Sr FP&A Specialist

Sun Life Financial; Philippines; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Sun Life Financial Philippines is seeking an experienced FP&A professional to join our finance team and support budgeting, forecasting, and reporting activities. You will partner with business units to consolidate plans, monitor cost centers, and deliver timely insights to drive cost efficiency.

Ideal candidates have 5+ years in FP&A within a BPO/shared services setting, strong Excel/PowerPoint skills, and the ability to present data to both finance and non-finance stakeholders.

Qualifications

• BS Accountancy degree, CPA preferred.
• Minimum 5 years in FP&A, preferably in BPO/shared services.
• Strong cost allocations and intercompany knowledge.
• Advanced Excel and PowerPoint skills.
• Excellent communication and stakeholder management.

Responsibilities

• Support budgeting, forecasting, and financial planning processes.
• Collaborate with business units to gather inputs and consolidate plans.
• Review budgets and monitor cost control against approvals.
• Prepare monthly reports with variance analysis vs budget/forecast.
• Develop dashboards and KPIs for service delivery costs and efficiency.
• Highlight risks and opportunities; assist FP&A manager with insights.
• Identify cost-saving opportunities and support process improvements.
• Ensure compliance with internal controls and policies.

Skills

FP&A experience

Cost allocations

Analytical thinking

Stakeholder management

Excel

PowerPoint

Data visualization

Education

BS Accountancy

CPA preferred

Tools

Excel

PowerPoint

Job description

Job Description

The role is to support financial planning, forecasting, budgeting and reporting activities. He/She will directly be reporting to Sr. FP&A Manager to assist in delivering accurate, timely and insightful financial analysis that drives informed business decisions and optimizes cost efficiency across SLGS Philippines functions.

Responsibilities

• Financial Planning & Forecasting Support the annual Budgeting and forecasting process.
• Financial Planning & Forecasting Collaborate with business units to gather assumptions, validate inputs and consolidate financial plans
• Budget Clearance & Cost Control Review and approve budget availability for all disbursements across all functions, ensuring alignment with approved budgets and cost centers.
• Budget Clearance & Cost Control Monitor spending against budget and flag any deviations or overruns for management actions.
• Reporting & Analysis Prepare monthly Recovery reports split per function with variance analysis comparing actual vs. budget/forecast.
• Reporting & Analysis Develop and maintain dashboards and KPIs to monitor service delivery costs and efficiency.
• Reporting & Analysis Highlight financial risks and opportunities.
• Business Partnering Support and assist the FP&A Manager in providing financial reports and insights
• Business Partnering Help identify cost-saving opportunities and ensure alignment with business goals
• Process Improvement Contribute to continuous improvement of FP&A processes.
• Compliance & Controls Ensure adherence to internal controls, accounting policies and audit requirements.
• Compliance & Controls Support ad hoc analysis and data requests for internal and external consumptions.

Preferred skills

• Strong problem-solving and analytical thinking skills with pro-active solutions-oriented mindset.
• Familiarity working in a BPO or shared services organization.
• Ability to manage multiple priorities and collaborative mindset.
• Working knowledge of cost allocation methodologies.
• Comfortable presenting financial data and insight to both finance and non-finance stakeholders.
• Experience with data visualization and reporting tools.

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
• Strong analytical thinking skills and attention to details
• Excellent communication and stakeholder management skills
• Ability to work effectively in a fast-paced environment.

Job Category: Finance Posting End Date: 26/10/2026

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. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers