detail and process

Qualifications

• Bachelor of Science in Accountancy is required.
• CPA is desirable.
• 1–2 years of experience in External/Internal Auditing or Accounts Reconciliation or General Accounting.

Responsibilities

• Prepare monthly reconciliation of balance sheet accounts and maintain up-to-date status.
• Identify risks and resolve accounting and control issues with related units.
• Provide accurate financial information to management, auditors and stakeholders.
• Document business processes and participate in process improvements.

Skills

Audit knowledge

Analytical skills

Stakeholder communication

Attention to detail

Excel proficiency

Education

Bachelor of Science 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:

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. 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