Head, Financial Planning and Analysis

Sun Life Financial; Philippines; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

Sun Life Financial Philippines is seeking a senior FP&A leader to drive planning, forecasting and expense management for the group of Sun Life entities in the Philippines. The role reports to the Philippines CFO and interfaces with Asia finance leadership to deliver value and ensure alignment with strategic priorities.

The successful candidate will lead a team, manage budgets, and contribute to the finance transformation journey while maintaining strong internal controls and rigorous financial

Qualifications

• Experience leading a team in FP&A and expense analysis; finance transformation is a plus.
• Strong knowledge of financial reporting for internal and external purposes.
• Insurance industry experience preferred; capable of driving results with limited supervision.

Responsibilities

• Provide FP&A support to the CFO on initiative spend value analysis and finance transformation.
• Lead monthly/quarterly forecasts, business reviews, and annual plans for Philippines leadership.
• Collaborate with Business Development and Project Management for finance perspective on projects.
• Manage all expense lines across entities and ensure adherence to policies.
• Monitor activities and provide recommendations on budgets and expense controls.

Skills

FP&A leadership

expense analysis

finance transformation

stakeholder communication

analytical thinking

internal controls

Education

Bachelor degree CPA, CFA or actuarial background

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, 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 Sun Life, 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

The position will be responsible for providing the complete and essential FP&A support across the group of companies of Sun Life of Canada (Philippines). This includes leading the FP&A function, leading expenses, ensuring value is delivered as part of initiative spend and helping direct finance transformation. This role will report to the Philippines CFO and will be a high profile position within the Philippines Business Unit as well as within the Asia finance organization with exposure to Asia finance leadership.

Major Accountabilities

The main duties and responsibilities of this position are as follows:

• Provide business support to the Chief Financial Officer on FP&A, initiative spend value analysis, leading expense management team/function and helping enable finance transformation
• The role will be responsible for leading monthly/quarterly forecast, monthly business review support for Philippines leadership presented to Asia leadership, annual business plan and the financial components of the Strategic Plan
• Partner with Business Development and Project Management teams to provide operational business support from a finance perspective for projects and initiatives across the various entities and departments.
• Manage all expense lines across entities to align with business growth, and ensure compliance to company guidelines.
• This entails day to day monitoring, working with the various units on their initiatives, and ensuring proper monitoring are in place.
• It also involves providing business units with the proper recommendations and advice on managing their expenses and budgets according to expense policies and appropriate for the company.

Knowledge & Abilities

• Experience in leading a team in financial planning and analysis and expense analysis as well as benefit if you have finance transformation experience and initiative spend value analysis experience
• Has adequate knowledge and exposure in financial reporting both for internal management and external reporting
• Preference for individuals with insurance industry experience
• Self starter with an ability to drive execution and autonomously deliver results
• Excellent analytical skills with the ability to think strategically
• Excellent communication and interpersonal skills
• Able to work under limited supervision and meet deadlines
• Has a good grasp of internal operating controls

Education and Experience

• Bachelor degree CPA, CFA or actuarial background
• 10 - 15 years related experience ideally across a range of FP&A, financial reporting, finance transformation and expense analysis with 5 years in a managerial capacity.

Job Category: Finance

Posting End Date: 08/10/2026

Company Culture

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30, 000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.