Finance Automation Specialist

5 days ago


hong kong, Hong Kong SAR China Sun Life Hong Kong Ltd Full time

Job Overview Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2018, Sun Life Financial had total assets under management (“AUM”) of CDN$979 billion. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Location Admiralty, Central and Western District, HK Key Responsibilities 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 Build proper intake process and cost and benefit analysis for the Alteryx-related automation solutions. Establish monitoring dashboards to track the benefits of the Alteryx solutions on finance operational efficiency and faster close Develop and maintain documentation for all Alteryx processes and workflows This role is responsible for 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 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) #J-18808-Ljbffr



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