Director, Enterprise Financial Modeling & Strategy

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

Reporting to the AVP, Enterprise Finance Analysis & Initiatives, this role will work on diverse range of strategy execution, research and analysis, and coordination in support of the Chief Financial Officer. The successful candidate will also provide support in the modelling of merger and acquisition opportunities (M&A) and generate supporting documentation and returns analysis through collaboration with relevant functional/business technical experts, to support Go/No-Go decisions.

As a key member of the Enterprise Finance team, the successful candidate will work closely with Corporate Development, Corporate Capital, Business Group M&A teams, and key Corporate/Business partners, as required. This includes the coordination and communication with various partners on financial and valuation aspects of M&A projects.

What will you do?

• Create, review, and challenge financial models to evaluate target company valuations and expected returns to Sun Life from M&A opportunities

• Collaborate with relevant internal/external groups to model complex acquisition structures and to develop returns analysis in support of the Executive Team’s review of risk and return expectations from M&A opportunities. This will include engaging with Capital, Tax, Accounting Policy, BG and BU Finance teams, Corporate Development and third-party advisors.

• Proactively identify assumptions and areas of judgement underpinning financial forecast, communicate potential issues and recommend clear solutions and mitigants

• Support and manage a variety of cross enterprise initiatives (primarily related to M&A) under the executive sponsorship of the Chief Financial Officer, support includes financial/business analysis, internal & external research or analysis, process design and provide meaningful information in response to issues / questions raised

• Maintain, enhance, and develop company-wide M&A best practices, metrics, operating guidelines and taxonomy

• Provide support to business partners in understanding the M&A operating P&L and valuation models and coordination of deliverables and CFO presentations

• Assist in the preparation of presentation materials for Executive Team and Board consumption including complex financial analysis

• Support the drafting, coordination and approval of (i) request for approval and (ii) business case review and approval

• Assist in drafting of accounting memos and related internal documentation resulting from M&A transaction structuring and related corporate activities

What do you need to succeed?

• Education - Business, Math, Economics or Finance degree.

• Credentials - Finance, accounting or valuation credentials preferred (e.g. CPA, CFA, CBV etc.)

• Experience - Progressive experience in financial planning & analysis, transaction services, investment banking, private equity, or corporate development

• Career progression - demonstrated track record of increasing responsibility and advancement, reflecting strong performance and impact

• Financial modelling - Proficiency building, auditing, and managing complex models preferred. Strong attention to detail.

• Strong and oral communication skills. Experience preparing executive and/or board materials is an asset.

• Intellectual curiosity - a demonstrated desire to understand business drivers, industry dynamics, technology tools, and emerging trends to inform better decision-making and improve efficiency of operations

• Comfort with ambiguity and constantly changing priorities in a fast-paced environment. Navigating uncertainty with sound judgement, adaptability, and a solutions-oriented mindset.

• Integrity and discretion - ability to handle confidential and market-sensitive information with professionalism

• Strong business acumen, technical financial acumen and analytical skill set - ability to absorb information quickly on a variety of complex issues (financial and non-financial) and summarize key issues or concerns and identify common themes and trends

• Strong prioritization and organizational skills - ability determine what is important and most value add, self-motivated and demonstrates initiative with the ability to work in an unstructured environment

• Leadership and Partnership - Ability to partner effectively with a broad range of stakeholders

• Industry knowledge - preference will be given to knowledge and experience with one or more of Sun Life’s business types (Wealth and Asset Management, Individual Insurance and Group Insurance)

• Willingness and ability to deliver top quality work over under tight deadlines. Travel is not expected.

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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