Senior Financial Analyst, SLH Expense Management

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Sun Life Health (SLH) Expense Management Team play a vital role in providing financial advice and support to Sun Life Health leaders identifying risks and opportunities to drive expense optimization and recommending corrective actions to ensure Sun Life Health leaders are executing against their financial goals and strategies.

This highly visible role is a key member of the Sun Life Health Expense Management Team accountable for expense reporting, forecasting, deep dive analysis and value-added insights as well as supporting strategic and annual planning and various expense initiatives.

The Senior Financial Analyst reporting to the Manager will be responsible for the completion of the monthly and quarterly expense reporting including leading the month-end close activities and preparing consolidated summaries with deep dive analysis to present key highlights, risks and opportunities to senior leaders. This role will also be involved in forecasting, budgeting, strategic and business planning, various ad hoc analysis and expense related initiatives.

What will you do?

• Lead and support reporting, forecasting, deep dive analysis and value-added insights on SLH operating expenses

• Lead month-end close activities and collaborate with functional teams and support areas in analysis for value added insights on consolidated operating expense results

• Manage monthly review meetings with functional leaders including preparing materials to effectively communicate results

• Partner with functional leaders and support areas on rolling forecasts

• Support strategic and annual planning and budgeting processes

• Build and maintain strong and effective partnerships with key stakeholders across the business and in support areas

• Support various ad hoc analysis and expense related initiatives as required

What do you need to succeed?

• Financial designation (CPA, CFA)

• Superior analytical and critical thinking skills

• Strong attention to detail

• Strong prioritization, organization and time-management skills with ability to manage multiple priorities

• Ability to deliver under tight timelines

• Results oriented with the ability to negotiate and influence outcomes

• Excellent written and communication skills

• Strong relationship management and teamwork skills

• Capable of distilling complex concepts into simple key messages and insights

• Strong PC skills (MSOffice Suite, SharePoint, SAP, Hyperion, Tableau)

Preferred:

• 5+ years of work experience in the Insurance or Financial Services Industry

• Experience in financial planning, reporting, forecasting and deep dive analysis

• Experience communicating and presenting to leaders

• Ability to work independently with minimum supervision and within a team

• Knowledge of IFRS 17 and expense segmentation

What’s in it for you?

• A caring, supportive, and inclusive culture.

• Great Place to Work® award for Best Workplaces for #HybridWork

• Recognized as a 2024 Best Workplaces in Ontario by Great Place to Work® Canada

• Canada Award for Excellence for Mental Health at Work.

• Flexible Benefits from the day you join to meet the needs of you and your family.

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

• Pension, stock and savings programs to help build and enhance your future financial security.

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

12/02/2025