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Kitchener

    Director, Reporting - Waterloo, Canada - Sun Life

    Sun Life
    Sun Life Waterloo, Canada

    3 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    As a key member of the Retail Advice & Solutions finance team, the Director Reporting & Analysis will work independently and collaboratively with members of Retail Advice & Solutions within the business and finance & actuarial, Canadian Finance, Distribution, and Operations to deliver financial information, analysis and insights with outcome based results.

    This role will be required to pivot easily between competing strategic priorities with a strong focus on relationship management and delivery of deep insights on drivers and outcomes. In addition, this role will also be required to balance the operational & analytical requirements of internal & LIMRA sales reporting for the Retail Advice & Solutions business related to Insurance products.

    The scope and scale of this role requires a high level of strategic focused mindset, analytical insight, and operational efficiency. This role requires presence in our Waterloo office on a regular basis.

    What will you do:

  • Overall responsibility for complete, accurate and timely monthly/quarterly/annual internal & LIMRA sales reporting for Insurance products accompanied by strong analysis of sales results
  • Serve as a point person in discussions with the user groups of sales data, in order to determine best practices and deliver value added information efficiently and effectively
  • Support Plan & Forecasting process & influence outcomes by collaborating with business partners to ensure relevant & insightful results
  • Ownership for development of overall quarterly QBR package including coordination with various contributors & crafting of insights
  • Distribution reporting & analysis for SLFD & IID distribution channels, including Prospr reporting & Retail Wealth Enablement
  • Responsible for Competitive Intelligence reporting as it relates to the Canadian Individual Insurance & Wealth (as relevant to SLFD) businesses for various competitors
  • Provide leadership and support for strategic projects/initiatives and develop processes and controls to incorporate results into efficient and effective operational procedures as applicable
  • Frequent interaction with senior and executive management, including formal presentation requirements
  • Champion and support creative solutions that focus on continuous improvement in the spirit of Finance Re-Imagined
  • Communicate effectively with senior management and ensure issues are raised and addressed in a timely manner

    • What do you need to succeed:

  • Strong Individual Insurance product knowledge
  • Proficient in Microsoft Office tools (Excel, Word, Powerpoint, Sharepoint)
  • Experience with financial reporting tools (Longview, Hyperion, SAP)
  • Business knowledge and experience related to insurance and/or financial services industry
  • Post secondary education in Business, Finance or similar discipline and holds a higher level of education, preferably a professional accounting/finance designation with 7+ years of relevant experience in a senior financial role
  • Excellent relationship management skills with the ability to collaborate with a diverse group of stakeholders across the organization
  • Excellent verbal and written communication skills with an ability to explain difficult issues to audiences of different levels of understanding
  • Excellent problem solving and analytical skills to support data-driven decision making
  • Effective and strong leadership abilities to gain momentum through direct & indirect influence
  • Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment
  • Experience in sourcing and working with large data sets to identify key insights and opportunities to enhance business performance.

    • What's in it for you:

  • Flexible hybrid work model
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative and inclusive culture
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience
  • Competitive salary and bonus structure influenced by market range data
  • A common sense dress code, where you decide how you dress based on your day
  • The opportunity to move along a variety of career paths with amazing networking potential
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