Treasury Analyst (Project Based)

Sun Life Financial; Philippines; On-site; PHP 480,000 - 720,000; Full time

Job summary

Sun Life Financial is seeking a detail-oriented Treasury Analyst to join the finance team in payroll and reporting duties. You will manage payroll processes, generate reports, and support system enhancements for distribution activities.

A strong candidate will have a finance/Accounting background, analytical skills, and proficiency in Excel. The role involves preparing payroll and tax reports, collaborating with advisors, and contributing to UAT for process improvements.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Strong analytical and problem‑solving skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Excel and MS Office.

Responsibilities

• Assist in administering payroll and benefits for advisors, ensuring accuracy and timeliness.
• Prepare and analyze payroll reports to support disbursements.
• Compile and analyze advisor withholding tax reports, ensuring reconciliation with source documents and the general ledger.
• Generate and process ad hoc reports (Advisor's Clearance, Advisor's Certificate, Branch Fund).
• Participate in User Acceptance Testing (UAT) for projects and system enhancements.
• Handle inquiries from advisors and stakeholders professionally.

Skills

Strong analytical skills

Attention to detail

Excel proficiency

Communication skills

Teamwork

Payroll systems experience

Education

Bachelor's degree in Finance or Accounting

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: Job Title: Treasury Analyst Job Description: We are seeking a detail-oriented and analytical Treasury Analyst to join finance team. The ideal candidate will play a crucial role in managing payroll processes, financial reporting, and system enhancements in distribution systems.

Key Responsibilities

• Assist in administering payroll and benefits for advisors, ensuring accuracy and timeliness.
• Prepare and analyze payroll reports to support disbursements
• Compile and analyze advisor withholding tax reports, ensuring reconciliation with source documents and the general ledger.
• Generate and process ad hoc reports, including Advisor's Clearance, Advisor's Certificate, and Branch Fund reports.
• Participate in User Acceptance Testing (UAT) for ACBU's projects, initiatives, and system enhancements to ensure smooth implementation of new processes.
• Handle inquiries from advisors and other stakeholders professionally and efficiently.

Requirements

• Bachelor's degree in Finance, Accounting, or related field
• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Proficiency in Microsoft Office applications, especially Excel
• Strong communication skills, both written and verbal
• Ability to work independently and as part of a team
• Experience with payroll systems and financial reporting (preferred)

Job Category: Channel Management Posting End Date: 29/11/2026

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