Director, Financial Planning & Analysis - Corporate Segment

Sun Life; Toronto; On-site; CAD 150,000 - 200,000; Full time

Job summary

A leading financial services provider in Toronto is seeking an experienced Director to join their Corporate Support division. The role focuses on driving financial excellence, overseeing budgeting, and leading a team. Ideal candidates will have 8-10 years of experience in the financial services industry and hold a CPA designation. This position offers a collaborative environment and opportunities for professional growth.

Benefits

Sabbatical Program

Care Days available

Recognition as a top workplace

Qualifications

• 8-10 years of experience in Insurance and/or Financial Services industry.
• Ability to drive change in a fast-paced environment.
• Strong interpersonal, influencing, and teamwork skills.

Responsibilities

• Oversee annual budgeting and long-term strategic planning processes.
• Consolidate financial data and provide actionable insights.
• Managed, mentored, and developed a team of 2 members.

Skills

Problem Solving

Strategic Thinking

Communication

Change Agent

Interpersonal Skills

Attention to Detail

Advanced skills in Microsoft Office

Education

Finance and accounting designation (CPA, etc.)

Tools

Hyperion Planning and Reporting

Tableau applications

Job description

About the role

We are seeking a dynamic and experienced Director to join our Corporate Support division at Sun Life. This key leadership role will report directly to the Assistant Vice President of the Corporate Segment and will be responsible for driving financial excellence across our corporate Support. The ideal candidate will oversee financial planning and analysis, provide strategic insights, and lead a team in delivering critical financial reporting and analysis. This position offers an exciting opportunity to impact our organization's financial performance, collaborate with senior leaders, and contribute to Sun Life's long-term success.

Responsibilities

• Oversee the annual budgeting, long-term strategic planning, and forecasting processes to align with company goals.
• Consolidate and build presentations on budgets, forecasts and quarterly performance reporting, translating complex financial data into actionable financial insights.
• Accountable for the Corporate Support P & L, partnering with Tax, Treasury, Actuarial and Investments teams on plan, forecast, financial performance and targets.
• Analyze financial data to identify trends, risks, and opportunities, providing data-driven insights to support strategic decision-making.
• Meet with Corporate senior leaders to provide quarterly reporting and analysis which form the input into the external MD&A.
• Partner with senior members of the Actuarial team on delivering the reporting and analysis on the sources of earnings for Corporate Support.
• Manage, mentor, and develop 2 team members, promoting a culture of continuous learning, collaboration, and professional growth.

Qualifications

• Problem Solving: Ability to address complex issues across multiple stakeholders concurrently at the Corporate level.
• Strategic Thinking: Ability to connect financial plans to forward-looking business objectives and growth initiatives.
• Communication: Excellent ability to communicate complex financial information clearly and concisely to both finance and non-finance stakeholders.
• Change Agent: Strong ability to drive change and operate in a fast paced environment.
• Strong interpersonal, influencing and teamwork skills.
• Attention to detail across multiple layers in expense management framework.
• Advanced skills in Microsoft Office.
• Experience with Hyperion Planning and Reporting, Tableau applications is an asset.
• Finance and accounting designation (CPA, etc) with 8-10 years of Insurance and/or Financial Services industry experience.
• Drive improvements in FP&A processes, systems, and tools to enhance efficiency, accuracy, and data capabilities.
• Establish, monitor, and enforce internal controls and procedures to safeguard company assets and ensure compliance with financial regulations and oversee internal and external control walkthroughs.

Benefits

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.