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Finance Automation Specialist
Finance Automation SpecialistSun Life • Sun Life Philippines
Finance Automation Specialist

Finance Automation Specialist

Sun Life • Sun Life Philippines
30+ days ago
Job description

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 software is preferred

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

Job Category : Finance

Posting End Date : 29 / 04 / 2026

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Finance Automation Specialist • Sun Life Philippines

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