Treasury & Payroll Analyst — Financial Reporting

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

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