Senior Financial Analyst

Sun Life • Toronto, ON

1d • CA$80,000 - CA$128,000 • 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 Senior Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for the completion of the monthly/quarterly expense reporting, leading the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting any associated financial analysis. The role is a key contributor in driving expense insights, identifying savings opportunities and providing analysis and expense consulting to senior management. Reporting to the Director, Expense Management, RA&S 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 Retail Advice & Solutions organization, as well as, other key business units (eg. Canadian Finance, Canadian Operations & Client Experience Office (CXO).

Requirements

• Accounting designation (CPA, CMA, CGA, CA)
• 5-7 years of accounting experience
• Strong analytical and problem solving skills with attention to accuracy and details
• Strong verbal and written communication skills with an ability to explain difficult concepts to audiences of different levels of understanding
• Strong ability to manage multiple deliverables while driving desired results
• Proven ability to build and maintain successful relationships with business partners
• Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
• Excellent PC skills (MS Excel, Hyperion, Tableau) including experience in building reports
• Highly motivated with the ability to consistently seek out improvements to current processes

Nice To Haves

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

Responsibilities

• Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business model
• Partner with key business partners to ensure alignment of strategic goals across Retail Advice & Solutions
• Investigate and analyze drivers of costs including strategic initiatives
• Provide input to business decisions including identifying expense savings opportunities
• Understand and effectively communicate results to various levels of management
• Manage monthly business partner forums and quarterly results meetings
• Prepare monthly and quarterly views of expenses and key measures
• Lead all expense components of the annual planning cycle (strategic/business planning/budget), including training budget managers, as necessary
• Develop expense forecasts for management areas, including analysis of seasonality of expenses
• Participate in and support expense deep dives, as needed
• Mentor and coach staff, where applicable, to encourage development and support transfer of knowledge
• 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: Senior
• Education Level: No Education Listed