Finance Automation Specialist

Sun Life; Taguig; On-site; PHP 900,000 - 1,600,000; Full time

Job summary

Sun Life Philippines seeks a Finance Automation Lead to drive process optimization across financial workflows. You’ll partner with Finance and IT to identify opportunities and steer automation projects to successful outcomes.

You’ll implement automations using Excel VBA, Alteryx and Power Automate, ensure data quality and regulatory compliance, and train Finance users while coordinating with stakeholders. This role leads the Finance Automation effort and reports to the Finance Leadership.

Qualifications

• Ability to collaborate with Finance and IT to identify automation opportunities.
• Experience in implementing automations using Excel VBA, Alteryx or similar tools.
• Ensure data quality, integrity and regulatory compliance for finance data.

Responsibilities

• Identify and prioritize automation opportunities with Finance and IT teams.
• Implementation and maintenance of automations using Excel VBA, Alteryx and Power Automate.
• Data management: ensure accuracy, integrity and security of Finance data.
• Provide training and user support for Finance tools.
• Ensure compliance with regulatory and Sun Life policy requirements.
• Collaborate with IT and Finance teams for integrated automation solutions.
• Lead the Finance Automation initiatives and coordinate stakeholder communications.

Skills

Stakeholder collaboration

Finance data analysis

Process optimization

Tools

Excel VBA

Alteryx

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