Analyst Finance Senior

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Group Retirement Services (GRS) Finance team is responsible for providing accurate and timely financial information to enable effective management decision-making, working in partnership with our business partners in GRS and the Client Solutions Center (CSC), as well as other Business Units in Canada, including Canadian Finance.

The Senior Financial Analyst will oversee all expense management functions for the CSC and assist with GRS analysis. This includes completion of the monthly/quarterly expense reporting deliverables, playing a key role in the expense planning/forecast process, coordinating the yearly budget, and providing ad-hoc expense related analysis. The Senior Financial Analyst will also be instrumental in providing business and financial insights. Responsibilities include Client profitability management (Cost to Serve model), determining the financial viability of strategic initiatives, leading expense benchmarking and studies, creation of dashboards and reports, and ad hoc requests.

This role provides high exposure to all functional units in GRS and the CSC. They must have strong relationship building, an inquisitive mindset to draw financial insight, and critical thinking skills. Additionally, the candidate is expected to be flexible and able to adapt to a rapidly changing environment, challenging the status quo while respecting others, and maintaining a positive work environment.

Manage the annual Cost to Serve (CTS) model from data collection to report production and analysis of results

Lead the analysis of levers for profitability growth (fund, member and Client level)

Lead expense studies and industry benchmark surveys

Collaborate with data experts (finance and analytics resources) to build and extract appropriate and accurate data sets to support complex analyses of business results

Collaborate with other Finance areas to support and promote process integration and efficiencies

Present to senior management and BU partners where required

Prepare or assist in ad hoc analysis and projects as required by management

Minimum 5 years of business/accounting experience.

Strong financial analysis and model development skills

Experience with expense reporting and accounting

Excellent PC skills (Role utilizes tools such as: MS Office Suite, SAP, Tableau and Hyperion)

An accounting designation or Master’s degree is preferred.

Prefer experience with Activity Based Costing/Cost to Serve/Segmentation Reporting

20 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
• The opportunity to move along a variety of career paths with amazing networking potential

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

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. 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. 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 View email address on jobs.swagapp.com are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Finance Posting End Date: