Finance Automation Specialist

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.

Our values shape how we work

caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

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, Alteryx and other tools that may be adopted in the future (e.g. Power Automate).

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. Team Lead
• Act as the team lead of the Finance Automation initiatives by guiding junior team members and being the point of contact for Finance Automation team to manage the stakeholder communications on expectations and results.

Job Category

Finance Posting End Date: 29/11/2026