FP&A Finance Analyst - Forecasting & Reporting

Sunlife; Taguig; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Sun Life Philippines is hiring a Financial Planning & Analysis professional to support forecasting, budgeting and financial reporting. You will work with cross-functional partners to analyze performance and deliver actionable insights that drive business decisions.

The role requires 2–5 years FP&A experience, strong Excel skills, and familiarity with SAP or Tableau/Power BI. You will develop models and dashboards, support month-end closes, and help maintain reporting processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 2–5 years of FP&A, financial reporting, 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 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.

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 Philippines is hiring a Financial Planning & Analysis professional to support forecasting, budgeting and financial reporting. You will work with cross-functional partners to analyze performance and deliver actionable insights that drive business decisions.

The role requires 2–5 years FP&A experience, strong Excel skills, and familiarity with SAP or Tableau/Power BI. You will develop models and dashboards, support month-end closes, and help maintain reporting processes.