Finance Automation Lead - Build Smart, Secure Workflows

sunlife; Taguig; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Sun Life Philippines is seeking a Finance Automation Lead to collaborate with Finance and IT in identifying and prioritizing automation opportunities. You will design, build, test, and maintain automations using Excel VBA, Alteryx, and potentially Power Automate, ensuring data quality and regulatory compliance.

You will also train Finance staff, support users, manage integrations with IT teams, and lead the Finance Automation initiative, serving as the primary liaison for stakeholders and

Qualifications

• Experience in designing and implementing automated finance processes.
• Ability to manage multiple automation initiatives and prioritize stakeholders.
• Strong focus on data quality, integrity, and regulatory compliance.

Responsibilities

• Identify and prioritize automation opportunities with Finance and IT.
• Design, build, test, and maintain finance automations (Excel VBA, Alteryx, Power Automate).
• Ensure data quality, integrity, and regulatory compliance within automated tools.
• Provide training and ongoing support to Finance team.
• Ensure compliance and controls for automated processes.
• Collaborate with PH BU IT, RO IT, Finance Enablement, Corporate Finance Accelerator, and service providers for integrations.
• Lead the Finance Automation initiatives and act as a point of contact for stakeholder communications.

Skills

Automation

Process optimization

Stakeholder management

Team leadership

Training

Data quality

Tools

Excel VBA

Alteryx

Power Automate

Job description

Sun Life Philippines is seeking a Finance Automation Lead to collaborate with Finance and IT in identifying and prioritizing automation opportunities. You will design, build, test, and maintain automations using Excel VBA, Alteryx, and potentially Power Automate, ensuring data quality and regulatory compliance.

You will also train Finance staff, support users, manage integrations with IT teams, and lead the Finance Automation initiative, serving as the primary liaison for stakeholders and