Financial Reporting Specialist for Contact Center Operations

Sun Life Global Solutions – Philippines; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life Global Solutions – Philippines is seeking a Specialist - Finance to support FP&A activities, budgeting, forecasting, and financial reporting. The role emphasizes delivering timely insights and dashboards to drive decision-making.

The ideal candidate has 2–5 years of FP&A experience, strong Excel skills, and familiarity with SAP/AFO and BI tools. Collaboration with stakeholders is essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.
• 2–5 years of experience in FP&A, financial reporting, finance operations, accounting, or related finance functions.
• Experience in Financial Services, Insurance, Wealth Management, or similar industry preferred.

Responsibilities

• Support monthly forecasting, annual planning, budgeting, and financial reporting activities.
• Perform variance analysis and identify key financial and business drivers affecting results.
• Prepare and maintain financial models, forecasts, management reports, and dashboards.
• Analyze revenue, expenses, margins, accruals, profitability, and other key financial metrics.
• Support monthly and quarterly financial close and reporting processes.
• Prepare, review, and distribute recurring financial and operational reports.
• Extract, validate, and analyze data from financial reporting systems and data warehouses.
• Support billing, invoice, and revenue-related activities, including accrual reviews, reconciliations, and expense recovery calculations.
• Investigate reporting discrepancies and collaborate with stakeholders to resolve issues.
• Provide financial insights and recommendations to support management decision-making.

Skills

Financial analysis

Forecasting

Budgeting

Reporting

Stakeholder management

Education

Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field

Tools

SAP

AFO

Tableau

Power BI

Access

Job description

Job Summary

The Specialist - Finance supports the Finance team by performing financial planning, forecasting, reporting, analysis, and financial insight generation to support business decision-making. The role is responsible for delivering timely and accurate financial reporting, budgeting, variance analysis, profitability analysis, and operational finance activities while contributing to process improvements and reporting excellence across the Finance function.

Key responsibilities

• Support monthly forecasting, annual planning, budgeting, and financial reporting activities.

• Perform variance analysis and identify key financial and business drivers affecting results.

• Prepare and maintain financial models, forecasts, management reports, and dashboards.

• Analyze revenue, expenses, margins, accruals, profitability, and other key financial metrics.

• Support monthly and quarterly financial close and reporting processes.

• Prepare, review, and distribute recurring financial and operational reports.

• Extract, validate, and analyze data from financial reporting systems and data warehouses.

• Support billing, invoice, and revenue-related activities, including accrual reviews, reconciliations, and expense recovery calculations.

• Investigate reporting discrepancies and collaborate with stakeholders to resolve issues.

• Provide financial insights and recommendations to support management decision-making.

QUALIFICATIONS

Education

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.

Experience

• 2-5 years of experience in Financial Planning & Analysis (FP&A), Financial Reporting, Finance Operations, Accounting, or related Finance functions.

• Experience in Financial Services, Insurance, Wealth Management, or a similar industry is preferred.

Technical Competencies

• Strong financial analysis, forecasting, budgeting, and reporting capabilities.

• Advanced Microsoft Excel and Microsoft Office skills.

• Experience with SAP, AFO, Tableau, Power BI, Access, or similar financial reporting tools is preferred.

• Ability to analyze large volumes of financial data and translate findings into actionable business insights.

• Knowledge of billing, invoicing, accruals, and financial operations processes is an asset.

Behavioral Competencies

• Strong analytical and problem-solving skills.

• Excellent written and verbal communication skills.

• High attention to detail and accuracy.

• Strong organizational and stakeholder management skills.

• Ability to manage multiple priorities and work effectively in a fast-paced environment.

• Ability to collaborate effectively with business partners and cross-functional stakeholders.

At Sunlife, 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 Sunlife, 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.