Senior Financial Analyst

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:

Sun Life Canada’s Expense Management function provides first line of defense support to its business partners as well as consolidation, analytics and reporting of the business’ expenses on a monthly and quarterly basis. As part of a dynamic team of Finance professionals, the Senior Financial Analyst will assist in furthering the financial planning and analysis agenda with a strong focus on detailed planning and variance analysis, creating and maintaining financial models, understanding key cost drivers and influencing people in the organization to optimize operational expenditures. This role will be part of the critical transformation of Finance from purely a reporting and planning function to a Trusted Financial Advisor to the business.

Do you have a curious nature with a passion for investigative analysis, business impact and continuous improvement? Read on to learn more!

What will you do?

• Build and improve financial models/processes to support monthly and quarterly reporting

• Analyze expense trends to drive management action to optimize operating expenses

• Utilize data driven models to report outcomes for financial and non-financial metrics including value added commentary and insights

• Support the expense budgeting, forecasting, strategic plan and annual plan process

• Construct expense rollforwards from cycle to cycle

• Document financial models and processes to enable repeatable and sustainable processes

• Build strong partnerships with business leaders and become a trusted financial advisor

• Lead and support ad hoc financial analysis/consulting as required (e.g. expense studies, cost benefit analysis etc.)

• Understand and explain to business partners common charges and Sun Life expense management process

What do you need to succeed?

• Financial designation with strong preference for CPA or MBA

• 5+ years of financial planning, reporting and analysis experience; preferably in Financial Services

• Financial modeling experience & expense management experience ideal

• Proficient in MS Office Suite (Excel, Word, PowerPoint)

• Knowledge of various data management tools (i.e. Tableau, Python, etc.)

• Experience building executive-level presentation and content

• Ability to recognize and implement continuous improvements

• Ability to thrive in a fast-paced environment with multiple competing priorities

Preferred Skills:

• Results oriented and critical thinking - high sense of ownership

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

• Curious mindset and comfortable with ambiguity and change

• Strong teamwork and collaboration skills

• Strong relationship management skills with a focus on client orientation; including excellent interpersonal and communication skills (both oral and written)

• Analytical thinking - designs/orchestrates use of financial and business analytics for decision making

• Problem solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance

• Demonstrated strength and ability to design and implement processes and standards

• Strong prioritization and organization skills -- capable of meeting deadlines in a high-performance environment

• Strong financial analysis, reporting and presentation skills

Notes/Unique Requirements

Some overtime will be required during peak reporting periods

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 2025 Best Workplace in Canada by Great Place to Work® Canada

• Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2024

#LI-Hybrid

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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