Head Financial Planning And Analysis

Sun Life; Taguig; On-site; PHP 4,000,000 - 6,000,000; Full time

Job summary

Sun Life Philippines is seeking an experienced finance leader to head FP&A for the group, driving monthly/quarterly forecasts, annual plans and expense management. You will report to the Philippines CFO in a high-visibility role within the Asia finance organization, guiding strategy, performance analysis and finance transformation initiatives across entities.

The role requires 10–15 years in FP&A, strong reporting skills, and preference for insurance industry experience.

Qualifications

• Experience in leading a team in financial planning and analysis.
• Knowledge of financial reporting for internal and external stakeholders.
• Preference for insurance industry experience.
• Self-starter with ability to drive execution and deliver results.
• Excellent analytical and strategic thinking abilities.
• Strong communication and interpersonal skills.
• Ability to work with limited supervision and meet deadlines.

Responsibilities

• Lead FP&A across Sun Life Philippines group, guiding forecasts and annual plan.
• Manage expense oversight and value analysis to support growth.
• Partner with Business Development and Project Management for finance support.
• Ensure compliance with expense policies and internal controls.

Skills

FP&A leadership

Expense analysis

Financial reporting

Finance transformation

Strategic thinking

Communication skills

Internal controls

Education

Bachelor degree

CPA, CFA or actuarial background

Job description

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

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: 08/10/2026