Financial Analyst supporting financial planning, budgeting, forecasting, and reporting. Building models and translating business data into actionable insights for growing businesses.
About the role
- Finance automation manager transforming Sun Life’s global Finance operations with AI and process automation. Leading consulting engagements, solution delivery and measurable value realization.
Responsibilities
- Lead end-to-end transformation engagements from discovery and current-state assessment through solution design, delivery and value realization
- Identify and shape high-impact AI use cases that change how Finance works
- Assess and map current-state Finance processes, uncover root causes and design business-focused solutions
- Collaborate with Finance teams and developers to define requirements and evaluate automation and AI tools
- Partner with Agile development teams and business partners to create user stories and prioritized backlogs
- Track benefits across the pipeline and delivered solutions to demonstrate measurable value
- Advise internal clients by presenting engagement status, solution options, demos, recommendations and outcomes
- Lead validation and testing of financial and analytical results
- Manage multiple concurrent initiatives while balancing priorities, scope and timelines
Requirements
- Professional Accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5–7 years of related industry experience
- Consulting experience in management, technology or finance transformation, ideally serving financial institutions or insurance companies
- Experience with client engagement, scoping, solution design and delivering change initiatives
- Hands-on skills applying AI in finance, including GenAI, Agentic AI, Copilot, prompt design and AI-driven automation
- Advanced Excel and Power Query skills required
- Experience with VBA and VBS is an asset
- Strong working knowledge of GenAI, Agentic AI, Power Apps, Power Automate, Amazon Quick and RPA
- Exceptional written and verbal communication and presentation skills
- Strong organization and project management skills, with ability to lead multiple engagements
- Excellent problem-solving, analytical and relationship management skills
- Strong attention to detail, initiative and willingness to learn
- Genuine interest in process improvement, automation and process efficiency
Benefits
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- Inclusive and respectful environment
- Employee well-being and mental health support
- Hybrid work flexibility from the office and virtually
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