Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Senior Financial Analyst supporting Sun Life Investment Solutions’ forecasting, expense management and financial insights. Building dashboards, models and reporting for strategic business decisions.
Responsibilities
- Lead forecasting, analysis and monitoring of management expenses, project spend and business initiatives
- Prepare monthly and quarterly expense reporting, variance analysis and commentary
- Support annual planning, forecasting and budget processes
- Identify expense drivers, forecast risks and opportunities, and recommend actions to improve financial performance
- Develop and maintain dashboards, KPI reporting and analytical tools
- Perform business case modelling and financial analysis for strategic initiatives, product launches and business opportunities
- Analyze trends across assets under management, sales, productivity and business performance metrics
- Partner with stakeholders to define data requirements and enhance reporting capabilities
- Support incentive compensation modelling, monitoring and governance
- Identify and implement process improvements through automation, technology and enhanced analytics
- Prepare reporting and analysis for audit, governance and control requirements
- Translate complex financial information into actionable insights and recommendations
Requirements
- CPA designation (or equivalent) with relevant finance experience
- 5–7 years of experience in finance, FP&A, business analytics or accounting
- Strong financial modelling, forecasting and analytical skills
- Experience developing dashboards, business cases and executive reporting
- Advanced Excel and data visualization skills (Tableau, Power BI or similar)
- Strong communication and stakeholder management skills
- Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment
- Curious, collaborative and committed to continuous improvement
- Knowledge of investment management, distribution or sales compensation is an asset
Benefits
- Collaborative, supportive and inclusive team environment
- Meaningful work connected to business decisions and strategic planning
- Opportunities to use data, automation and reporting tools
- Exposure to senior leaders and cross-functional partners
- Continuous learning and career development
- Flexibility and wellbeing support
- Hybrid work with flexibility to work from the office and virtually
- Incentive plans for eligible employees, with discretionary payments based on individual and company performance
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