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Treasury Manager

2 weeks ago


Manila, National Capital Region, Philippines Sun Life Financial Full time

Sun Life Financial is an organization that values its employees' unique backgrounds, experiences, and perspectives.

As a Treasury Analyst, you will have the opportunity to work with dynamic colleagues who are experts in their fields and eager to share their knowledge with you.

Job Description:

We are looking for a detail-oriented and analytical individual to join our finance team as a Treasury Analyst.

The successful candidate will be responsible for managing payroll processes, financial reporting, and system enhancements in distribution systems.

Responsibilities:

  1. Administer payroll and benefits for advisors, ensuring accuracy and timeliness.
  2. Analyze payroll reports to support disbursements.
  3. Compile and analyze advisor withholding tax reports, ensuring reconciliation with source documents and the general ledger.
  4. Generate and process ad hoc reports, including Advisor's Clearance, Advisor's Certificate, and Branch Fund reports.
  5. Participate in User Acceptance Testing (UAT) for ACBU's projects, initiatives, and system enhancements.
  6. Handle inquiries from advisors and other stakeholders professionally and efficiently.

Requirements:

  • Bachelor's degree in Finance, Accounting, or related field.
  • Strong analytical and problem-solving skills.
  • Excellent attention to detail and accuracy.
  • Proficiency in Microsoft Office applications, especially Excel.
  • Strong communication skills, both written and verbal.
  • Ability to work independently and as part of a team.
  • Experience with payroll systems and financial reporting (preferred).