Senior Expense Management Analyst

Job Description

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.

As a Senior Expense Management Analyst, you will be a part of the Employee Benefits Expense Management team. This position will support the monthly close process while working with various departments to strengthen internal processes within the business unit, ensuring accurate efficient expense operations. The Senior Expense Management Analyst will also look for process improvement opportunities through automation and will support the continued need for more robust reporting capabilities.

• Support successful month-end close through booking accurate accounting entries/accruals and maintaining account reconciliations.
• Performs analysis on monthly expenses efficiently and accurately to explain drivers of variances in management reporting.
• Maintain cost center hierarchy structures in SAP and Smart View.
• Coordinate and support accounts payable and procurement processes as needed.
• Support management reporting for assigned areas within the Group Benefits Business Unit.
• Prepare department headcount reporting and Workday changes.
• Follows and develops monthly controls as appropriate.
• Coordinate with the business unit functions to develop the annual 5-year strategic planning cycle, annual expense budget cycle, and ongoing forecast processes for assigned areas.
• Coordinate with Central Finance on budget processes and timelines.
• Conducts ad hoc analysis to identify drivers and impact of expense movements.
• Working with accounts payable and procurement to process invoices and create POs as needed, while monitoring actual activity and accruing expenses accordingly.
• Help identify potential expense savings through pro‑active analysis.
• Support other analysts on the team by researching expense items throughout month‑end close.
• Build out unit cost and productivity metrics for the Group Benefits business unit.

• Ability to work with a diverse group of people.
• Strong Excel and presentation skills.
• Proficiency in/exposure to Essbase, Hyperion Planning, Tableau, and SAP or comfortable quickly learning new technologies.
• Demonstrate ability to work in a deadline‑oriented environment managing multiple priorities and deadlines.
• Ability to identify issues or opportunities and summarize data to present findings & recommendations.
• Detail‑oriented and focused on accuracy.
• Strong communication and interpersonal skills.
• High level of integrity.
• Bachelor's degree in finance or an equivalent quantitative field.
• 3+ years of Expense Management experience.
• Knowledge of the insurance and financial services industry a plus.

$78,000 - $117,000

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business.

We are dedicated to creating a work environment where everyone is rewarded for their contributions.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life. At Sun Life, we prioritize your well‑being with comprehensive benefits, including generous vacation and sick time, market‑leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer‑funded retirement…