Finance Analyst

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

The Finance Analyst will have financial, management and regulatory reporting responsibilities.  These include performing tasks related to: (1) financial statement close process, reconciliations and regulatory reporting; (2) process improvements and internal controls; (3) Finance initiatives; and (6) other relevant Financial Accounting & Reporting activities.

Responsibilities

1. Financial Accounting and Reporting

• Participate in financial statement closing process, including the preparation/processing of journal entries ensuring that such are recorded accurately and in accordance with the prescribed monthly cut-off.

• Assist in capital assets accounting (software projects, leasehold improvements, other prepaid assets, etc.)

• Responsible for profit and loss write-off accounting and its related processes.

• This position is responsible for the monthly reconciliation functions which include the following activities:

  • preparation of the reconciliation packages to ensure full compliance with the Accounts Reconciliation Standard;
  • monitoring and resolution of reconciling items to ensure that the account balances are reasonably stated;
  • communication and coordination with the different business units to resolve outstanding reconciling items; and
  • identification of the control issues and areas for improvement within the reconciliation function

• Handle filings/reporting/payment requirements to IC, BIR and SEC.

• Provide financial information required by management, external / internal auditors and various government regulatory bodies. Standard reports to deliver include schedules and reports to IC, BIR, and Financial Controls Team.

2. Process Improvements and Internal Controls

• Documents the processes and procedures involving financial accounting and reporting (process flows, procedures manuals, process checklists and other related documentations)
• Regular review and update of existing guidelines, processes, and procedures to effect necessary changes/improvements.

3. Support Company’s Initiatives

• Participate in Finance priorities / initiatives.

4. Administrative Functions

• Organize and maintain filing/monitoring of all documents submitted to IC, BIR, SEC in hard (if required) and soft copies.
• Manages inquiries from the internal stakeholders, auditors and regulators related to the assigned tasks.
• Any other relevant administrative tasks of Financial Accounting & Reporting

Qualifications

• Must be a Certified Public Accountant (CPA)
• With at least 2 years of experience in financial reporting and/or preparation of accounting schedules
• With understanding of the Accounts Reconciliation process
• Accuracy and attention to detail
• Good organizational skills (planning, time management and priority management); able to timely meet internal and/or external deadlines
• Good interpersonal and communications skills
• Advanced analytical, comprehension and presentation skills
• Preferably with knowledge in SAP
• Proficiency in use of Microsoft Word, Excel and Powerpoint