Systems Analyst, Finance Transformation and Initiatives

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:

The Systems Analyst, Finance Transformation and Initiatives, is a key contributor within Sun Life’s Corporate Finance team. This role supports the quarterly external and internal financial reporting processes, with a particular focus on data integration supporting Corporate and Business Group (BG) reporting. The successful candidate will work within a cross-functional finance and technology team responsible for the governance and enhancement of the systems supporting Sun Life’s “last mile” reporting ecosystem.

This position is primarily responsible for the day-to-day support and maintenance of the Longview and Workiva platforms, which are used to centralize, enrich, and report financial data across multiple business areas. The role also provides support to the Product Owner, Finance Transformation & Initiatives on strategic projects and process improvement efforts.

What will you do?

• Provide daily operational support for the Longview Close and Workiva platforms, including data enrichment, reporting workflows, and user assistance.
• Triage and prioritize incoming requests from finance teams, ensuring timely and accurate resolution.
• Participate in project teams focused on onboarding new reporting areas and implementing system enhancements, adhering to tight development timelines.
• Act as a liaison between business and IT teams to support the implementation, maintenance, and enhancement of financial systems.
• Collaborate with technical, accounting, and business stakeholders to maintain and improve existing reporting deliverables and controls.
• Contribute to business-as-usual (BAU) activities, including application maintenance, documentation, and user support.
• Identify and execute process improvement initiatives in collaboration with cross-functional teams, fostering a culture of continuous improvement.
• Document existing and new business processes.
• Design and develop reporting templates and data integrations.
• Coordinate with IT teams to manage and deliver user requests.
• Perform development work within Workiva’s data management suite.
• Provide end-user training and support as required.

What do you need to succeed?

• 2+ years of experience working with Finance systems
• University degree or college diploma in Finance, Mathematics, Information Technology, or a related discipline.
• Familiarity with programming languages such as SQL, Python, and/or VBA.
• Demonstrated interest in financial systems, data integration, and process improvement.
• Experience with SharePoint Online site design and maintenance.
• Advanced proficiency in Microsoft Office 365, particularly Excel (experience with Pivot Tables/V-look ups.)
• Strong verbal and written communication skills, with the ability to tailor messaging for technical and non-technical audiences.
• High attention to detail and a commitment to accuracy.
• Ability to work independently and collaboratively within a global, multi-site team to drive outcomes.
• Strong organizational, planning, and time management skills.
• Ability to learn and adapt quickly to new technologies, systems, and business concepts.
• A continuous improvement mindset and a proactive approach to problem-solving.

Preferred Skills:

• Experience working in both business and IT environments is considered an asset.
• Experience with Workiva’s Data Management suite or Longview Close is an asset.
• Experience with project management/tracking software. Ex. JIRA

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 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.

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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