Director, Financial Planning & Analysis - SLC Management

Sun Life Financial; Toronto; On-site; CAD 110,000 - 180,000; Full time

Job summary

SLC Management, based in Toronto, seeks a Director/Senior Director, FP&A to lead management reporting, forecasting, and strategic planning across a global alternatives platform. You will influence investment decisions, partner with Sun Life stakeholders, and drive financial insight in a fast-paced environment.

The role involves building auditable models, supporting investor relations, and delivering executive-ready analyses and presentations to senior leadership and the Board.

Qualifications

• Bachelor's degree in Finance, Engineering, Economics, Business, or a related field
• CFA, MBA, or CPA designation is an asset
• Approximately 8–12 years of experience in financial planning & analysis, corporate finance, strategy or related fields
• Experience in asset management or financial services is preferred; familiarity with real estate, private credit, infrastructure, or fixed income is a plus
• Proven ability to prepare analysis and materials for senior executive, Board, or investor audiences
• Strong Excel and PowerPoint skills; knowledge of enterprise planning/BI tools is an asset

Responsibilities

• Lead monthly and quarterly management reporting packages, including AUM metrics and fee-related earnings
• Own the annual budget, multi-year plan, and rolling forecast across units
• Support investor relations materials and senior leadership presentations
• Build and maintain robust financial models including fundraising, deployment, and profitability analyses
• Partner with cross-functional teams to drive strategic planning and data-driven decision making

Skills

Excel

PowerPoint

Education

Bachelor's degree in Finance, Engineering, Economics, Business, or related field

CFA, MBA, or CPA designation is an asset

Tools

Power BI

Anaplan

Hyperion

OneStream

Tableau

Job description

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description

Join SLC Management's Toronto-based team as a Director/Senior Director, FP&A in a highly visible role that extends well beyond traditional financial planning and analysis. In addition to leading management reporting, forecasting, and strategic planning, you will support investor relations, financial modeling, business analytics, and corporate strategy across a global alternatives platform. The role offers regular interaction with SLC Management's executive team, business leaders, and Sun Life partners. This position is ideal for a commercially minded finance leader who combines analytical rigor with sound business judgment and enjoys translating complex data into actionable insights. You will thrive in a dynamic, growth-oriented environment where priorities evolve quickly, continuous learning is expected, and there may be opportunities to lead and develop finance talent. This is a unique opportunity to help shape the financial and strategic direction of one of the industry's fastest-growing alternatives platforms. As SLC Management continues to expand across private credit, real estate, infrastructure, and fixed income, you will partner directly with senior leadership on critical growth, investment, and business decisions while building a strong platform for future career advancement.

WHAT YOU WILL DO

• Management reporting — Lead the preparation of monthly and quarterly management reporting packages, including AUM and fee-earning AUM roll‑forwards, fee-related earnings, management and performance fee revenue, expenses, margin, and headcount, with clear commentary on drivers, trends, and variances to plan.
• Planning and forecasting — Own key components of the annual budget, multi-year business plan, and rolling forecast process across business units and corporate functions; partner with business leaders to build, challenge, and validate assumptions.
• Business and strategic planning — Support the enterprise strategic planning cycle, including long‑range financial projections, growth ambition setting, capital allocation analysis, and evaluation of new products, strategies, and investment platforms.
• Financial modeling — Build and maintain robust, auditable models covering fundraising and deployment pacing, fee revenue build‑ups, seed and co‑investment capital, expense structures, product‑level and client‑level profitability, and scenario and sensitivity analysis.
• Investor relations support — Prepare analysis, talking points, and supporting materials for Sun Life quarterly earnings disclosure, investor day content, analyst questions, and peer benchmarking against publicly traded alternative asset managers.
• Executive and Board materials — Develop clear, well‑structured presentations and written analysis for the SLC Management executive team, Sun Life senior leadership, and Board audiences.
• Strategy and analytics — Conduct competitive, market, and peer analysis on AUM growth, fee rates, margins, fund performance, and industry trends; deliver insight‑driven recommendations rather than data alone.
• Business partnership — Act as a trusted finance partner to business unit leaders, investment teams, distribution, and corporate functions, supporting ad hoc analysis, business cases, and decision support.
• Process improvement — Drive continuous improvement in planning tools, reporting templates, data quality, and dashboards to increase speed, accuracy, and insight.
• Generative AI adoption — Apply generative AI and emerging analytical tools to accelerate and strengthen FP&A work — from research and peer benchmarking to drafting, model documentation, data summarization, and reporting automation — and help establish practical standards for how the team uses these tools responsibly and with appropriate review.
• Cross‑functional collaboration — Work closely with Controllership, Tax, Capital & Treasury, Investor Relations, Human Resources, and Sun Life corporate Finance to ensure consistency and integrity of financial information.
• Leadership — Where applicable, manage, coach, and develop finance talent, setting clear standards for analytical quality and attention to detail.

WHAT YOU WILL NEED TO SUCCEED

• Intellectual curiosity – actively seeks to understand what drives the business, asks the next question, and pursues the “why” behind the numbers.
• Exceptional attention to detail – produces work that is accurate, internally consistent, and executive‑ready the first time; treats precision as non‑negotiable.
• Strong business acumen – understands alternative asset management economics, including fee structures, fundraising and deployment cycles, fee‑related earnings, carried interest, seed capital, and industry KPIs.
• Advanced financial modeling – advanced proficiency Excel skills with the ability to build, audit, and maintain complex, well‑structured models.
• Excel and PowerPoint mastery – strong command of Excel is essential, along with the ability to build clean, compelling executive‑ready PowerPoint materials that communicate a clear story.
• Generative AI fluency and curiosity – hands‑on experience applying generative AI to finance or analytical work, or clear aptitude and enthusiasm to adopt it rigorously; understands both the leverage these tools create and the need to validate outputs.
• Analytical rigour – structured, data‑driven problem solver who can move from raw data to a defensible recommendation.
• Executive communication – distills complexity into clear, concise narratives and presentations for senior leadership, Board, and investor audiences.
• Stakeholder management – credible and collaborative with senior leaders and cross‑functional partners; influences effectively without direct authority.
• Ownership and drive – self‑starter who takes initiative, manages multiple priorities against tight deadlines, and follows through.
• Thrives in a fast‑paced environment – operates effectively under tight deadlines and shifting priorities, maintaining quality and composure when timelines compress.
• Commitment to continuous learning – continuously builds knowledge of new asset classes, markets, tools, and technologies; treats learning as an ongoing expectation rather than an occasional exercise, and shares that knowledge across the team.
• Comfort with ambiguity – thrives in a dynamic, integrating, high‑growth environment with sound judgement and a solutions‑oriented mindset.
• Integrity and discretion – handles confidential and market‑sensitive information with professionalism.
• Leadership potential – coaches and elevates others.

PREFERRED SKILLS

• Bachelor's degree in Finance, Engineering, Economics, Business, or a related field.
• CFA, MBA, or CPA designation is an asset.
• Approximately 8–12 years of progressive experience in financial planning & analysis, corporate finance, strategy or management consulting, investment banking, private equity, or corporate development.
• Experience in asset management, alternative investments, or financial services is strongly preferred; familiarity with real estate, private credit, infrastructure, or fixed income strategies is a distinct advantage.
• Demonstrated career progression, with a track record of increasing responsibility, strong performance, and measurable impact.
• Proven experience preparing analysis and materials for senior executive, Board, or investor audiences.
• Experience partnering across multiple business units and corporate functions in a matrixed organization.
• Prior people leadership or mentorship experience is preferred.
• Strong, demonstrable proficiency in Excel and PowerPoint is required — advanced modeling in Excel and executive‑quality presentation building in PowerPoint; experience with enterprise planning and BI tools (e.g., Power BI, Anaplan, Hyperion, OneStream, Tableau) is an asset.
• Demonstrated use of generative AI tools (e.g., Microsoft 365 Copilot or comparable platforms) to improve analytical output, research, or productivity is preferred; genuine curiosity to apply them more rigorously is essential.

Why SLC Management?

Excellent benefits and wellness programs to support the three pillars of your well‑being – mental, physical and financial – including generous vacation and sick time, market‑leading maternity, parental and adoption leave top‑up program, a partially‑paid sabbatical program and much more Pension, stock and savings programs with an employer‑paid match to help build and enhance your future financial security.
Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments SLC Management is a regulated business, and this means that there are certain financial reporting and trading pre‑clearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek pre‑clearance on future transactions including those of household members.

Job Category: Finance Salary Range 110,000/110 000 - 180,000/180 000

The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [e-mail].

Where talented people thrive. Performance Driven. SLC Management is a growing global asset management firm providing innovative investment solutions to institutional investors. We help our clients meet their long‑term income and capital appreciation goals and our people bring this vision to life. Collaborative, Innovative and Inclusive. We foster a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you will play a role in fulfilling our purpose and making a difference. Growth‑Oriented. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.