Analyst 1 (Fixed Term)

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

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.

Education Level and Professional Qualification

Minimum Requirements
• A Bachelor’s degree in Accounting.

Preferred Qualifications
• Certified Public Accountant (CPA) or CPA candidate.
• Life insurance industry certifications (e.g., FLMI or equivalent).
Experience
• 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.
Technical Skills

• 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.

and IPAC.

•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.

Leadership Skills
• 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.
Internal 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.
•Supports process improvement initiatives by participating in system enhancements and finance projects, including
requirements gathering, user testing, and implementation activities.
• Develops a solid understanding of end‑to‑end business processes related to assigned accounts and assists in documenting procedures and control activities.

Education Level and Professional Qualification

Minimum Requirements
• A Bachelor’s degree in Accounting.
Preferred Qualifications
• Certified Public Accountant (CPA) or CPA candidate.
• Life insurance industry certifications (e.g., FLMI or equivalent).
Experience
• 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.
Technical Skills
• 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.
 

Leadership Skills
• 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.

Job Category:

Posting End Date: