MIS and Finance Specialist

Sun Life Global Solutions – Philippines; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Sun Life Global Solutions – Philippines is seeking a Specialist in Finance to support the Finance team with planning, forecasting, reporting, and analysis. The role focuses on delivering timely financial reporting, budgeting, variance analysis, profitability, and process improvements across Finance.

The ideal candidate will have a Bachelor’s degree in accounting/finance and 2–5 years FP&A experience. Proficiency in Excel and finance tools (SAP, AFO, Tableau, Power BI) is preferred to derive

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 2–5 years FP&A, financial reporting, or related finance functions.
• Experience in Financial Services, Insurance, Wealth Management, or similar industry is preferred.

Responsibilities

• Support monthly forecasting, annual planning, budgeting, and financial reporting activities.
• Perform variance analysis and identify key financial drivers affecting results.
• Prepare and maintain financial models, forecasts, management reports, and dashboards.
• Analyze revenue, expenses, margins, accruals, profitability, and other key 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, invoicing, 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

Data analysis

Education

Bachelor's degree in Accounting/Finance

Tools

SAP

AFO

Tableau

Power BI

Access

Job description

Job Summary

The Specialist - Finance supports the Finance team by performing financial planning, forecasting, reporting, analysis, and financial insight generation to support business decision-making. The role is responsible for delivering timely and accurate financial reporting, budgeting, variance analysis, profitability analysis, and operational finance activities while contributing to process improvements and reporting excellence across the Finance function.

Key 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.

QUALIFICATIONS

Education

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.

Experience

• 2-5 years of experience in Financial Planning & Analysis (FP&A), Financial Reporting, Finance Operations, Accounting, or related Finance functions.
• Experience in Financial Services, Insurance, Wealth Management, or a similar industry is preferred.

Technical Competencies

• Strong financial analysis, forecasting, budgeting, and reporting capabilities.
• Advanced Microsoft Excel and Microsoft Office skills.
• Experience with SAP, AFO, Tableau, Power BI, Access, or similar financial reporting tools is preferred.
• Ability to analyze large volumes of financial data and translate findings into actionable business insights.
• Knowledge of billing, invoicing, accruals, and financial operations processes is an asset.

Behavioral Competencies

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Strong organizational and stakeholder management skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Ability to collaborate effectively with business partners and cross-functional stakeholders.