Intermediate Financial Analyst - Toronto, Canada - Sun Life

Sun Life

Verified Company

Toronto, Canada

6 days 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 (RA&S) 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 Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance.

The Intermediate Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for providing analysis to senior management on the overall expense management of the Retail Advice & Solutions Business Unit (formerly Insurance Solutions and SLFD), including providing expense gain/gap understanding to Individual Leadership, calculating and analyzing unit costs and leading the annual plan and budget process for a gain/gap perspective.

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

What will you do?**- Preparation of month end journals and account reconciliations

Prepare monthly/quarterly views of expense, unit cost (gain/gap) and other key measures
Perform monthly financial analysis of select Retail Advice & Solutions areas
Participate in the expense and unit cost plan and budget processes, including loading inputs and analyzing results for accuracy and completeness
Analyze unit costs and understand key drivers of these unit costs
Analyze key drivers of costs including strategic initiatives and provide input to business decisions
Develop relationships with key business partners with the goal of understanding the underlying business model
Participate in, and assist with, the explanation of results of expense studies as needed

What do you need to succeed?

CPA is an asset
Strong analytical and problem solving skills with attention to accuracy and details
Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
Strong ability to manage multiple deliverables while driving desired results
Proven ability to build and maintain successful relationships with business partners
Excellent PC skills (MS Excel, Oracle, SAP, Essbase/Hyperion, Tableau) including experience in building reports
Highly motivated with the ability to consistently seek out improvements to current processes
Work independently with mínimal supervision

Assets:

Knowledge of Insurance services and products and related market segments
Expense and planning experience

Notes/Unique Requirements:

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

What's in it for you?

15 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Great Place to Work Certified in Canada and the US.
Named 2021 "Best Places to Work" by Glassdoor
Canada Award for Excellence for Mental Health at Work 202
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

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 and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

51,100/ ,800/82 800

Job Category:

Finance

Posting End Date:

01/02/2023