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Job Description:
Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.
Job description (heading)
Financial Planning & Analysis
- Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
- Responsible for maintaining a view of the financial trajectory of Asia in the coming quarters/years to provide Asia leadership with a view of baseline trending for the Asia Business Group
- Responsible for producing the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
- Lead the team and Business Unit finance to deliver an achievable annual Business Plan
- Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
- Responsible for Investor Relations function for Asia BG. This involves crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material.
Monthly Business Reviews with Asia BUs and Competition Insights
- Facilitate the Monthly Business Review process which is the business performance monitoring meetings between the Asia CEO/Leadership with each Business Unit as well as functional areas.
- Responsible for producing the competitor analysis as well as Sun Life ecosystem analysis (JV partners, banca partners, etc.)
- Perform analysis of financial results in the context of key business drivers
- Imbibe a So what and Now what mindset to drive actionable insights as opposed to merely reporting
Joint Venture Financial Reporting & Insights
- Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these respective JVs through the forecasting, quarter end, Business Plan and Strategic Plan financial processes.
Talent & Culture
- Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
- Proactively drive talent mobility within different functional areas or geographies to groom future leaders
- Develop credible succession plans for own role and key roles within the team
Preferred skills (heading)
- Ability to lead a multi-disciplinary, high performing team
- Strong business acumen (life insurance and asset management businesses)
- Strong financial acumen
- Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
- Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
- Strong analytical skill and attention to detail
Qualifications (heading)
- 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
- Professional designation such as CFA, CPA, actuarial designation
Job Category:
Finance
Posting End Date:
14/10/2025
