Finance Analyst (Fixed-Term)

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.

Job Description

Major Accountabilities:

• Prepares monthly balance sheet account reconciliations for assigned accounts in accordance with Local and Global Accounts Reconciliation Guidelines and Standards, ensuring accuracy and completeness of balances prior to submission.
• Identifies reconciling items and potential issues, coordinates with relevant units to resolve variances, and escalates complex or aged items to the Manager in a timely manner.
• Provides accurate financial support schedules and reports for management, internal and external auditors, and regulators, including aging reports, fixed asset schedules, and supporting worksheets for statutory and management reporting.
• Develops a solid understanding of end‑to‑end business processes related to assigned accounts and assists in documenting procedures and control activities.

Qualifications:

• Bachelor's degree in Accounting
• Certified Public Accountant (CPA) or CPA candidate.
• Life insurance industry certifications (e.g., FLMI or equivalent)
• At least 2–3 years of experience in General Accounting.
• Minimum of 1 year of experience in Accounts Reconciliation, preferably within a regulated financial services environment.
• Working knowledge of audit requirements, internal controls, and system-based control environments.
• Foundational understanding of Generally Accepted Accounting Principles (GAAP), including Canadian, US, and Philippine standards, as well as applicable local tax rules and regulatory requirements.
• Familiarity with SAP General Ledger and related feeder systems is preferred, including but not limited to Ingenium, FIS, GIS, and IPAC.
• Demonstrated business acumen in life insurance, pre-need, and wealth management operations.
• Exposure to multiple finance functions such as Cash Management, Banking, Portfolio Management, Agency Payroll, Budgeting, Financial Reporting, and Financial Analysis.
• Strong proficiency in Microsoft Excel and other financial analysis and reporting tools.
• Demonstrates strong integrity, accountability, results orientation, and problem‑solving mindset.
• Effective team player with strong interpersonal skills and the ability to collaborate across functions.
• Capable of working under pressure while managing multiple priorities and deliverables.
• Able to clearly articulate and present ideas, analyses, and recommendations to support decision‑making and obtain approvals.
• Strong written and verbal communication skills.
• Amenable to an 11-month contract