Finance Automation Specialist

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

Job summary

Sun Life Philippines is seeking a Finance Automation Specialist to help identify and prioritize automation opportunities, collaborate with Finance and IT, and manage stakeholder expectations. You will design, build, test and maintain automations with Excel VBA, Alteryx and future tools such as Power Automate, ensuring data quality, security and regulatory compliance.

You’ll train Finance users, support issues, and coordinate with PH BU IT, RO IT and Finance Enablement to deliver integrated

Responsibilities

• Identify and Prioritize – Collaborate with Finance and IT teams to identify automation and process optimization opportunities, and to prioritize the pipeline.
• Implementation and Maintenance – Conceptualize, design, ideate, build, test, implement automations using Excel VBA, Alteryx and other tools (e.g., Power Automate).
• Data Management – Ensure quality, integrity, and security of Finance data within automated tools, compliant with policies.
• Training and User Support – Provide training to Finance team members and ongoing support for tools.

Job description

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