Intermediate Financial Analyst

Sun Life • Waterloo, ON

2d • CA$60,000 - CA$97,000 • Hybrid

About The Position

The Retail Advice & Solutions (RA&S) Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance. The Intermediate Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for preparing monthly/quarterly journal entries, the completion of monthly/quarterly expense and gain/gap reporting including variance analysis, participating in the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting the associated financial analysis. Reporting to the Director, Expense Management and working closely with all members of the RA&S Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the RA&S organization, as well as, other key business units (eg. Canadian Finance, Canadian Operations, Client Experience Office (CXO), Agile Portfolio Management (APM), etc).

Requirements

• CPA designation or enrolled in accounting designation program (CPA)
• Strong analytical and problem solving skills with attention to accuracy and details
• Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
• Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
• Strong ability to manage multiple deliverables while driving desired results
• Proven ability to build and maintain successful relationships with business partners
• Excellent PC skills (MS Excel, Oracle, SAP, Essbase/Hyperion, Tableau) including experience in building reports
• Highly motivated with the ability to consistently seek out improvements to current processes
• Work independently with minimal supervision

Nice To Haves

• Knowledge of IFRS 17
• Knowledge of Insurance services and products and related market segments
• Expense and planning experience

Responsibilities

• Preparation of month end journal entries and account reconciliations ensuring accuracy and completeness
• Prepare monthly/quarterly views of expense, unit cost (gain/gap) and other key measures including variance analysis and commentary
• Perform monthly financial analysis of select Retail Advice & Solutions areas
• Participate in the expense and unit cost plan and budget processes, including loading inputs and analyzing results for accuracy and completeness
• Analyze unit costs and understand key drivers of these unit costs
• Analyze key drivers of costs including strategic initiatives and provide input to business decisions
• Develop relationships with key business partners with the goal of understanding the underlying business model
• Participate in, and assist with, the explanation of results of expense studies as needed
• Develop ad hoc financial reports from business requirements as supplied
• Support ad hoc expense projects as required

Benefits

• Flexible Benefits from the day you join to meet the needs of you and your family
• The opportunity to move along a variety of career paths with amazing networking potential

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed