Financial Planning Expense Management Lead

Sun Life Financial

Drive annual planning and quarterly forecasts at Sun Life using expense analysis, financial modelling, and gain/gap insights. Work in a hybrid environment.The Manager, Expense Management, is a key member of Retail Advice & Solutions Expense Management. You will lead gain/gap components of strategic planning, business planning, budgets, and forecasts for insurance and wealth. Your analysis will inform senior management and support effective decisions across Canadian business units.Key Responsibilities:
Lead gain/gap components of annual planning and quarterly forecastsCalculate and analyze unit costs by product groupPerform financial modelling and assigned expense analysesCollaborate on Individual Insurance and Wealth performance analysisSupport expense deep dives when requiredRequirements:
Five to seven years of accounting experienceExpense and planning experience preferredStrong analytical and problem-solving capabilitiesExcellent prioritization across multiple deliverablesExperience building reports with Excel and HyperionApply financial planning, expense management, and gain/gap expertise while supporting Sun Life’s insurance and wealth businesses.
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