Senior FP&A Specialist: Budgeting & Forecasting Insights

Sun Life of Canada (Philippines), Inc. Josephine Collado; Taguig; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Sun Life of Canada (Philippines), Inc. is hiring for a Finance FP&A role in Metro Manila. The position supports budgeting, forecasting and reporting to drive informed decisions and optimize cost efficiency across the Philippine functions.

The role reports to the Sr. FP&A Manager and requires strong Excel/PowerPoint, 5+ years in FP&A, and experience in a BPO/shared services environment. Collaborative partner to business units and stakeholders is essential.

Qualifications

• BS Accountancy graduate, preferably licensed accountant (CPA).
• Minimum 5 years experience in FP&A, preferably in a BPO or shared services company.
• Strong understanding of cost allocations, intercompany transactions and service based financial models.
• Advanced in Excel and PowerPoint skills.
• Both a strong individual contributor and an effective team player.

Responsibilities

• Support the annual Budgeting and forecasting process.
• Collaborate with business units to gather assumptions, validate inputs and consolidate financial plans.
• Review and approve budget availability for all disbursements across all functions, ensuring alignment with approved budgets.
• Monitor spending against budget and flag deviations for management actions.
• Prepare monthly Recovery reports with variance analysis; develop dashboards and KPIs to monitor costs.
• Provide financial reports and insights to FP&A Manager; identify cost-saving opportunities.
• Contribute to continuous improvement of FP&A processes.
• Ensure adherence to internal controls and accounting policies; support ad hoc data requests.

Skills

Analytical thinking

Problem solving

Multitasking

BPO experience

Data visualization

Reporting tools

Education

BS Accountancy / CPA

Tools

Excel

PowerPoint

Job description

Sun Life of Canada (Philippines), Inc. is hiring for a Finance FP&A role in Metro Manila. The position supports budgeting, forecasting and reporting to drive informed decisions and optimize cost efficiency across the Philippine functions.

The role reports to the Sr. FP&A Manager and requires strong Excel/PowerPoint, 5+ years in FP&A, and experience in a BPO/shared services environment. Collaborative partner to business units and stakeholders is essential.