
Finance Specialist
3 weeks ago
Finance Specialist – Sun Life
Join to apply for the Finance Specialist role at Sun Life .
Posting: 6 days ago • Be among the first 25 applicants.
Job Description:
The Specialist will participate in: (1) the financial statement closing process, including preparation/processing of journal entries, financial and management reports; (2) the preparation of accounts reconciliation schedule and internal information for management, financial controls and auditors; (3) regulatory reporting and payments to IC, SEC, etc.; (4) support Finance initiatives and priorities; (5) internal controls and internal audit; and (6) perform other administrative functions.
Preferred Skills / Qualifications- Experience in financial reporting and/or preparation of accounting schedules.
- Knowledge and expertise in accounting standards and regulations such as IFRS, PFRS and Local Statutory Requirements.
- Accuracy and attention to detail.
- Good organizational skills (planning, time management and priority management); able to timely meet internal and/or external deadlines.
- Good verbal and written communications skills plus good listening skills.
- Advanced analytical, comprehension and presentation skills.
- Proficiency in use of Microsoft Word, Excel and PowerPoint.
- Bachelor’s Degree in Accountancy
- Certified Public Accountant (CPA) Designation or similar credentials
- Experience in Accounts Reconciliation
- Experience in corporate accounting or public practice, an advantage (preferably Big 4) and/or financial statements preparation of a financial institution.
- Experience in process improvements and automation is a plus.
- Financial Accounting and Reporting
- Specialize in financial statement closing process, for group and local reporting purposes, including the preparation/processing of journal entries, financial and management reports.
- Provide timely and value-adding financial information required by management, external auditors and various government regulatory bodies. Standard reports to deliver include schedules and reports to IC, SEC, and Financial Controls Team.
- Perform monthly reconciliation functions including: preparation of reconciliation packages to ensure full compliance with the Accounts Reconciliation Standard; monitoring and resolution of reconciling items; communication and coordination with business units; identification of control issues and areas for improvement.
- Handle financial statement preparation and other SEC reporting requirements.
- Prepare Quarterly Reports, Annual Statements and other reports to be submitted to IC.
- Handle other regulatory requirements (LGU, BSP, etc.).
- Specialize in regulatory reporting requirements to SEC, IC, etc., ensuring that all regulatory reports are filed and/or paid on or before due date.
- Internal Controls and Internal Audit
- Document the processes and procedures involving financial accounting and reporting.
- Review and update existing guidelines, processes, and procedures to effect necessary changes/improvements.
- Participate in the preparation of audit requirements for internal auditors.
- Support Company’s Initiatives
- Participate in systems implementation and enhancements, automation initiatives, key projects, etc.
- Support other Finance initiatives and priorities.
- Administrative Functions
- Organize and maintain filing/monitoring of all documents submitted to IC and SEC, in hard copies (if required) and scanned copies.
- Manage inquiries from internal stakeholders, auditors and regulators related to the assigned tasks.
- Handle Finance and other management requirements.
Finance
Posting End Date30/12/2025
Seniority level- Not Applicable
- Full-time
- Finance and Sales
- Financial Services and Insurance
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