Intermediate Financial Analyst

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:

The Retail Advice & Solutions (RA&S) Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance.

The Intermediate Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for preparing monthly/quarterly journal entries, the completion of monthly/quarterly expense and gain/gap reporting including variance analysis, participating in the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting the associated financial analysis.

Reporting to the Director, Expense Management and working closely with all members of the RA&S Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the RA&S organization, as well as, other key business units (eg. Canadian Finance, Canadian Operations, Client Experience Office (CXO), Agile Portfolio Management (APM), etc).

What will you do?

• Preparation of month end journal entries and account reconciliations ensuring accuracy and completeness

• Prepare monthly/quarterly views of expense, unit cost (gain/gap) and other key measures including variance analysis and commentary

• Perform monthly financial analysis of select Retail Advice & Solutions areas

• Participate in the expense and unit cost plan and budget processes, including loading inputs and analyzing results for accuracy and completeness

• Analyze unit costs and understand key drivers of these unit costs

• Analyze key drivers of costs including strategic initiatives and provide input to business decisions

• Develop relationships with key business partners with the goal of understanding the underlying business model

• Participate in, and assist with, the explanation of results of expense studies as needed

• Develop ad hoc financial reports from business requirements as supplied

• Support ad hoc expense projects as required

What do you need to succeed?

• CPA designation or enrolled in accounting designation program (CPA)

• Strong analytical and problem solving skills with attention to accuracy and details

• Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding

• Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities

• Strong ability to manage multiple deliverables while driving desired results

• Proven ability to build and maintain successful relationships with business partners

• Excellent PC skills (MS Excel, Oracle, SAP, Essbase/Hyperion, Tableau) including experience in building reports

• Highly motivated with the ability to consistently seek out improvements to current processes

• Work independently with minimal supervision

Assets:

• Knowledge of IFRS 17

• Knowledge of Insurance services and products and related market segments

• Expense and planning experience

Notes/Unique Requirements:

Overtime will be required during peak periods (month-end, quarter-end, plan and budget)

What's in it for you?

• 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

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®,  for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

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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