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Financial Portfolio Manager - Toronto, Canada - Sun Life

Sun Life

Verified Company

Toronto, Canada

1 month ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

The Retail Advice & Solutions Financial Portfolio Manager understands Key Initiative (project) portfolio budgets and planning, how aligning our key initiatives portfolio funding to strategy is a critical step in driving outcomes, and is laser-focused on the details.

Working directly with the AVP, Agile Portfolio Management and in close collaboration with finance partners, this role is accountable for managing portfolio financials across all 3 of our RA&S business verticals, including annual planning, change requests, governance updates, reporting, and maintaining the financial book of record.

This role is key in driving actions and decisions to keep portfolio spend on target throughout the year, and instrumental in building and evolving our portfolio financials processes and reporting to keep pace with Agile ways of working.

What will you do?

Know the numbers, analyze trends, provide valuable insight to inform leadership conversations, and drive decisionmaking to keep alignment of portfolio investments to strategy
Build, maintain, and publish the financial book of record for RA&S portfolios on an effective cadence to drive decisionmaking
Manage the creation of frontline forecasting, planning, and reporting of initiative

- and persistent team financials, including supporting monthly, quarterly, and annual reporting deliverables with finance partners

Interface with agile teams weekly to understand the nature of portfolio spend, discuss trends, and plan coursecorrections when needed
Manage the change request process for the RA&S portfolio
Create and deliver team communications for ongoing priorities, including financials activities, new processes, changes to existing processes
Work with adhoc team members to lead or support problemsolving, and to gain team alignment ahead of key decisions.
Create high quality presentation material for our executive team that deliver critical insights and steer conversations to the issues that matter
Support the AVP, Agile Portfolio Management by actively participating in key events and ceremonies with leadership and governance groups

What do you need to succeed?

Domain Expertise:

Experience in successfully managing portfolio or large program/project financials
Background in economics, finance or business administration
History of process ownership, continual process improvement and lean process design
Exposure to scaled agile or lean portfolio management

Agile Experience:

3+ years in Lean portfolio or Agile portfolio management is preferred
LPM, PMP certification is a strong asset

Individual Skills:

Strong financial analysis and reporting skills, combined with an exceptional communications skillset
Experience building dashboards and reports that identify and surface key insights to inform decisions
Intermediate to advancedlevel excel and presentation skills
Processoriented, with an attention to detail and information quality
Ability to lead and manage multiple projects concurrently
A desire to commit to and get things done, and the initiative to take the lead and drive to resolution
Ability to adjust shifting priorities and manage through ambiguity
The ability to effectively influence people to all levels in a fastmoving environment
Able to build a sense of trust and rapport that creates a comfortable & effective workplace
Brings a highenergy and passionate outlook to the job and can influence those around them
Outcomefocused and resultdriven

What's in it for you?

Working together, sharing common values, and encouraging growth & achievement
Flexible Benefits from the day you join to meet the needs of you and your family.
We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
Join one of our many Inclusion Networks. These voluntary, employeeled groups are dedicated to creating connection, fostering inclusivity, and building community.
Charitable giving through our You Give, We Give program lets you give back to your community and in many cases, we'll match your contributions.

#LI-Hybrid

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements an