Jobs
>
Kitchener

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

    Sun Life
    Sun Life Waterloo, Canada

    2 weeks ago

    Default job background
    Temps plein
    Description

    Description

    de poste:

    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

    • L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement du candidat sélectionné et d'autres facteurs. En plus du salaire de base, les employés admissibles de la Financière Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe.

    Depuis toujours, la diversité et l'intégration sont au cœur des valeurs de la Financière Sun Life. Nous croyons qu'un effectif diversifié ayant des points de vue variés et des idées créatives est avantageux pour nos clients, pour les collectivités où nous exerçons nos activités, ainsi que pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.

    Les personnes handicapées ayant besoin de mesures d'adaptation pour présenter leur candidature et celles qui doivent consulter les offres d'emploi sur un support de substitution peuvent envoyer leur demande par courriel à l'adresse ''.

    À la Sun Life, nous voulons créer un environnement de travail flexible où nos employés sont outillés pour donner le meilleur d'eux-mêmes. Nous offrons plusieurs options de travail flexibles selon les exigences du poste et les besoins individuels. N'hésitez pas à en discuter pendant le processus de sélection.

    Nous remercions tous les candidats de l'intérêt manifesté pour ce poste. Nous ne communiquerons qu'avec les personnes qui auront été retenues pour passer une entrevue.

    Échelle salariale:

    76,000/ ,000/125 000

    Catégorie d'emploi :

    Finances

    Fin de l'affichage :

    21/05/2024
  • Manulife

    Manager, Canada Segment Expenses

    1 week ago

    Manulife Waterloo, Canada Full time

    Job Description · As Manager, Canada Segment Expenses and trusted advisor to the business, you will have an opportunity to use your strong background in planning reporting and analysis, and knowledge of the Canadian business, to support the strategic management of all Canadian S ...

  • Sun Life

    Senior Financial Analyst, Individual Expense Management

    2 weeks ago

    Sun Life Waterloo, Canada Full time

    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 ...

  • University of Waterloo

    Financial Coordinator

    2 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · **Term: 2 years** · The Centre for Education in Mathematics & Computing (CEMC) is Canada's largest and most recognized outreach organization for promoting and creating activities and materials in mathematics and computer science and is housed within the Faculty of Mat ...

  • University of Waterloo

    Financial and Administrative Coordinator

    2 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · The Financial and Administrative Coordinator is responsible for research and administrative activities in the Department of Geography and Environmental Management. They are the key point of contact for · financial and procurement support. The coordinator manages the o ...

  • University of Waterloo

    Financial Coordinator

    3 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · **Term: 2 years.** · The Financial Coordinator (Coordinator) is responsible for all research and administrative activities of an assigned group of faculty members and research groups in the Department of Mechanical & Mechatronics Engineering (MME). They are the key po ...

  • University of Waterloo

    Financial Coordinator

    3 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · The Financial Coordinator (Coordinator) is responsible for all research and administrative activities of an assigned group of faculty members and research groups in the Department of Mechanical & Mechatronics Engineering (MME). They are the key point of contact for fi ...

  • University of Waterloo

    Faculty Financial Coordinator

    3 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · Under the general guidance of the Faculty Financial Officer, the Faculty Financial Coordinator ('FFC') is responsible for making or facilitating purchases on behalf of clients identified, particularly student teams and students involved in Capstone or other projects. ...

  • University of Waterloo

    Financial Coordinator

    3 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · **Term: 18 months.** · The Financial Coordinator (Coordinator) administers post-award research funding and operating financial activities of an assigned group of faculty members and research groups in Electrical & Computer Engineering (ECE). The Coordinator provides g ...

  • University of Waterloo

    Financial Coordinator

    3 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · The Financial Coordinator (Coordinator) administers post-award research funding and operating financial activities of an assigned group of faculty members and research groups in Electrical & Computer Engineering (ECE). The Coordinator provides guidance and financial s ...

  • Definity Financial Corporation

    Business Admin Assistant

    1 week ago

    Definity Financial Corporation Waterloo, Canada

    Job ID : 6675 · Category : Finance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Waterloo, Canada · Definity includes some of Canada's most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insura ...

  • University of Waterloo

    Financial Officer

    2 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · The Financial Officer is responsible for the day-to-day administration of financial matters and for the provision of financial reports and analyses that support the effective and efficient management of departmental finances. This includes all operating, research, tru ...

  • Region of Waterloo

    Financial Coordinator

    3 weeks ago

    Region of Waterloo Kitchener, Canada

    Our Story: · Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving, and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by delivering qu ...

  • University of Waterloo

    Administrative & Financial Coordinator

    2 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · The Administrative & Financial Coordinator is responsible for administrative, facility, financial, and technical support activities within the Math Faculty Computing Facility (MFCF). Administrative & Financial Coordinator reports to the director and provides advice an ...

  • Region of Waterloo

    Financial Coordinator

    1 week ago

    Region of Waterloo Kitchener, Canada

    **Job Req ID**:629**Department**:Provincial Offences Court AdministrationFinancial Coordinator (Provincial Offences Court Administration) · **Our Story**: · - Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving ...

  • MEDA

    Accounts Payable Coordinator

    3 weeks ago

    MEDA Waterloo, Canada

    **Position Summary** · The Accounts Payable Coordinator position exists to help MEDA achieve its mission. Specifically, the Accounts Payable Coordinator provides organizational support to achieve MEDA's financial and compliance requirements. The Accounts Payable Coordinator helps ...

  • Raymond James Financial

    Administrative Assistant

    2 weeks ago

    Raymond James Financial Waterloo, Canada

    **Administrative Assistant** · Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Waterloo Office. Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services ...

  • Wilfrid Laurier University

    Administrative Assistant

    2 weeks ago

    Wilfrid Laurier University Waterloo, Canada

    **Date**:Jul 12, 2023 · **Location**: Waterloo, CA · **Company**:Wilfrid Laurier University · **Department**: Faculty of Science · **Job Type**: Continuing · **Full-time/Part-time**: Full Time (>=1249 hrs/year) · **Campus**: Waterloo · **Reports to**:Senior Administrative Officer ...

  • Sun Life

    Executive Administrative Assistant, Marketing and

    1 week ago

    Sun Life Waterloo, Canada

    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 inspir ...

  • Equitable Life of Canada

    Avp, Individual Finance, Policy Tax and Inforce

    3 weeks ago

    Equitable Life of Canada Waterloo, Canada

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth ...

  • University of Waterloo

    Financial Officer, Future Cities Institute

    3 weeks ago

    University of Waterloo Waterloo, Canada

    Overview: · **This position is contingent on funding.** · **Responsibilities**: · Budget, Reporting and Financial Planning · - Develop the FCI's annual operating budget in consultation with the Managing Director · - Provide confidential advice and strategies relating to financial ...