Head, Financial Planning and Analysis

Sun Life; Taguig; On-site; PHP 1,000,000 - 1,500,000; Full time

Job summary

Sun Life is looking for a leader in Finance to take charge of FP&A support across the Philippines Business Unit. This high-profile role requires extensive experience in financial planning and analysis, managing expenses, and directly reporting to the CFO.

The ideal candidate will possess a strong background in finance, with 10-15 years of related experience and at least 5 years in a managerial position. Strong analytical and communication skills are essential.

This position offers the chance to work in a dynamic environment, making a significant impact on financial strategies.

Qualifications

• 10 – 15 years related experience across FP&A, financial reporting, finance transformation.
• 5 years in a managerial capacity.
• Self-starter with ability to drive execution.

Responsibilities

• Provide business support to CFO on FP&A and expense management.
• Lead monthly/quarterly forecasts and business plan assessments.
• Manage expense lines and ensure compliance with guidelines.

Skills

Financial planning and analysis

Expense analysis

Excellent analytical skills

Excellent communication skills

Insurance industry experience

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. 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

• 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

Education

• Bachelor degree
• CPA, CFA or actuarial background

Experience

• 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

16/09/2026