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Job Description:
This role primarily focuses on overseeing finance operations and driving process automation for Sun Life's Asia Asset Management business. The role is expected to strengthen operational control, improve efficiency through the use of artificial intelligence and automation tools, and support management reporting and senior executive requests. The main responsibilities include the following:
Oversee daily finance operations and month-end closing process, including journal entries, payments, billing, reconciliations, review of financial results, period-end activities, and internal controls, to ensure accuracy, timeliness, and compliance with reporting requirements
Prepare and support management reporting deliverables, including profit and loss forecasts, actual vs budget analysis, assets under management analysis, and other recurring or ad hoc financial reports, ensuring outputs are accurate, timely, and relevant for management review and business planning
Perform financial data analysis and address queries and information requests from senior management and cross-functional teams
Apply accounting and investment accounting knowledge to review transactions, determine appropriate accounting treatment
Support internal control activities, annual audits, and regulatory reporting (E.g. SFC FRR) to ensure compliance and strengthen the control environment
Drive automation and continuous improvement initiatives by leveraging artificial intelligence and other digital tools to streamline processes, strengthen controls, and enhance operating efficiency
Participate in continuous improvement initiatives and ad hoc projects to enhance the finance operating model, improve process efficiency, and support evolving business and management requirements
Specialised knowledge and skills
Strong accounting and investment accounting knowledge
Strong understanding of finance operations, financial reporting, and internal control requirements
Strong problem solving skills
Able to influence stakeholders to adopt more efficient and standardized finance processes, including automation and new ways of working
Hands-on experience in process automation, with the ability to leverage artificial intelligence and digital tools to improve efficiency and controls
Knowledge of accounting systems and reporting tools, such as SAP, Hyperion, and advanced Excel, PowerPoint and AI tool
Strong analytical, presentation, and stakeholder management skills
Ability to manage multiple priorities and respond effectively to requests from senior executives
Proficiency in spoken and written English
Education and experience
University graduate in Finance, Accounting, Business Administration, or related disciplines
Minimum 8 to 10 years of relevant experience in the financial services industry, preferably with consultancy background
Qualified CPA is preferred
Strong experience in finance operations, management reporting, and process improvement or automation
Experience in liaising with auditors, regulatory reporting, and handling senior management requests is required
Solid accounting knowledge and investment accounting experience are required
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