FP&A Analyst: Forecasting, Reporting & Insights

sunlife; Philippines; On-site; PHP 700,000 - 1,200,000; Full time

Job summary

Sun Life Philippines is seeking an FP&A professional to support forecasting, planning and reporting. You will analyze revenue, expenses and profitability, prepare financial models and dashboards, and collaborate with Finance, Accounting, Pricing, and Fund Operations to deliver reporting requirements.

The role emphasizes accurate data analysis, stakeholder management and the ability to drive actionable insights in a fast-paced financial services environment.

Qualifications

• 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 similar industry is preferred.
• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field.
• Experience with SAP, AFO, Tableau, Power BI, Access, or similar financial reporting tools is preferred.
• Advanced Microsoft Excel and Microsoft Office skills.

Responsibilities

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

Skills

Analytical thinking

Problem solving

Communication skills

Organizational skills

Stakeholder management

Multitasking

Cross-functional collaboration

Education

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

Tools

Excel

SAP

AFO

Tableau

Power BI

Access

Job description

Sun Life Philippines is seeking an FP&A professional to support forecasting, planning and reporting. You will analyze revenue, expenses and profitability, prepare financial models and dashboards, and collaborate with Finance, Accounting, Pricing, and Fund Operations to deliver reporting requirements.

The role emphasizes accurate data analysis, stakeholder management and the ability to drive actionable insights in a fast-paced financial services environment.