The Finance Planning and Analysis Specialist supports the Revenue Assurance Team by managing invoicing processes, providing revenue analysis, and ensuring financial discipline. Responsibilities include preparing monthly reports, addressing inquiries from business units, assisting with forecasts, and implementing improvement procedures.
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:
Please enter the external job description here (remove this line)
Job description (heading) / Description du poste (titre)
- The role of the Billing Specialist is to support the FP&A - Revenue Assurance Team in providing accurate and timely release of invoice/billing to different Sun Life business units (Asia, Canada and US). He/She will provides analysis on the monthly and year to date with regards to revenue (variances on budget and forecast). The Finance Billing Specialist will play a key part in financial discipline in ensuring revenue maximization as the role provides support to drive the target billability of each resource.
- Directly reporting to the FP&A Manager. All reports related to billed charges to business units are subject to sign-off from FP&A Manager prior to release.
Preferred skills (heading) / Compétences particulières (titre)
- With excellent communication and facilitation skills required in managing stakeholders (both local and global stakeholders) and can relate to/positively influence a wide range of personalities, levels of seniority and working styles
- Highly-organized, highly-driven and self-motivated - with ability to think creatively
- Is highly-adaptable to develop new approaches to meet changing needs and to work well with different personalities in a fast-changing, quick-paced environment and flexible enough to re-prioritize/re-plan (as needed) to meet timelines
Qualifications (heading) / Compétences (titre)
- BS Accountancy Graduate, Preferably licensed accountant (CPA)
- Minimum 5 years experience in billing/invoicing and knowledge about accepted accounting principles
- With integrity, accountability, sense of urgency, taking responsibility for doing what you say and delivering commitments
- Highest standards of accuracy and precision. Detail-oriented
- Both a strong individual contributor and an effective team player
- Advanced Microsoft Excel skills
- Working knowledge of business applications such as Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Sharepoint), Outook, Planview, ServiceNow, SAP B1 and SAP Concur.
Responsibilities (heading) / Responsabilités (titre)
- Must be fully proficient in the critical skills, knowledge and competencies required for the job and function.
- He/She must be detailed oriented as the role scope is from end-to-end.
- Prepares and present the Monthly Revenue Analysis Report and Chargeability reports
- Explains to business units who have inquiries on charges (escalation inquiries)
- Provides data and support on the monthly forecast on revenue
- Provides support on Yearly Budget with regards to revenue
- Assist in implementing improvement procedures and automation/digitization project
- All other adhoc reports and analysis
Job Category:
Finance
Posting End Date:
30/03/2025
Top Skills
Excel
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