Manager, External Reporting & 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:

Advance your career by joining a team who are as energetic, curious, and driven as you are!

You are on the elite External Reporting & Analysis team that delivers our core messaging to Senior Management, the Board of Directors, and ultimately to investors. Keys to success include effective collaboration with leaders at all levels in the organization, excellent communication skills, being highly motivated with a keen interest in continual learning and career development, strong analytical and problem-solving skills, as well as the ability to challenge the status quo.

Reporting to the Director, External Reporting & Analysis, this role supports the development and production of our external Earnings News Release, Management’s Discussion & Analysis, Supplementary Financial Information Package, and Annual Information Form. This role will work closely with various business partners to understand key analytical insights, allowing them to dive into complex issues to develop key messaging for external consumption and our leadership team. This role will also support the continued digitization of financial information and the transformation of our reporting process through effective deployment of technology.

We provide an environment where individual contributions are rewarded, teamwork is encouraged, objectives are clearly defined and where our core values are front and centre.

What will you do?

• Coordinate the input to and draft our external Earnings News Release, Management’s Discussion and Analysis, and Supplementary Financial Information Package (quarterly and annual), as well as the Annual Information Form (annual)

• Connect the big picture, understand the business, and manage complexity across deliverables

• Support the leadership team and other stakeholders to proactively identify, understand, and explain key messages, trends, and variances

• Partner with the various suppliers to understand complex transactions and overall financial impact

• Coordinate and participate in meetings with key stakeholders and business partners, including Senior Executives

• Monitor and benchmark key trends, issues, and best practices for public disclosure across our peers in the Financial Services and Insurance industries to continually enhance our external communication

• Monitor to ensure compliance with regulatory requirements are being met (including those from IFRS, OSC and SEC)

• Ensure strong internal controls and processes are in place

• Leverage tools and technology to improve processes and lead process improvement projects

What do you need to succeed?

• Professional designation (CPA, CFA) or equivalent with 5 years of Insurance or Financial Services industry experience

• Excellent written and verbal communication skills to effectively provide clear and concise messaging to internal and external stakeholders

• Strong technical, analytical, research, and problem-solving skills and acute attention to detail

• Experience and strong knowledge of SEC, OSC, OSFI and IFRS requirements for external disclosures

• Collaborative working style with strong interpersonal, influencing, and stakeholder engagement skills to partner with employees/leaders at all levels in the organization

• Ability to influence without authority

• Creative and innovative with the ability to recommend and implement improved processes

• Strong leadership skills with an ability to work across multiple functions and business groups

• Proficiency with Wdesk (or other similar external disclosure platform) and SharePoint/Office365 is an asset

What's in it for you?

• Learn the Business: From discussions with the best at Sun Life, learn what really matters to this business and how we manage the business drivers

• Exposure: Partner with senior level leaders in Corporate Finance, Business Group Finance and Actuarial, Tax, Capital/Treasury, Corporate Strategy, Corporate Actuarial and Corporate Risk

• Global Scope: You will work with business partners in Canada, the U.S., and Asia

• Be Appreciated: Your accomplishments and success will be recognized and appreciated

• Drive Change: We want to hear your great ideas on how to continually improve the content and the processes for Sun Life’s external disclosures

• Team: You will be part of a flexible and fun workplace

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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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