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About the Role
This role is responsible for leading management reporting, forecasting, and business and strategic planning and analysis for the growing Wealth distribution channel within the Retail Advice & Solutions (RA&S) business unit. The role requires a high level of strategic focus, analytical insight, and operational efficiency to support the growing business and meet key reporting deadlines.
Responsibilities
- Oversee complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
- Own the development of the RA&S Wealth Quarterly Business Review (QBR) packages, explaining the key drivers of the current and forecasted income for senior business and finance leaders
- Lead the RA&S Wealth business and strategic planning & forecasting process & influence outcomes by collaborating with business partners and senior leaders
- Provide leadership and support for strategic projects and initiatives, including support for any M&A activity
- Serve as a point person in discussions with the internal partners about sales data
- Support other Wealth reporting deliverables as required
- Build trusted relationships with senior business partners, Finance leaders, and cross-functional stakeholders to influence decisions, align priorities, and deliver high-quality service to the business
- Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies
- Lead and mentor a senior analyst, fostering their professional development while ensuring consistent delivery of high-quality financial output
Requirements
- Business and product knowledge and experience related to Wealth and/or financial services industry
- 7+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
- Proficient in Microsoft Office tools (Excel, Word, Powerpoint, Sharepoint)
- Experience with financial reporting tools (Longview, Workiva, SAP)
- Excellent relationship management skills with the ability to collaborate with a diverse group of stakeholders across the organization
- Excellent verbal and written communication skills with an ability to explain difficult issues to audiences of different levels of understanding
- Excellent problem solving and analytical skills to support data-driven decision making
- Effective and strong leadership abilities to gain momentum through direct & indirect influence
- Ability to prioritize, organize, and meet tight deadlines, while optimizing work processes
- Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment
- Bilingualism (French, English, both oral and written) is required for Quebec only
Skills
- Microsoft Office (Excel, Word, Powerpoint, Sharepoint)
- Financial reporting tools (Longview, Workiva, SAP)
- Relationship management
- Verbal and written communication
- Problem solving
- Analytical skills
- Leadership
- Prioritization
- Organization
- Process optimization
- Bilingualism (French, English)
Location
- Waterloo King
- Toronto York
- Quebec
Work Type
- Hybrid
Experience Level
- 7+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
Education Level
- Degree in Business, Finance, or similar
- Designation (CPA, CFA, MBA) preferred
Salary/Compensations
- 110,000 - 180,000
Benefits
- Sabbatical Program (up to 6 weeks off every five years)
- Care Days
- Sick Days
About the Company
- Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
- Values: caring, authentic, bold, inspiring, and impactful.
- In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
- Proudly on the 2024 Best Workplaces in Canada list by Great Place to Work.
- Listed as one of the Best Workplaces in Canada for Women and Best Workplaces with Most Trusted Executive Teams.
Equal Opportunity
- Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
- Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.