Finance Automation Specialist

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

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

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.

Qualifications:

• Graduate of any business or accounting related course

• With at least 4 years of finance process automation experience

• Advance MS Excel (VBA Macros) skills