FP&A Finance Analyst — Contact Center Reporting & Forecasting

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

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.