Director, Financial Planning - Old Toronto, Canada - Sun Life

Sun Life Old Toronto, Canada

2 weeks ago

Description

Job Description

The **Director, Financial Planning & Analytics, Investment Solutions (FP&A)** is responsible for developing financial and strategic plan projections for Individual Wealth and producing monthly forecasts. Additionally, they will develop and support the analysis of financial strategies to meet and exceed financial targets, while also assisting in the quarterly business review process.

By owning the income forecast, business and strategic plan, as a successful candidate, you will collaborate closely with senior management and other internal and external teams within Investment Solutions Finance. You will conduct advanced analyses, challenge business results, and utilize learnings from actual results and assumptions for projections to provide insightful business analysis for forecasting and explaining results.

What You Will Do

Develop Financial and Strategic Plan Drivers of Earnings (DOE) analysis for Individual Wealth for Plan and Forecast, including earnings/CSM/capital projections.
Lead the process, assumptions, modeling, and communication of income results for forecasting, business plan, and strategic plan across all investment solutions products.
Collaborate closely with ALM to understand and present quarterly investment results.
Work closely with ALM, Canada Risk, and valuation partners to monitor and propose actions to manage Individual Wealth income.
Support Individual Wealth strategic initiatives by reviewing and validating financial projections and associated benefits in business cases.
Motivate and lead a high-performing team.
Build relationships with business partners in Valuation, Expense, SLGI Reporting, ALM, Pricing, Canadian Finance, and other teams to influence forecast, plan, and strategic plan outcomes.
Conduct adhoc analyses as required.

What You Need to Succeed

FCIA or FSA designation, or CPA, with a minimum of 5 years' insurance experience. Experience in the Wealth industry would be beneficial.
Experience in actuarial valuation and/or risk management is advantageous.
Strong technical, analytical, and problem-solving skills.
Effective influence and negotiation skills.
Experience with Axis software is advantageous.
Demonstrate a team-first approach and collaborate effectively across multiple teams and departments.
Creative thinker with a drive for action.
Excellent verbal and written communication skills.
Commitment to quality and meeting crucial deadlines.
Proven track record in leading and developing teams and direct reports.

What's in it for You?

Experience an environment of continuous learning and improvement, a supportive working environment, and a culture of collaboration within high-performance teams. We are dedicated to fostering an inclusive and respectful environment to ensure all employees have the opportunity to reach their full potential.

Our unique Sabbatical Program offers the chance to take up to 6 weeks off every five years. We are honored to be acknowledged as a company with a highly trusted executive team by Great Place to Work Canada. Sun Life is globally recognized as one of the 2023 Global 100 Most Sustainable Corporations in the World by Corporate Knights.

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