Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, reporting, and risk management. Supporting faculties and service units through financial analysis and process improvements.
About the role
- Senior Financial Analyst supporting Sun Life Canada’s expense planning, reporting and financial transformation. Building models, analyzing cost drivers and advising business leaders.
Responsibilities
- Build and improve financial models and processes supporting monthly and quarterly reporting
- Analyze expense trends to drive management action and optimize operating expenses
- Use data-driven models to report financial and non-financial metrics with commentary and insights
- Support expense budgeting, forecasting, strategic planning and annual planning processes
- Develop expense roll-forwards from cycle to cycle
- Recognize and implement continuous improvements
- Document financial models and processes for repeatable and sustainable operations
- Build partnerships with business leaders and serve as a trusted financial advisor
- Lead or support ad hoc financial analysis and consulting, including expense studies and cost-benefit analyses
- Explain common charges and Sun Life’s expense management process to business partners
Requirements
- 5+ years of financial planning, reporting and analysis experience, including budgeting, expense management and variance analysis
- Preferably experience in Financial Services
- Financial designation with strong preference for CPA or MBA with commensurate experience
- Exceptional written and verbal communication skills
- Experience building executive-level presentation and content
- Analytical thinking and use of financial and business analytics for decision making
- Strong relationship management and client orientation
- Strong prioritization and organization skills; ability to meet deadlines in a fast-paced, high-performance environment
- Proficient in MS Office Suite – Excel, Word, PowerPoint
- Project reporting and project governance experience is an asset
- Experience with data management tools such as Tableau, Planview, Python, Hyperion, etc.
- Results-oriented and critical thinking with a high sense of ownership
- Ability to distill complex concepts into simple key messages and insights
- Curious mindset and comfort with ambiguity and change
- Problem-solving skills and curiosity for root cause analysis
- Some overtime required during peak reporting periods
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 positive work culture
- Choice and flexibility to work from both the office and virtually based on business, Client and employee needs
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