Finance Automation Specialist

apartmentSun Life placeTaguig scheduleFull-time calendar_month 
Responsible for supporting finance automation initiatives.
  • Identify and prioritize - Collaborate with Finance and IT teams to identify automation and process optimization opportunities, and to prioritize the pipeline. Participate in discussions with stakeholders, assist in securing buy-ins / approvals and help in managing stakeholder expectations.
  • Implementation and Maintenance – Conceptualize, design, ideate, build, test, implement automations and process automations using tools such as Excel, VBA, Tableau and Microsoft 365 power apps.
  • Data Management – accountable for the quality, integrity, and security of Finance data within the automated tools. This involves ensuring data is accurate, up-to-date, and compliant with regulatory and Sun Life policy requirements
  • Training and User Support – provide training to Finance team members on how to use the tools effectively. Offer ongoing support to address any issues or questions related to these tools.
  • Compliance and Controls – Ensure that finance automated process adhere to regulatory and Sun Life policy requirements.
  • Integration – Collaborate with PH BU IT, RO IT and Finance Enablement Team, and Corporate Finance Accelerator Team, and/or service providers for automation solutions which require system enhancements, use of robotic process automation (RPA), etc.
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