Business Analytics Specialist

4 days ago

Makati, Philippines Sun Life Grepa Financial, Inc. Full time

Our work is more than just a paycheck – we aim to make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have meaningful and impactful work, while also enjoying a supportive and energizing work environment.

Join us and experience the following:

  • Competitive monthly salary guaranteed 14 months
  • Comprehensive life insurance and health coverage for you and your dependents
  • Comprehensive wellness programs that support your physical, financial, mental and emotional health
  • Flexible work schedule and hybrid work set up for non-sales roles
  • Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments
  • Access to various learning and development opportunities

What will you do as Business Analytics Specialist:

  • Provides critical support to the team through regular preparation of sales production reports with high-level data analysis. The job entails close coordination with immediate manager to satisfy the needs and requirements of Banca Sales Leaders, Banca Heads and other stakeholders to improve the over-all productivity and profitability of the channel.
  • Consolidates and maintains the database of all sales production details through daily extraction of raw reports and updating information based on existing bank and sales assignments for extended processing and historical reference
  • Formulates campaign results for both institutional and tactical campaigns based on mechanics finalized by Bancassurance marketing team in coordination with Bank Partners and SLGFI Management. Development of Formulas to automate the process of updating results while applying the complex requirements to ensure accuracy of results. Continuous coordination for other updates and results adjustments for sending to Marketing team\'s official communication
  • Prepare necessary management reports, presentation materials or decks needed by Bancassurance Leaders and SLT necessary for meetings with key stakeholders, board members, townhalls and etc.
  • Generates group retirement proposals for BSOs as the need arises by running the Macro program created by SLOCPI.

Qualifications:

  • College Graduate, Preferably a graduate of Finance, Statistics or Mathematics
  • Advanced understanding of MS Excel
  • Understanding of VBA and Data Analytics tools is a plus
  • Ability to Translate data into insights and prepare graphical and tabular report
  • Can easily adjust to a fast paced working environment
  • Must have at least 3 years working experience in the same industry and/or with similar background

Seniority level

  • Associate

Employment type

  • Full-time

Job function

  • Analyst
  • Industries
  • Insurance
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