Finance Planning and Analysis Specialist at Sun Life

, , Philippines -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Forecasting, Budgeting, Reporting, Analytical Thinking, Problem Solving, Cost Allocation, Data Visualization, Communication, Stakeholder Management, Excel, PowerPoint, Collaboration, Attention to Detail, Process Improvement, Compliance

Industry

Financial Services

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. Discover how you can make a difference in the lives of individuals, families and communities around the world. 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. Support continues improvement processes for FP&A. 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. 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. Job Category: Finance Posting End Date: 05/11/2025 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

Responsibilities

The role involves supporting financial planning, forecasting, budgeting, and reporting activities. The specialist will assist in delivering accurate financial analysis that drives informed business decisions and optimizes cost efficiency.