Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JEANALYN GUEVARRA

Burnaby,BC

Summary

Detail-oriented Manager 2 experienced in complex account reconciliation, financial control, and team leadership. Well-versed in conducting high-level reviews, optimizing processes, and ensuring compliance across multiple entities, including joint ventures. Rigorous, diligent, and systematic in approach, with a proven experience in systems integration, Robotics Process Automation implementation and driving efficiency improvements.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Finance Manager 2

Sun Life Of Canada (Philippines), Inc.
10.2015 - 12.2021
  • Overall Responsibility. Reports to Head of Financial Control Team, manages and supports direct and indirect reports (3 Supervisors, 6 Analysts, 7 Associates), and focuses on coaching and performance.
  • Quality Control. Ensures compliance and integrity in accounts reconciliation, performs high-level review for various entities and territories, and elevates complex issues for prompt resolution. Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Process Improvement. Identifies opportunities for efficiency, collaborates with Systems Development and Support Team, or Project Management Office and assesses proposed process improvements.
  • People Management. Sets positive example, provides guidance and training, supports objectives, ensures development, and provides fair performance evaluations.
  • Project Involvement: Facilitated software integration to streamline accounting and financial processes. Acts as Subject Matter Expert/Key Business Resource in Fiserv Frontier PH project, Robotics Process Automation for manually reconciled accounts, Payment Ecosystem and other system integration and mini process improvement projects.
  • Partners with other departments. Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.

Finance Manager 1

Sun Life Of Canada (Philippines), Inc.
12.2014 - 09.2015
  • Overall Responsibility. Reports to Head of Financial Control Team, manages and supports direct and indirect reports (4 Analysts, 3 Associates), and focuses on coaching and performance.
  • Quality Control and Reporting. Ensures compliance and integrity in accounts reconciliation, performs detailed review and approval of team members' reconciliation and reporting and and elevates complex issues for prompt resolution. Completed filings and upheld strict compliance with local regulatory agencies.
  • Process Improvement. Identifies opportunities for efficiency, collaborates with Systems Development & Support Team, and assesses proposed process improvements.
  • People Management. Sets positive example, provides guidance and training, supports objectives, ensures development, and provides fair performance evaluations.
  • Project Involvement: Application Owner and Subject Matter Expert Bank Reconciliation System enhancements

Finance Supervisor

Sun Life Of Canada (Philippines), Inc.
11.2012 - 11.2014
  • Overall Responsibility: Managed 3 Analysts and 2 Associates, focusing on coaching and support.
  • Quality Control: Detailed review and approval of reconciliation and reporting packages, elevation of complex issues, and identification of opportunities for efficiency.
  • People Management: Employed exceptional leadership and problem-solving skills to maintain team productivity and organize workflows, focusing on positive leadership, guidance, training, and performance evaluation.
  • Improved overall financial reporting by streamlining control processes and reporting structures.

BSD Analyst 1

Sun Life Of Canada (Philippines), Inc.
08.2009 - 10.2012

High-volume and complex reconciliation function, risk identification, coordination for item clearance, process improvement initiatives, and analysis of operational processes.

Associate

Sun Life Of Canada (Philippines), Inc.
04.2007 - 07.2009

Complex reconciliation functions, risk identification, coordination for reconciliation, process improvement initiatives, and analysis of processes.

Finance Associate

Sun Life Of Canada (Philippines), Inc.
02.2004 - 04.2007
  • Gathered and prepared bi-weekly payroll documentation for Advisors, including bonus and benefit
  • Prepared journal entries, reviewed, analyze, process payroll and tax-related responsibilities.
  • Prepare documentation for external auditors.

Education

Post-Degree Diploma - Business And Project Management

Vancouver Community College
Vancouver, BC
11.2023

Bachelor of Science - Accounting

Polytechnic University of The Philippines
Manila, Philippines
05.2001

Skills

Financial Accounting and Auditing

  • Financial Reporting and Analysis
  • Bank Account and Ledger Reconciliations
  • Cash Flow, Accounts Receivable/Payable
  • Payroll Processing

Analytical and Communication Skills

  • Robust Problem-Solving Ability
  • Detail- and Result- Oriented
  • Verbal and Written Communication

Process Improvement

  • Process Change Improvements Recommendations
  • Workflow optimization

Software Proficiency: Microsoft Office, Frontier (Fiserv), Sun Systems, Ingenium

Leadership Competencies: Demonstrated skills in:

  • Innovative Solutions
  • Leveraging data & Technology
  • Engagement & Influence
  • Talent & Complexity Management

Certification

Brighter Way Management System Lean Six Sigma Yellow Belt


Life Office Management Association Designation Courses:

2011: LOMA 356 – Investment Principles and Institutional Investing

2011: LOMA 290 – Insurance Company Operations

2010: LOMA 280 – Principles of Insurance

Timeline

Finance Manager 2

Sun Life Of Canada (Philippines), Inc.
10.2015 - 12.2021

Finance Manager 1

Sun Life Of Canada (Philippines), Inc.
12.2014 - 09.2015

Finance Supervisor

Sun Life Of Canada (Philippines), Inc.
11.2012 - 11.2014

BSD Analyst 1

Sun Life Of Canada (Philippines), Inc.
08.2009 - 10.2012

Associate

Sun Life Of Canada (Philippines), Inc.
04.2007 - 07.2009

Finance Associate

Sun Life Of Canada (Philippines), Inc.
02.2004 - 04.2007

Post-Degree Diploma - Business And Project Management

Vancouver Community College

Bachelor of Science - Accounting

Polytechnic University of The Philippines
JEANALYN GUEVARRA