Finance Automation Specialist

Sun Life Financial; Caloocan; On-site; PHP 600,000 - 800,000; Full time

Job summary

A global financial services firm is seeking an expert to lead the Alteryx solutions implementation to enhance operational efficiency in finance. The role requires proficiency in Alteryx Designer and strong analytical skills, along with the ability to collaborate with finance teams. Candidates with Alteryx certification and experience in programming will excel in this position, set in Caloocan, Philippines.

Qualifications

• Alteryx Designer Core or Advanced Certification required.
• Experience with Python, R, or other programming languages is needed.
• Knowledge of SAP and Hyperion is preferred.

Responsibilities

• Build and lead the Alteryx CoE team for Asia Finance.
• Drive operational efficiency through Alteryx solutions.

Skills

Proficiency in Alteryx Designer

Strong understanding of financial processes

Excellent problem-solving skills

Strong communication abilities

Experience with SQL

Education

Alteryx Designer Core or Advanced Certification

Tools

Alteryx

SQL

Tableau

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

• Analyze the process flows of local BU finance operation and reporting team or Actuary team, leading the development and implementation of Alteryx-based solutions to enhance financial or actuary processes (e.g. manual journal entries, reconciliation processes, data consolidation and allocation, or actuary modelling)

• Collaborate with finance team/actuary team to identify areas for process improvement and automation opportunities. Design, develop and maintain complex Alteryx workflows to streamline financial operations, to achieve time saving, operational efficiency, faster closing processes

• Provide technical leadership and mentorship to Finance/Actuary/ALM members on Alteryx best practices and advanced techniques. Conduct regular training sessions and workshops to improve Alteryx proficiency across the Finance/Actuary/ALM

• Work closely with IT to ensure proper data governance and integration with other systems. Act as the system supports role for the tools built by Alteryx and ensure smooth operation

• Building proper intake process and cost and benefit analysis for the Alteryx-related automation solutions. Establishing dashboard in monitoring the benefits of the Alteryx solutions on finance operational efficiency and faster close

• Develop and maintain documentation for all Alteryx processes and workflows

Responsibilities

• This role is responsible in building and leading the Alteryx CoE team for Asia Finance and will be crucial in driving operational efficiency across our finance departments through the implementation and optimization of Alteryx solutions

Preferred Skills

• Proficiency in Alteryx Designer and other relevant automation tools

• Strong understanding of financial processes and data structures

• Excellent problem-solving and analytical skills

• Strong communication and collaboration abilities

• Experience with SQL and database management

Qualifications

• Alteryx Designer Core or Advanced Certification

• Experience with Python, R, or other programming languages

• Knowledge of SAP, Hyperion and other financial software is preferred

• Familiarity with data visualization tools (e.g., Tableau)

Job Category: Finance

Posting End Date: 29/12/2025