Treasury Analyst (Project Based)

sunlife; Taguig; On-site; PHP 360,000 - 540,000; Full time

Job summary

Sun Life in the Philippines is seeking a detail-oriented Treasury Analyst to join the finance team, focusing on payroll processing, financial reporting and system enhancements in distribution systems. Responsibilities include administering payroll and benefits for advisors, preparing payroll and withholding tax reports, and generating ad hoc and branch reports.

The role requires a Finance or Accounting degree, strong Excel skills, good communication and the ability to work independently or with

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 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).

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.

Skills

Payroll systems

Financial reporting

Analytical skills

Attention to detail

Communication

Teamwork

UAT support

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

Microsoft Office

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 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