Manager, Expense Management
About The Position
Canadian Finance’s Expense Management team is a high-performing group, who are key business partners providing financial advice and support to Canada’s Business Units, Enablement Functions, Technology and Corporate teams. This team is accountable for Canada’s expense planning, budgeting, forecasting, reporting and analysis to drive expense management across Sun Life Canada and support strategic decisions. Reporting to the Director, Expense Management, this role is accountable for end-to-end expense management for Business Group Capital (BGC) and Canada Central Functions, including leading annual planning and budgeting, monthly/quarterly expense reporting, forecasting and chargebacks. This role is also collaborating with partners to address expense queries and provide value-added financial advice. The Manager will play a leadership role in driving a disciplined, efficient, and scalable reporting and planning process, while enhancing transparency, insights, and decision support for senior leadership. In addition, this role will also support the transformation of expense management in Canada through evolving reporting, elevating relevant insights and developing new frameworks, metrics and dashboards. Through extensive involvement with Canada’s Business Units, Enablement Functions, Technology and Corporate teams, the individual will develop a broad knowledge of all areas, financial and business drivers, and key performance indicators within Sun Life Canada. This position is also responsible for fostering and building a positive, engaging and inclusive team environment, that proactively anticipates business needs and recommends new opportunities and/or enhancements.
Requirements
- Accounting designation (CPA/CMA/CA/CGA)
- Proven experience in financial planning, budgeting and reporting within a complex organization
- Strong analytical skills with deep understanding of expense drivers and unit costs
- Excellent business partnering and stakeholder influence skills
- Demonstrated ability to manage ambiguity and drive alignment across multiple teams
- Superior written and verbal communication skills; ability to translate complex concepts into clear executive messaging
- Results-oriented self-starter with high ownership and sense of urgency; able to work with minimal supervision
- Strong attention to detail and commitment to continuous improvement
Nice To Haves
- 5+ years of Insurance and/or Financial Industry experience with direct experience in financial planning, budgeting, reporting, forecasting and deep dive analysis
- Strong understanding and experience in expense management including allocation process
- Proven collaboration and business partnering skills
- Curiosity mindset to understand results and influence expense opportunities
- Strong continuous improvement mindset with experience in automation or workflow optimization
- Experience in communicating and presenting to leaders
- Ability to work independently and within a team
- Strong PC skills with financial tools experience (e.g. Hyperion, SAP, Tableau, Workiva, Longview, etc.)
Responsibilities
- Lead end-to-end expense management for BGC and Canada Central Functions, ensuring accuracy, completeness and timeliness of results
- Own month-end and quarter-end reporting and forecasting, delivering clear, concise and executive-level insights
- Perform value-added variance analysis to identify key drivers, trends, risks, and opportunities, with actionable recommendations
- Lead annual budgeting and planning processes, including coordination of inputs, reviewing and alignment with business partners and stakeholders
- Building and maintaining strong partnerships with business leaders, providing financial advice, challenge, and decision support
- Manage cost allocation processes to Business units and Enablement Functions, ensuring transparency and accuracy
- Manage BGC expenses and BGC-funded initiatives, including tracking spend and benefits and ensuring alignment with approved fundings
- Identify and implement process improvements and automation opportunities to enhance efficiency
Benefits
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
