Planning & Reporting Analyst, Global Expense Management

Sun Life • Waterloo, ON

3d • CA$60,000 - CA$97,000 • Hybrid

About The Position

Sun Life’s Corporate Expense Management team works to oversee the management of more than $14B of annual expenditures. The team works closely with key Digital, Business and Technology Solutions (DBTS) and corporate finance areas and each of Sun Life’s Business Groups to support the completion of critical financial deliverables and activities. These include reporting and analysis of quarterly and annual expense numbers; planning, budgeting and forecasting of expense values; and the creation and execution of expense control and governance frameworks.

Requirements

• 2+ years of experience in accounting, financial analysis, planning & reporting, or expense management within a global organization
• 2+ years of experience analyzing financial and operational data, drawing sound conclusions and making informed recommendations that drive business decisions
• Bachelor’s degree in Business, Accounting, Finance, Economics or a related field
• Attention to detail to ensure accurate internal and external reporting
• Strong communication skills with the ability to translate complex financial information at the executive level in a compelling, succinct and diplomatic manner
• Ability to manage through complexity and ambiguity with a ‘can-do’ attitude and ownership mindset
• Excellent multitasking, prioritization, and time management skills

Nice To Haves

• Experience working in the insurance industry or a large financial institution is an asset
• Working knowledge of relevant applications is an asset (Hyperion, SAP, Longview, Workiva, Tableau)

Responsibilities

• Collaborate with Business Group partners to develop consolidated expense reporting variance analysis and actionable insights to senior leaders
• Coordinate key expense components of the annual Strategic Plan and Business Plan deliverables, including budgeting and forecasting activities
• Execute on our digitization and automation expense priorities, leveraging technical capabilities and a continuous improvement mindset
• Lead ad-hoc requests from senior leadership and multiple stakeholders, delivering complete, well-supported analysis with strong ownership and a high sense of urgency
• Build strong relationships with Corporate and Business Group partners

Benefits

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• 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
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• 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