Summer finance intern supporting Manulife’s Canadian real estate finance group. Conducting valuation, underwriting, credit analysis, modeling, and investment research.
About the role
- Senior Financial Analyst supporting Sun Life Canada’s expense consolidation, forecasting and reporting. Building financial models and advising business leaders to optimize operational expenditures.
Responsibilities
- Coordinate monthly forecasts and annual and strategic planning cycles to support consolidation across Operations Expense Management
- Consolidate business unit submissions, validate completeness and accuracy, and investigate material variances, risks and opportunities
- Coordinate planning timelines, assumptions, templates and inputs with Finance partners
- Prepare consolidated expense outlooks, roll-forwards and management reporting
- Maintain consolidation models, planning files and process documentation
- Build and improve financial models and processes for monthly and quarterly reporting
- Analyze expense trends to optimize operating expenses
- Report outcomes for financial and non-financial metrics with commentary and insights
- Support expense budgeting, forecasting, strategic planning and annual planning
- Implement continuous improvements and document repeatable financial models and processes
- Build partnerships with business leaders and act as a trusted financial advisor
- Lead or support ad hoc financial analysis and consulting, including expense studies and cost-benefit analysis
- Explain common charges and Sun Life expense management processes to business partners
Requirements
- Financial designation with strong preference for CPA or MBA with commensurate experience
- 5+ years of financial planning, reporting and analysis experience; preferably in Financial Services
- Proficient in MS Office Suite (Excel, Word, PowerPoint)
- Knowledge of various data management tools (i.e. Tableau, Python, etc.)
- Financial modeling experience
- Expense management experience ideal
- Experience building executive-level presentation and content
- Ability to thrive in a fast-paced environment with multiple competing priorities
- Strong financial analysis, reporting and presentation skills
- Ability to work both independently with minimal supervision and within a team environment
- 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 mental health support
- Choice and flexibility to work from both the office and virtually based on business, Client and employee needs
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