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.

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.

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.

What will you do?

Reporting & Analysis Hands on role that builds and improves 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

Planning

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

Demonstrated ability to develop expense roll forwards from cycle to cycle

Finance Transformation Ability to recognize and implement continuous improvements

Ability to document financial models and processes to enable repeatable and sustainable processes

Other

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

Lead/support ad hoc financial analysis/consulting as required (e.g. expense studies, cost benefit analysis etc.)Understand, and be able to 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 with commensurate experience5+ years of financial planning, reporting and analysis experience; preferably in Financial Services Proficient in MS Office Suite (Excel, Word, PowerPoint)
Knowledge of various data management tools (i.e. Tableau, Python, etc.)Financial modeling experience Expense management experience ideal

Curious nature with a passion for investigative analysis, business impact and continuous improvement

Exceptional communication skills, both written and verbal

Experience building executive-level presentation and content

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

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…