Finance Automation Lead: Excel VBA & Process Innovation

Sun Life of Canada (Philippines), Inc.; Taguig; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

Sun Life of Canada (Philippines), Inc. is seeking a Finance Automation Lead to collaborate with Finance and IT to identify automation opportunities and prioritize the pipeline.

You will design, test and implement automations using Excel VBA, Alteryx and Power Automate, ensure data integrity and regulatory compliance, and train the Finance team while coordinating with various IT and finance teams.

Qualifications

• Graduate degree in business or accounting
• With at least 4 years of finance process automation experience
• Advanced MS Excel (VBA Macros) skills

Responsibilities

• Identify and prioritize automation and process optimization opportunities with Finance and IT
• Design, build, test and implement finance automations using Excel VBA, Alteryx and related tools
• Ensure data quality, integrity and regulatory compliance for finance data within automated tools
• Provide training and ongoing support to Finance team on these tools
• Ensure compliance with regulatory and Sun Life policy requirements
• Collaborate with PH BU IT, RO IT and Finance Enablement Team for automation solutions
• Lead the Finance Automation team and coordinate stakeholder communications

Skills

Advanced MS Excel (VBA Macros)

Education

Bachelor's degree in business or accounting

Tools

Excel VBA

Alteryx

Power Automate

Job description

Sun Life of Canada (Philippines), Inc. is seeking a Finance Automation Lead to collaborate with Finance and IT to identify automation opportunities and prioritize the pipeline.

You will design, test and implement automations using Excel VBA, Alteryx and Power Automate, ensure data integrity and regulatory compliance, and train the Finance team while coordinating with various IT and finance teams.