Business Analyst, Financial 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:

This role requires a strategic, analytically-minded professional who can transform complex compensation data into actionable insights for senior leadership. You'll combine strong technical capabilities with critical thinking to drive continuous improvement, identify process efficiencies, and support business decisions through rigorous financial analysis and reporting.

• Develop, maintain, and manage Sales Incentive Plans (SIP), including monthly, quarterly, and annual payment cycles across several distinct programs

• Design and administer the GRS Partner Bonus program for intermediaries (advisors/brokers) to support retention and new sales incentives

• Extract, validate, and analyze SIP data from Salesforce and other sources; run reports to verify participant activities and credit toward targets; prepare quarterly statements and annual payments

• Create compensation insights, performance metrics, and reporting dashboards for Finance and Business Development Leadership teams

• Analyze GRS sales, terminations, retentions, pricing, and client profitability trends; support annual time studies and cost-to-service exercises

• Provide financial analysis, forecasting, and strategic support for compensation program assessments and business planning initiatives

• Support BD/Finance annual planning to ensure alignment of SIP targets, initiatives, and deliverables

• Present findings and recommendations to senior leadership to inform strategic planning, business cases, and ad hoc requests

• Bachelor's degree in Finance, Business, Math, or related field

• Strong Excel proficiency including ability to debug macros; ability to work with and derive insights from large, complex datasets

• Critical thinking, problem-solving, and attention to detail with strong analytical mindset

• Strong written and verbal communication skills, with ability to present complex information to senior leadership

• Exposure to and interest in AI tools and capabilities to help drive process innovation and efficiency

• Experience with financial analysis, modeling, reporting, or related compensation/bonus program administration is an asset

• Ability to work independently with strong self-motivation and prioritization skills

• Willingness to work collaboratively with senior management (VP, AVP, RVP levels) and across business functions

What's in it for you?

• Drive change.  Apart from regular deliverables, there will be opportunities to work on projects and influence change

• 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

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

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative, and inclusive culture

#LI-Hybrid

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].

We 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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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

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