Planning & Reporting Analyst, Global Expense Management

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About the role

  • Planning & Reporting Analyst overseeing $14B in expenditures at Sun Life. Collaborating with Business Group partners to provide actionable financial insights and reporting.

Responsibilities

  • Collaborate with Business Group partners to develop consolidated expense reporting variance analysis and actionable insights to senior leaders
  • Coordinate key expense components of the annual Strategic Plan and Business Plan deliverables, including budgeting and forecasting activities
  • Execute on our digitization and automation expense priorities, leveraging technical capabilities and a continuous improvement mindset
  • Lead ad-hoc requests from senior leadership and multiple stakeholders, delivering complete, well-supported analysis with strong ownership and a high sense of urgency
  • Build strong relationships with Corporate and Business Group partners

Requirements

  • 2+ years of experience in accounting, financial analysis, planning & reporting, or expense management within a global organization
  • 2+ years of experience analyzing financial and operational data, drawing sound conclusions and making informed recommendations that drive business decisions
  • Bachelor’s degree in Business, Accounting, Finance, Economics or a related field
  • Attention to detail to ensure accurate internal and external reporting
  • Strong communication skills with the ability to translate complex financial information at the executive level in a compelling, succinct and diplomatic manner
  • Ability to manage through complexity and ambiguity with a ‘can-do’ attitude and ownership mindset
  • Excellent multitasking, prioritization, and time management skills

Benefits

  • 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

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$60,000 - CA$97,000 per year

Degree requirement

Bachelor's Degree

Location requirements

HybridTorontoCanada

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