Sun Life
Sun Life
Sun Life is a global financial services company headquartered in Toronto, Canada. Founded in 1865, it provides insurance, investment, financial advice, wealth, health, and asset management solutions for individuals, businesses, and institutions. Sun Life operates across North America, Asia, and Europe, combining financial services with health-focused offerings while emphasizing sustainability, diversity and inclusion, and community impact. Its broad business supports teams working across finance, healthcare, consulting, and related services.

Senior Financial Analyst, Toronto (Hybrid)

Senior Financial Analyst at Sun Life supporting operational expense consolidation, planning, forecasting, and reporting. Develops financial models and provides insights to help business leaders manage and optimize expenses.

Description

  • Manage monthly forecasting and annual and strategic planning cycles for Operations Expense Management consolidation
  • Consolidate business-unit submissions, verify completeness and accuracy, and assess material variances, risks, and opportunities
  • Align planning schedules, assumptions, templates, and inputs with Finance partners
  • Produce consolidated expense outlooks, roll-forwards, and management reports
  • Maintain consolidation models, planning files, and process documentation
  • Find ways to strengthen controls, improve efficiency, and enhance data quality
  • Develop and refine financial models and processes for monthly and quarterly reporting
  • Evaluate expense trends to inform management decisions and optimize operating costs
  • Apply data-driven models to report financial and non-financial metrics with clear commentary and insights
  • Support expense budgeting, forecasting, strategic planning, and annual planning activities
  • Deliver continuous improvements and document financial models and processes
  • Develop strong relationships with business leaders and act as a trusted financial advisor
  • Lead or contribute to ad hoc financial analysis and consulting, including expense studies and cost-benefit assessments
  • Explain common charges and Sun Life’s expense management processes to business partners

Requirements

  • Hold a financial designation, with a strong preference for CPA or an MBA plus comparable experience
  • Bring at least 5 years of experience in financial planning, reporting, and analysis, preferably in financial services
  • Demonstrate proficiency with Microsoft Office, including Excel, Word, and PowerPoint
  • Understand data management tools such as Tableau and Python
  • Have experience with financial modeling
  • Bring expense management experience, ideally
  • Communicate exceptionally well in writing and verbally
  • Have experience preparing executive-level presentations and content
  • Work effectively in a fast-paced environment with competing priorities
  • Show strong ownership, results orientation, and critical-thinking ability
  • Translate complex concepts into clear key messages and actionable insights
  • Work comfortably amid ambiguity and change
  • Demonstrate strong teamwork, collaboration, relationship management, and client-service skills
  • Apply analytical thinking and business analytics to decision-making
  • Use problem-solving and root-cause analysis techniques
  • Design and implement processes and standards
  • Prioritize and organize work effectively
  • Demonstrate strong financial analysis, reporting, and presentation capabilities
  • Work independently with minimal supervision and contribute effectively within a team
  • Be available for some overtime during peak reporting periods

Benefits

  • Access varied career paths and extensive networking opportunities
  • Receive flexible benefits from your first day to support you and your family
  • Work in an inclusive and respectful environment
  • Be part of a culture that supports employee well-being and positive workplace experiences
  • Use hybrid office and virtual work arrangements based on business, client, and employee needs

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