Financial Planner developing holistic plans for affluent clients and supporting Sun Life’s insurance and financial services advisors. Delivering regional training and driving holistic planning growth.
About the role
- Senior Financial Analyst managing expense planning, forecasting and reporting for Sun Life’s investment solutions. Delivering actionable insights, controls and savings analysis to senior leaders.
Responsibilities
- Deliver financial analysis and reporting explaining expense results, cost drivers, trends and business implications
- Lead expense components of annual planning, forecasting and budget processes
- Coordinate with business partners and support management review
- Prepare monthly and quarterly expense reporting, analysis and commentary for senior leaders and stakeholders
- Develop expense forecasts for management areas, initiatives and project spend
- Analyze seasonality, run-rate trends and forecast risks or opportunities
- Partner with Investment Solutions business areas to manage project expenses and monitor productivity
- Assess savings opportunities and support effective resource decisions
- Build relationships with finance, business and operational partners
- Translate complex financial information into clear insights and recommendations
- Identify and implement process improvements involving systems, data flows, controls and recurring reporting
- Support audit, governance and control requirements through accurate reporting, analysis and documentation
Requirements
- Professional accounting designation with a related university degree
- 5–7 years of accounting or finance experience, including expense management, planning, forecasting or financial analysis
- Strong financial analysis, forecasting, modelling and business-partnering skills
- Strong analytical and problem-solving skills, accuracy, attention to detail and sound judgment
- Strong communication skills for finance and non-finance audiences
- Advanced Microsoft Excel skills and experience building complex reporting models
- Experience with Hyperion or other planning and reporting tools is an asset
- Ability to organize, prioritize and make sound decisions in a fast-paced environment
- Process improvement, control strengthening and sustainable change experience
- Ability to build trusted relationships with internal partners and senior stakeholders
- Curiosity, initiative and comfort using technology to simplify work
- Knowledge of individual investment products, asset management, distribution channels or insurance products is an asset
- Expense, cost centre management, allocation methodology or business planning experience is an asset
- Tableau, SAS EG, Power BI or other reporting and analytics tool experience is an asset
- Experience supporting financial governance, audit requirements or control documentation 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, career development, flexibility and wellbeing
- Flexible hybrid work model
- Variety of career paths with strong networking potential
- Purpose-driven organization focused on lifetime financial security and healthier lives
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