Director, Expense Management

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:

Role Summary

Reporting to the AVP, Management Insights & Analysis, this role will lead a team responsible for providing financial advice and support to Sun Life Health (SLH) leaders identifying risks and opportunities to drive expense optimization and recommending corrective actions to ensure spend efficiency and productivity improvement are pursued and executed.

This highly visible role will lead strategic and business plans for SLH expenses, partner with SLH leaders and Partners to identify productivity savings and continuous improvement initiatives, review and influence key initiative cost and benefits, and enhance expense reporting and allocation processes with deep dive expense analytics for key decision making.

A high level of critical thinking, analytic skills, and agility to manage multiple tasks will be required for this role.

What will you do?

• Build and lead a high performing team providing mentoring to enhance their skills and performance with a continuous improvement mindset.

• Lead and enhance SLH operating expense reporting, forecasting, deep dive analysis with value-added insights.

• Lead and simplify the expense allocation process.

• Prepare and present effective expense material to leaders that identifies trends, risks, efficiency opportunities, actionable insights, and recommendations.

• Collaborate effectively with business areas, Operations, CXO, Central & Corporate functions and DBTS to support achieving expense targets.

• Lead internal and external benchmarking cost studies.

• Lead client analytics leveraged for pricing.

• Lead annual strategic and business plans for expenses and budget process.

• Support annual pricing and valuation studies.

• Support leaders with special projects and ad-hoc analysis as required.

What do you need to succeed?

• Financial designation (CPA, CFA)

• Strategic mindset and able to understand SLH businesses and operations to support value added insights.

• Demonstrated expertise in expenses and understanding of cost drivers.

• Proven ability to lead and motivate teams.

• Superior analytical and critical thinking skills.

• Able to prioritize and effectively organize tasks with ability to manage multiple priorities and meet tight timelines.

• Energetic initiative-taker who takes initiative and works with minimum supervision.

• Ability to negotiate and influence outcomes.

• Excellent written, verbal communication and interpersonal skills.

• Strong relationship management and teamwork skills.

• Strong problem solving and robust data analytical skills.

• Capable of distilling complex concepts into simple key messages and insights.

• Experience with financial planning tools (e.g. SAP, Hyperion Planning and Reporting, Tableau)

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

What will be nice to have?

• 7+ years of Insurance and/or Financial Services Industry experience.

• Strong understanding and experience in expense management.

• Proven experience communicating and presenting to leaders.

• Ability to work independently with minimum supervision and within a team.

• Knowledge of IFRS 17 and expense segmentation.

What 's in it for you?

• A competitive salary and bonus program, based on market scale

• A flexible group insurance program starting on your first day of work to meet your needs and those of your family.

• Time off that allows you to focus on the moments that matter most. 20 vacation days per year.

• Our Share Ownership Program gives you the opportunity to invest in Sun Life while benefiting from employer matching contributions.

• We are proud to be included in Great Place to Work's 2025 list of Canada's Best Workplaces.

• A warm, supportive, and inclusive culture.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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