Senior Financial Analyst, Individual 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:

The Investment Solutions Individual Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Investment Solutions, other Canadian Business Units and Canadian and Corporate Finance.

The Senior Financial Analyst, a key member of the Expense Management team, will be responsible for the completion of the monthly/quarterly expense reporting, leading the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting any associated financial analysis. The role is a key contributor in driving expense insights, identifying savings opportunities and providing analysis and expense consulting to senior management.

Reporting to the Director, Investment Solutions Individual Expense Management, and working closely with all members of the Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the Investment Solutions organization, as well as other key business units (eg. Canadian Finance, Canadian Operations, Client Experience Office (CXO), RA&S Financial Portfolio Management, etc).

What will you do?

• Identify and explain true cost drivers of results and tell the story effectively

• Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business model

• Understand and effectively communicate results to various levels of management

• Work with Investment Solutions Business partners to manage project expenses, monitor productivity and be a change agent

• Prepare monthly and quarterly views of expenses and key measures

• Lead all expense components of the annual planning cycle (strategic/business planning/budget), including training budget managers, as necessary

• Develop expense forecasts for management areas and key initiatives, including analysis of seasonality of expenses

What do you need to succeed?

• Accounting designation (CPA, CMA, CA)

• 5-7 years of accounting experience with at least one year of expense experience

• Strong analytical and problem solving skills with attention to accuracy and details

• Ability to explain difficult concepts to audiences of different levels of understanding

• Excellent PC skills and hit the ground running experience with all of the following: MS Excel, Hyperion, including experience in building complex reporting models

• Highly motivated with the ability to consistently seek out improvements to current processes

• Resourceful, focused on independent thought and reviews prior to seeking help

Assets:

• Knowledge of Insurance services and products and related market segments

• Expense, cost center mana and planning experience

• Tableau experience

Notes/Unique Requirements:

Overtime will be required during peak periods (month-end, quarter-end, plan and budget)

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year

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

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative, and inclusive culture

• We’re honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work® Canada

• Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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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