FP&A Analyst: Forecasting, Reporting & Insights

Sun Life Financial; Hinoba-an; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life Financial in the Philippines is seeking a Financial Planning & Analysis professional to support forecasting, budgeting and reporting for our client-focused operations. You will analyze revenues, expenses and key drivers, and prepare models and dashboards to inform decisions.

You will collaborate with Finance, Pricing, and Reporting teams, handle data validation from data warehouses, and contribute to monthly closes. The role requires 2-5 years FP&A experience and strong Excel/BI skills.

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 a similar industry is preferred.
• Strong analytical and problem-solving skills; excellent written and verbal communication.

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 fee, billing, invoice, and revenue-related activities, including fee analysis, 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.
• Partner with Finance, Accounting, Pricing, Fund Operations, Reporting & Analytics, and other business stakeholders to deliver reporting and analytical requirements.
• Support surveys, benchmarking exercises, RFP requests, and ad hoc analysis as required.
• Maintain and continuously improve reporting processes, controls, and documentation.

Skills

Financial analysis

Forecasting

Budgeting

Reporting

Excel

Office Suite

Education

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

Tools

SAP

AFO

Tableau

Power BI

Access

Job description

Sun Life Financial in the Philippines is seeking a Financial Planning & Analysis professional to support forecasting, budgeting and reporting for our client-focused operations. You will analyze revenues, expenses and key drivers, and prepare models and dashboards to inform decisions.

You will collaborate with Finance, Pricing, and Reporting teams, handle data validation from data warehouses, and contribute to monthly closes. The role requires 2-5 years FP&A experience and strong Excel/BI skills.