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About the Role

Sun Life Canada’s Operations Expense Management function provides first line of defense support to its business partners, along with consolidation, analytics, and reporting of business expenses. As part of a dynamic team of Finance professionals, the Senior Financial Analyst will advance the financial planning and analysis agenda with a strong focus on consolidation, detailed planning, variance analysis, and creating/maintaining financial models. This role is key to the critical transformation of Finance from a reporting and planning function to a Trusted Financial Advisor.

Responsibilities

Coordinate monthly forecasts and annual and strategic planning cycles for consolidation across Operations Expense Management.
Consolidate business unit submissions, validate completeness and accuracy, and investigate material variances, risks, and opportunities.
Coordinate planning timelines, assumptions, templates, and inputs with Finance partners for consistent and timely submissions.
Prepare consolidated expense outlooks, roll-forwards, and management reporting that clearly communicate key drivers and changes.
Maintain consolidation models, planning files, and process documentation, identifying opportunities for improved controls, efficiency, and data quality.
Build and improve financial models/processes to support monthly and quarterly reporting.
Analyze expense trends to drive management action for optimizing operating expenses.
Utilize data-driven models to report outcomes for financial and non-financial metrics, including value-added commentary and insights.
Support the expense budgeting, forecasting, strategic plan, and annual plan process.
Develop expense roll-forwards from cycle to cycle.
Recognize and implement continuous improvements.
Document financial models and processes to enable repeatable and sustainable processes.
Build strong partnerships with business leaders and become a trusted financial advisor.
Lead or support ad hoc financial analysis/consulting (e.g., expense studies, cost-benefit analysis).
Understand and explain common charges and Sun Life expense management processes to business partners.
Some overtime will be required during peak reporting periods.

Requirements

Financial designation with strong preference for CPA or MBA with commensurate experience.
5+ years of financial planning, reporting, and analysis experience, preferably in Financial Services.
Proficient in MS Office Suite (Excel, Word, PowerPoint).
Knowledge of various data management tools (i.e., Tableau, Python, etc.).
Financial modeling experience.
Expense management experience ideal.
Curious nature with a passion for investigative analysis, business impact, and continuous improvement.
Exceptional communication skills, both written and verbal.
Experience building executive-level presentation and content.
Ability to thrive in a fast-paced environment with multiple competing priorities.
Results-oriented and critical thinking with a high sense of ownership.
Capable of distilling complex concepts into simple key messages and insights.
Curious mindset and comfortable with ambiguity and change.
Strong teamwork and collaboration skills.
Strong relationship management skills with a focus on client orientation, including excellent interpersonal and communication skills (both oral and written).
Analytical thinking - designs/orchestrates use of financial and business analytics for decision making.
Problem-solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance.
Demonstrated strength and ability to design and implement processes and standards.
Strong prioritization and organization skills – capable of meeting deadlines in a high-performance environment.
Strong financial analysis, reporting, and presentation skills.
Ability to work both independently with minimal supervision and within a team environment.

Skills

Excel
Word
PowerPoint
Tableau
Python
Financial modeling
Expense management
Investigative analysis
Business impact analysis
Continuous improvement
Written communication
Verbal communication
Executive-level presentation
Critical thinking
Distilling complex concepts
Teamwork
Collaboration
Relationship management
Client orientation
Interpersonal skills
Analytical thinking
Financial analytics
Business analytics
Problem solving
Root cause analysis
Process design
Process implementation
Prioritization
Organization
Financial analysis
Financial reporting
Presentation skills

Location

Canada

Work Type

Hybrid

Experience Level

5+ years

Education Level

Salary/Compensations

85,000 - 128,000

Benefits

Flexible Benefits from the day you join to meet the needs of you and your family.

About the Company

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.

Equal Opportunity

We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
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.