Senior Financial Analyst, Financial Planning & Analytics

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. At Sun Life, we're driven by our

Purpose:

helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Sun Life Global Investments is where ambition meets opportunity. Our culture is built on working smarter, solving problems together and embracing fresh perspectives to drive meaningful outcomes for our Clients, business partners and colleagues.

The Investment Solutions Finance team provides financial planning, expense management, business analytics and decision support across Investment Solutions. As Senior Financial Analyst, Finance, Investment Solutions, you will work across both the Expense Management and Financial Insights teams, providing analytics, forecasting, reporting and business case support that helps leaders make informed decisions and achieve strategic objectives. This hybrid role offers a unique opportunity to develop expertise across expense management, business performance analytics, dashboard development, strategic planning and financial modelling.

You will work closely with senior leaders and cross-functional partners to deliver actionable insights, improve processes and support key business initiatives. The successful candidate will bring strong analytical judgment, curiosity, attention to detail and a continuous improvement mindset.

• Lead forecasting, analysis and monitoring of management expenses, project spend and business initiatives.
• Prepare monthly and quarterly expense reporting, variance analysis and commentary for business and finance leaders.
• Support annual planning, forecasting and budget processes, including coordination with business partners and management review.
• Identify expense drivers, forecast risks and opportunities, and recommend actions to improve financial performance.

• Develop and maintain dashboards, KPI reporting and analytical tools that support business decision‑making.
• Perform business case modelling and financial analysis for strategic initiatives, product launches and business opportunities.
• Analyze trends across assets under management, sales, productivity and business performance metrics.
• Partner with stakeholders to define data requirements and enhance reporting capabilities.

• Support incentive compensation modelling, monitoring and governance activities.
• Identify and implement process improvements through automation, technology and enhanced analytics.
• Prepare reporting and analysis to support audit, governance and control requirements.
• Translate complex financial information into actionable insights and recommendations.

• CPA designation (or equivalent) with relevant finance experience.
• 5-7 years of experience in finance, FP&A, business analytics or accounting.
• Strong financial modelling, forecasting and analytical skills.
• Experience developing dashboards, business cases and executive reporting.
• Advanced Excel and data visualization skills (Tableau, Power BI or similar).
• Strong communication and stakeholder management skills.
• Ability to manage multiple priorities and deliver high‑quality results in a fast‑paced environment.
• Curious, collaborative and committed to continuous improvement.
• Knowledge of investment management, distribution or sales compensation is an…