Senior Financial Analyst, Individual Expense 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.

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 Global Investments is where ambition meets opportunity. Our culture is built on working smarter, solving problems together and embracing fresh perspectives to drive meaningful outcomes for our Clients, business partners and colleagues.

The Investment Solutions Expense Management team provides timely, accurate and actionable financial insights to support effective decision-making across Investment Solutions, Canadian Finance, Canadian Operations and other key partner teams. The team is accountable for expense planning and forecasting, financial reporting, cost transparency, governance and analysis that helps leaders understand business performance and manage resources effectively.

As Senior Financial Analyst, Finance, Investment Solutions, you will play a key role in delivering expense analytics, forecasting support, business planning, financial reporting and strategic analysis. This role offers the opportunity to work closely with senior leaders and cross-functional partners, challenge business results, identify cost drivers and savings opportunities, strengthen financial controls and use data and technology to deliver clear, actionable insights. The successful candidate will bring strong analytical judgment, curiosity, attention to detail and a continuous improvement mindset.

What will you do?

• Deliver clear financial analysis and reporting that explains expense results, key cost drivers, emerging trends and business implications.

• Lead expense components of the annual planning, forecasting and budget processes, including coordination with business partners and support for management review.

• Prepare monthly and quarterly expense reporting, analysis and commentary for senior leaders and key stakeholders.

• Develop expense forecasts for management areas, key initiatives and project spend, including analysis of seasonality, run-rate trends and forecast risks or opportunities.

• Partner with Investment Solutions business areas to manage project expenses, monitor productivity, assess savings opportunities and support effective resource decisions.

• Build and maintain strong relationships with finance, business and operational partners to understand the underlying business model and provide practical expense insights.

• Translate complex financial information into clear insights and recommendations for finance and non-finance audiences.

• Identify and implement process improvement opportunities by applying a strong understanding of systems, data flows, controls and recurring reporting processes.

• Support audit, governance and control requirements through accurate reporting, analysis and documentation.

What do you need to succeed?

• Professional accounting designation with a related university degree.

• 5–7 years of accounting or finance experience, including experience with expense management, planning, forecasting or financial analysis.

• Strong financial analysis, forecasting, modelling and business-partnering skills, with the ability to connect data, business drivers and strategic priorities.

• Strong analytical and problem-solving skills, with a high degree of accuracy, attention to detail and sound judgment.

• Strong communication skills, with the ability to explain complex information clearly to both finance and non-finance audiences.

• Advanced Microsoft Excel skills and experience building complex reporting models; experience with Hyperion or other planning and reporting tools is an asset.

• Proven ability to organize, prioritize and make sound decisions in a fast-paced environment where priorities can shift quickly.

• Demonstrated passion for improving processes, strengthening controls and driving sustainable change.

• Collaborative mindset and the ability to build trusted relationships with internal partners and senior stakeholders.

• Curiosity, initiative and comfort using technology to simplify work, improve accuracy and create more capacity for insight.

Assets:

• Knowledge of individual investment products, asset management, distribution channels or insurance products.

• Expense, cost centre management, allocation methodology or business planning experience.

• Tableau, SAS EG, Power BI or other reporting and analytics tool experience.

• Experience supporting financial governance, audit requirements or control documentation.

What's in it for you?

• A collaborative, supportive and inclusive team environment where people are encouraged to bring forward ideas, challenge the status quo and learn from one another.

• Meaningful work that connects financial analysis to business decisions, expense discipline, strategic planning and Client-focused outcomes.

• Opportunities to use data, automation and reporting tools to simplify work, improve insights and help shape the future of finance within Investment Solutions.

• Exposure to senior leaders and cross-functional partners across Investment Solutions, Finance, Operations and other key business areas.

• A culture that supports continuous learning, career development, flexibility and wellbeing.

• Flexible hybrid work model and the opportunity to move along a variety of career paths with strong networking potential.

• The opportunity to contribute to a purpose-driven organization focused on helping Clients and Employees achieve lifetime financial security and live healthier lives.

#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.

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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