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    Senior Financial Analyst, Individual Expense Management - Waterloo, Canada - Sun Life

    Sun Life
    Sun Life Waterloo, Canada

    6 days ago

    Default job background
    Full time
    Description

    Job Description

    :

    The Investment Solutions Individual 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 Investment Solutions, other Canadian Business Units and Canadian and Corporate Finance.

    The Senior Financial Analyst, a key member of the Expense Management team, will be responsible for the completion of the monthly/quarterly expense reporting, leading the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting any associated financial analysis. The role is a key contributor in driving expense insights, identifying savings opportunities and providing analysis and expense consulting to senior management.

    Reporting to the Director, Investment Solutions Individual Expense Management, and working closely with all members of the 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 Investment Solutions organization, as well as other key business units (eg. Canadian Finance, Canadian Operations, Client Experience Office (CXO), RA&S Financial Portfolio Management, etc).

    What will you do ?

  • Identify and explain true cost drivers of results and tell the story effectively
  • Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business model
  • Understand and effectively communicate results to various levels of management
  • Work with Investment Solutions Business partners to manage project expenses, monitor productivity and be a change agent
  • Prepare monthly and quarterly views of expenses and key measures
  • Lead all expense components of the annual planning cycle (strategic/business planning/budget), including training budget managers, as necessary
  • Develop expense forecasts for management areas and key initiatives, including analysis of seasonality of expenses

    • What do you need to succeed?

  • Accounting designation (CPA, CMA, CA)
  • 5-7 years of accounting experience with at least one year of expense experience
  • Strong analytical and problem solving skills with attention to accuracy and details
  • Ability to explain difficult concepts to audiences of different levels of understanding
  • Excellent PC skills and hit the ground running experience with all of the following: MS Excel, Hyperion, including experience in building complex reporting models
  • Highly motivated with the ability to consistently seek out improvements to current processes
  • Resourceful, focused on independent thought and reviews prior to seeking help

    • Assets :

  • Knowledge of Insurance services and products and related market segments
  • Expense, cost center mana and planning experience
  • Tableau experience

    • Notes/Unique Requirements:

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

    What's in it for you?

  • Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
  • contributions.
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Flexible hybrid work model
  • 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
  • We're honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work Canada
  • Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the CorporateKnights' 2023
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