Director, Financial Planning & Analysis

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:

About the role

We are seeking a dynamic and experienced Director for our Corporate Segment division. Reporting to the Assistant Vice President, this key leadership role will drive financial discipline across Corporate Functions, oversee financial planning and analysis, and provide strategic insights to Business Partners. The ideal candidate will lead a team in delivering critical financial reporting, analysis, and cost optimization initiatives. This position offers an exciting opportunity to impact our organization's financial performance, collaborate with senior leaders, and contribute significantly to Sun Life's long-term success. The role demands a strategic thinker with strong financial acumen, leadership skills, and the ability to drive continuous improvement in financial processes and systems.

What you'll be doing

• Act as a strategic financial advisor to senior leaders in corporate functions, driving financial discipline in Corporate expenses and strategic initiatives.

• Oversee the annual budgeting, long-term strategic planning, and forecasting processes for Corporate expenses to align with company goals.

• Consolidate Corporate Functions expenses and deliver reporting on budgets, forecasts and quarterly performance, articulating into key messages and performance drivers.

• Analyze financial data to identify trends, risks, and opportunities, providing data-driven insights to support strategic decision-making and target setting.

• Lead the Corporate annual allocation processes, communicate updates and impacts through the Business Partner Statements to internal clients across the enterprise.

• Evaluate financial projections and assumptions in business cases and investment proposals, and balance investment decisions with performance targets

• Manage, mentor, and develop 5-6 team members, promoting a culture of continuous learning, collaboration, and professional growth.

• Drive improvements in processes, systems, and tools to enhance efficiency, accuracy, and data capabilities.

• Establish, monitor, and enforce internal controls and procedures to safeguard company assets and ensure compliance with financial regulations and oversee internal and external control walkthroughs

What you'll need to succeed

• Problem Solving: Ability to address complex issues across multiple stakeholders concurrently at the Corporate level

• Strategic Thinking: Ability to connect financial plans to forward-looking business objectives and growth initiatives.

• Communication: Excellent ability to communicate complex financial information clearly and concisely to both finance and non-finance stakeholders.

• Change Agent: Strong ability to be drive change and operate in a fast paced environment

• Strong interpersonal, influencing and team work activity

• Attention to detail at multiple layers in expense management framework

• Advanced skills in Microsoft Office

• Experience with Hyperion Planning and Reporting, Tableau applications is an asset

• Finance and accounting designation (CPA, etc.) with 8-10 years of Insurance and/or Financial Services industry experience

What's in it for you:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

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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