Sr Officer/Officer, Expense Management and Analysis

Job title: Sr Officer/Officer, Expense Management and Analysis

Company: Sun Life Financial


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:This role will be reporting into AVP, Expense Reporting & Analysis, assisting in the performance analysis on the financial drivers of our Life and Health (L&H) business in Hong Kong, with a focus on expense management. Responsibilities include assisting in budget and forecast planning processes, and providing business insights to help our L&H leaders achieve strategic objectives.Responsibilities

• Prepare month-end reporting data along with expense allocation data to facilitate the team in conducting the Monthly Business Review (MBR) with senior management
• Produce quality management reports to support business decisions and provide analytical support to assist the management team in monitoring financial performance on expense management
• Collaborate across different business functions to provide analytical support on expenses related matters
• Assist in the Operating Plan and Strategic Plan processes and provide analytical support, including budget data collection and consolidation
• Provide support on management reporting system maintenance, database management, and system UAT

Qualifications

• Degree in Finance, Accounting, or related disciplines
• 2 – 3 years experiences in a finance function, preferably in the life insurance industry
• Experience in financial planning/management reporting and expenses management in insurance industry will be an advantage
• Experience in Tableau is an added advantage
• Proficiency in MS Office applications and solid knowledge in database management
• Candidate with more experience will be considered as Senior Officer.

Preferred Qualities

• Adaptable to an agile environment and ability to work independently
• Strong analytical skills
• Good verbal & written communication and interpersonal skills

Job Category: FinancePosting End Date: 29/06/2025

Expected salary:

Location: Hung Hom, Hong Kong

Job date: Sun, 11 May 2025 07:37:19 GMT

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