Finance Specialist (SFIAA)

Sun Life; Taguig; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

Sun Life Philippines is seeking a finance professional to support SFIAA, focusing on finance policy development and accounting advisory. You will help maintain policies, collaborate with cross-functional teams, and ensure compliance with regulatory requirements.

With at least 4 years in accounting and CPA designation, you will guide complex accounting issues, lead impact assessments of new standards, and mentor Finance teams on best practices.

Qualifications

• Undergraduate degree in accounting or commerce.
• CPA designation is a requirement.
• Exposure to IFRS 17 and IFRS 9 implementation for insurance is a plus.

Responsibilities

• Development and maintenance of Finance policies and operating guidelines.
• Establish, strengthen, and reinforce the control structure through Finance policies.
• Collaborate with cross-functional teams to align policies with goals.
• Identify process improvement opportunities and develop solutions.
• Ensure policies comply with regulatory requirements and corporate guidelines.
• Communicate policies and provide training as needed.
• Monitor effectiveness of policies and recommend updates.
• Serve as SME on Finance policies and guidelines.
• Accounting advisory: provide technical guidance on complex issues.
• Lead impact assessment of new accounting standards and implement plans.
• Collaborate with Finance, Actuarial, Operations to address accounting issues.
• Review financial statements for compliance.
• Monitor accounting trends and provide insights.
• Discuss with auditors as necessary.
• Other Finance initiatives: assess vendor viability and contracts.
• Develop templates to facilitate process improvements.
• Support Finance Academy activities.

Skills

Problem solving

Analytical thinking

Deadline management

Process improvement

Fast paced environment

Education

Undergraduate Degree in accounting or commerce

CPA designation

IFRS knowledge

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:

This role reporting to the Senior Finance Manager will support the overall mandate of Strategic Finance Initiatives and Accounting Advisory (SFIAA) namely:

• Be at the forefront of developments around financial reporting and regulatory requirements
• Be a key support to the control structure by ensuring effective Finance policies and guidelines are in place
• Be an effective business partner to Finance and other cross-functional teams to support various activities and process improvements

Preferred skills (heading)

• Ability to solve problems with multiple constraints or with minimal pre-existing solutions or industry guidance
• Intellectual agility and strong analytical, innovation and problem solving skills
• Ability to work in an environment with fluctuating deadlines and multiple professional perspectives
• Ability to identify inefficiencies and develop recommendations for process improvements
• Ability to work in a fast paced, deadline driven environment

Qualifications (heading)

• Undergraduate Degree in accounting or commerce
• At least 4 years of relevant accounting and financial reporting experience
• CPA designation is a requirement, any Actuarial training or designations are a plus
• Exposure on IFRS 17 and 9 implementation for insurance companies is a plus
• Knowledge of Business and Corporate finance and actuarial systems
• Knowledge of insurance industry, products and related accounting issues

Responsibilities (heading)

• Development and maintenance of Finance policies and operating guidelines

• Establish, strengthen, and reinforce the control structure by developing and maintaining Finance policies and operating guidelines

• Collaborate with cross-functional teams to ensure that Finance policies are aligned with organizational goals and objectives

• Identify process improvement opportunities on various Finance processes and develop solutions

• Ensure that Finance policies comply with regulatory requirements and Corporate guidelines

• Communicate Finance policies and guidelines to relevant stakeholders and provide training as needed

• Monitor and evaluate the effectiveness of Finance policies and recommend changes or updates as necessary, including completing PAC or similar attestations

• Serve as a subject matter expert on Finance policies and operating guidelines, and provide guidance to stakeholders as needed

• Accounting advisory

• Provide technical accounting guidance to Finance teams on complex accounting issues, propose solutions and develop accounting memo, policies or guidelines

• Lead the impact assessment of newly issued accounting / sustainability standards and interpretations, including developing and executing implementation plans and leading system implementation/enhancements activities, if necessary

• Collaborate with cross-functional teams including Finance, Actuarial, Operations and others to address accounting issues and implement accounting standards (and amendments thereto, as applicable)

• Review financial statements and disclosures for compliance with accounting guidelines and regulations

• Monitor emerging accounting issues and trends and provide insights or recommendations to stakeholders

• Discuss with External / Internal Auditors on accounting matters, as necessary.

• Other Finance initiatives

• Support the third-party risk management process through performing financial viability assessment of vendors and contracts review of supplier arrangements within agreed turn-around time

• Develop templates and MBCTs to facilitate process improvements within SFIAA’s functional areas

• Support Finance Academy activities

• Support Finance teams on other organization strategies and initiatives that requires technical accounting knowledge and know-how on accounting processes, including serving as project lead or subject matter expert for Finance on potential system implementation and enhancements

Job Category:

Finance

Posting End Date:

29/11/2026