Finance Automation Specialist

Sun Life Financial; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life Financial Philippines is seeking a Finance Automation Lead to collaborate with Finance and IT, identify automation opportunities, and prioritize the automation pipeline. You will design, build, and maintain automations using Excel VBA, Alteryx and Power Automate; ensure data quality, integrity and regulatory compliance.

Training and user support are part of the role. As team lead, you will guide junior members and coordinate with stakeholders to drive improvements in financial

Qualifications

• Must have experience identifying and prioritizing automation opportunities.
• Ability to implement and maintain automation solutions.
• Strong data quality, security and regulatory compliance mindset.

Responsibilities

• Identify and prioritize automation opportunities with Finance and IT.
• Design, build, test, and maintain automations using Excel VBA, Alteryx, and Power Automate.
• Ensure data quality, integrity, and regulatory compliance for Finance data.

Skills

Excel VBA

Alteryx

Data analysis

Tools

Power Automate

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:

Identify and Prioritize - Collaborate with Finance and IT teams to identify automation and process optimization opportunities, and to prioritize the pipeline. Participate in discussions with stakeholders, assist in securing buy-ins / approvals and help in managing stakeholder expectations.

Implementation and Maintenance - Conceptualize, design, ideate, build, test, implement automations and process automations using tools such as Excel VBA, Alteryx and other tools that may be adopted in the future (e.g. Power Automate).

Data Management - Accountable for the quality, integrity, and security of Finance data within the automated tools. This involves ensuring data is accurate, up-to-date, and compliant with regulatory and Sun Life policy requirements Training and User Support - Provide training to Finance team members on how to use the tools effectively. Offer ongoing support to address any issues or questions related to these tools. Compliance and Controls - Ensure that finance automated process adhere to regulatory and Sun Life policy requirements. Integration - Collaborate with PH BU IT, RO IT and Finance Enablement Team, and Corporate Finance Accelerator Team, and/or service providers for automation solutions which require system enhancements, use of robotic process automation (RPA), etc.

Team Lead - Act as the team lead of the Finance Automation initiatives by guiding junior team members and being the point of contact for Finance Automation team to manage the stakeholder communications on expectations and results.

Job Category: Finance Posting End Date: 29/11/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.