Finance Specialist

4 weeks ago

Taguig, National Capital Region, Philippines Sun Life Full time
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.
Qualifications
  • 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.
Responsibilities
  • 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.
Job Category

Finance

Posting End Date

30/12/2025

Seniority level
  • Not Applicable
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Financial Services and Insurance

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