Sr FP&A Specialist

Sun Life; Taguig; On-site; PHP 700,000 - 1,200,000; Full time

Job summary

Sun Life Philippines is seeking an experienced FP&A professional to support budgeting, forecasting and reporting. You will report to the Sr. FP&A Manager and add value through timely financial analysis to drive cost efficiency and informed business decisions.

Join a dynamic team in a Service-based environment (BPO/shared services). The role emphasizes cost allocation knowledge, data visualization, and partnering with non-finance stakeholders to deliver insights and drive improvements.

Qualifications

• CPA preferred and BS Accountancy degree.
• Minimum 5 years FP&A experience in BPO/shared services.
• Strong cost allocations knowledge.
• Advanced Excel and PowerPoint skills.
• Strong communication and stakeholder management.
• Able to work in a fast-paced environment.

Responsibilities

• Support budgeting and forecasting processes.
• Consolidate financial plans with business units.
• Monitor spending vs. budget and flag variances.
• Develop dashboards and KPIs for service costs.
• Provide financial reports and insights to stakeholders.
• Identify cost-saving opportunities.

Skills

Analytical thinking

Stakeholder management

Multitasking

Data visualization

Advanced Excel

PowerPoint proficient

Communication skills

Education

BS Accountancy

CPA preferred

Tools

Excel

PowerPoint

Power BI

Tableau

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 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.
• 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.
• 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.
• Develop and maintain dashboards and KPIs to monitor service delivery costs and efficiency.
• Highlight financial risks and opportunities.

Business Partnering

• Support and assist the FP&A Manager in providing financial reports and insights
• 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.
• 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