Senior Financial Analyst at Sun Life in Toronto, ON

Job description

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. 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. Job Description: Sun Life Canada’s Operations Expense Management function provides first line of defense support to its business partners as well as consolidation, analytics and reporting of the business’ expenses on a monthly and quarterly basis. As part of a dynamic team of Finance professionals, the Senior Financial Analyst will assist in furthering the financial planning and analysis agenda with a strong focus on consolidation, detailed planning and variance analysis, creating and maintaining financial models, understanding key cost drivers and influencing people in the organization to optimize operational expenditures. This role will be part of the critical transformation of Finance from purely a reporting and planning function to a Trusted Financial Advisor to the business. What will you do? Consolidation & Annual Planning · Coordinate monthly forecasts and annual and strategic planning cycles to support consolidation across Operations Expense Management · Consolidate business unit submissions, validate completeness and accuracy, and investigate material variances, risks and opportunities · Coordinate planning timelines, assumptions, templates and inputs with Finance partners to support consistent and timely submissions · Prepare consolidated expense outlooks, roll-forwards and management reporting that clearly communicate key drivers and changes from prior cycles · Maintain consolidation models, planning files and process documentation, and identify opportunities to improve controls, efficiency and data quality Reporting & Analysis · Hands on role that builds and improves financial models/processes to support monthly and quarterly reporting · Analyze expense trends to drive management action to optimize operating expenses · Utilize data driven models to report outcomes for financial and non-financial metrics including value added commentary and insights Planning · Support the expense budgeting, forecasting, strategic plan and annual plan process · Demonstrated ability to develop expense roll forwards from cycle to cycle Finance Transformation · Ability to recognize and implement continuous improvements · Ability to document financial models and processes to enable repeatable and sustainable processes Other · Build strong partnerships with business leaders and become a trusted financial advisor · Lead/support ad hoc financial analysis/consulting as required (e.g. expense studies, cost benefit analysis etc.) · Understand, and be able to explain to business partners, common charges and Sun Life expense management process What do you need to succeed? · Financial designation with strong preference for CPA or MBA with commensurate experience · 5+ years of financial planning, reporting and analysis experience; preferably in Financial Services · Proficient in MS Office Suite (Excel, Word, PowerPoint) · Knowledge of various data management tools (i.e. Tableau, Python, etc.) · Financial modeling experience · Expense management experience ideal · Cur