Business Analyst, Financial Management

Sun Life • Waterloo, ON

1d • CA$58,000 - CA$93,000 • Hybrid

About The Position

This role requires a strategic, analytically-minded professional who can transform complex compensation data into actionable insights for senior leadership. You'll combine strong technical capabilities with critical thinking to drive continuous improvement, identify process efficiencies, and support business decisions through rigorous financial analysis and reporting.

Requirements

• Bachelor's degree in Finance, Business, Math, or related field
• Strong Excel proficiency including ability to debug macros; ability to work with and derive insights from large, complex datasets
• Critical thinking, problem-solving, and attention to detail with strong analytical mindset
• Strong written and verbal communication skills, with ability to present complex information to senior leadership
• Experience with financial analysis, modeling, reporting, or related compensation/bonus program administration is an asset
• Ability to work independently with strong self-motivation and prioritization skills
• Willingness to work collaboratively with senior management (VP, AVP, RVP levels) and across business functions

Nice To Haves

• Exposure to and interest in AI tools and capabilities to help drive process innovation and efficiency

Responsibilities

• Develop, maintain, and manage Sales Incentive Plans (SIP), including monthly, quarterly, and annual payment cycles across several distinct programs
• Design and administer the GRS Partner Bonus program for intermediaries (advisors/brokers) to support retention and new sales incentives
• Extract, validate, and analyze SIP data from Salesforce and other sources; run reports to verify participant activities and credit toward targets; prepare quarterly statements and annual payments
• Create compensation insights, performance metrics, and reporting dashboards for Finance and Business Development Leadership teams
• Analyze GRS sales, terminations, retentions, pricing, and client profitability trends; support annual time studies and cost-to-service exercises
• Provide financial analysis, forecasting, and strategic support for compensation program assessments and business planning initiatives
• Support BD/Finance annual planning to ensure alignment of SIP targets, initiatives, and deliverables
• Present findings and recommendations to senior leadership to inform strategic planning, business cases, and ad hoc requests

Benefits

• 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
• Wellness programs that support the three pillars of your health – mental, physical and financial

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level