Senior project advisor guiding Desjardins’ complex strategic initiatives and cross - sector projects. Coordinating resources, advising executives, and delivering projects on time and budget.
About the role
- Project Portfolio Analyst supporting financial planning and portfolio management at Sun Life. Collaboration with finance and delivery teams for accurate reporting and portfolio data management.
Responsibilities
- Support the Director, Business Portfolio Management with ongoing activities such as financial reporting, annual forecasting, strategic planning, and ceremony/meeting execution.
- Support monthly and quarterly portfolio financial activities, including expense review, variance analysis, cost allocation validation, forecast support, and reconciliation across portfolio tracking tools and Finance inputs.
- Partner with Finance, PMs, Journey/Platform teams, and delivery stakeholders to clarify portfolio data, resolve discrepancies, support reporting, and ensure portfolio information remains current and reliable.
- Assist with regular stakeholder meetings via preparing agendas, sourcing pre-read material, managing conflicts, and documenting and following up on actions.
- Support other day-to-day portfolio management ad-hoc tasks.
- Work with Journey and Platform owners to maintain and update portfolio roadmaps, help prioritize deliverables and manage backlogs.
- Create and deliver stakeholder communications for ongoing priorities, including status updates, roadmap, dependencies, pressure points and key decisions requiring alignment.
Requirements
- 3–5 years of experience supporting financial planning, expense tracking, forecasting, variance analysis, cost allocation, reporting, and reconciliation activities.
- 3–5 years of experience supporting portfolio management, financial analysis, business operations, or project coordination.
- University degree or college diploma, preferably in Business, Commerce, Accounting, Finance, or a related discipline, combined with relevant work experience.
- Proficient Excel skills are required, including the ability to build and maintain pivot tables, analyze large data sets, and support financial/portfolio reporting; experience with PowerPoint is also desired.
- Excellent communication skills, both verbal and written, with a proven ability to partner and build relationships across teams and stakeholder groups.
- High attention to detail and commitment to data quality, with the ability to identify inconsistencies, reconcile information across sources, and follow through to resolution.
- Proven flexibility, adaptability, and creativity to meet deadlines and manage competing priorities.
- Outcome-focused and results-driven.
- Strong analytical, planning, and organizational skills, combined with strong business sense.
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
- 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
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