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Sun Life of Canada (Philippines), Inc. Josephine Collado

Finance Automation Specialist

Early Applicant
  • Posted 28 days ago
  • Be among the first 10 applicants
Fresher

Banking/Accounting/Financial Services

Job Description

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

Job Description:

  • Analyze the process flows of local BU finance operation and reporting team or Actuary team, leading the development and implementation of Alteryx-based solutions to enhance financial or actuary processes (e.g. manual journal entries, reconciliation processes, data consolidation and allocation, or actuary modelling)

  • Collaborate with finance team/actuary team to identify areas for process improvement and automation opportunities. Design, develop and maintain complex Alteryx workflows to streamline financial operations, to achieve time saving, operational efficiency, faster closing processes

  • Provide technical leadership and mentorship to Finance/Actuary/ALM members on Alteryx best practices and advanced techniques. Conduct regular training sessions and workshops to improve Alteryx proficiency across the Finance/Actuary/ALM

  • Work closely with IT to ensure proper data governance and integration with other systems. Act as the system supports role for the tools built by Alteryx and ensure smooth operation

  • Building proper intake process and cost and benefit analysis for the Alteryx-related automation solutions. Establishing dashboard in monitoring the benefits of the Alteryx solutions on finance operational efficiency and faster close

  • Develop and maintain documentation for all Alteryx processes and workflows

Responsibilities

  • This role is responsible in building and leading the Alteryx CoE team for Asia Finance and will be crucial in driving operational efficiency across our finance departments through the implementation and optimization of Alteryx solutions Bulleted List

Preferred skills

  • Proficiency in Alteryx Designer and other relevant automation tools

  • Strong understanding of financial processes and data structures

  • Excellent problem-solving and analytical skills

  • Strong communication and collaboration abilities

  • Experience with SQL and database management

Qualifications

  • Alteryx Designer Core or Advanced Certification

  • Experience with Python, R, or other programming languages

  • Knowledge of SAP, Hyperion and other financial softwareis preferred

  • Familiarity with data visualization tools (e.g., Tableau)

Job Category:

Finance

Posting End Date:

29/12/2025

Date Posted: 05/09/2025

Job ID: 125491309

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About Company

Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.

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Last Updated: 03-10-2025 00:38:32 AM
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