Director, FP&A, Fixed Income - SLC Management

Sun Life Financial; Toronto; On-site; CAD 105,000 - 180,000; Full time

Job summary

Sun Life Financial is seeking a Director, FP&A, Fixed Income to enhance their financial strategies and support decision-making processes. This role encompasses strategic planning, variance analysis, and collaboration with senior leadership. The successful candidate will leverage their extensive FP&A experience and analytical skills to drive revenue and performance optimization in a high-impact environment.

Benefits

Generous vacation and sick time

Market-leading maternity and parental leave

Pension and stock programs

Flexible work environment

Qualifications

• 7-8 years of progressive experience in FP&A, preferably within asset management or financial services.
• Deep understanding of asset management revenue models and AUM dynamics.
• Advanced Excel and PowerPoint skills.

Responsibilities

• Key contributor to the annual business plan and rolling forecasts for Fixed Income revenue.
• Own monthly and quarterly revenue variance analysis.
• Collaborate with cross-functional teams to gather inputs and validate assumptions.

Skills

Analytical

Communication

Stakeholder Management

Education

Bachelor’s degree in Finance, Accounting, or related field

CPA, CFA, or MBA

Tools

Power BI

Longview

Hyperion

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$387/US$286 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:

What Is in It for You:

The Director, FP&A, Fixed Income will be a core team member to the financial planning, forecasting, and strategic analysis for the Fixed Income business, with a specific focus on revenue drivers such as AUM, interest rates, and capital flows. This role will be instrumental in shaping the business plan, strategic plan, and monthly variance analysis, and will serve as a partner to senior leadership across Finance, Distribution, and Investment teams.

What You Will Do:

Strategic Planning & Forecasting

• Key contributor to the development of the annual business plan, longer term strategic plan, and rolling forecasts for Fixed Income revenue.

• Build and maintain robust financial models and processes to assess revenue and earnings impacts from AUM changes, interest rate movements, and capital raising activity, etc.

• Collaborate with Business Partners to align revenue forecasts with broader business objectives.

Revenue & Variance Analysis

• Own monthly and quarterly revenue variance analysis, including actual vs. expected performance across AUM, fee income, and market-driven impacts.

• Deliver insights and recommendations to senior leadership to support decision-making and performance optimization.

• Track and report on fundraising progress and asset flows, identifying trends and opportunities.

Business Partnership & Insights

• Collaborate with cross-functional teams (e.g., Sales, Operations, Risk, and Investments) to gather inputs and validate assumptions.

• Present financial insights and dashboards to executive stakeholders leveraging tools such as Power BI and Longview.

• Support quarterly earnings preparation and internal management reporting.

Strategic Innovation

• Drive process improvements through AI and other automation inventions.

• Foster a culture of continuous improvement, innovation, and cross-functional collaboration.

What You Will Need to Succeed:

• 7-8 years of progressive experience in FP&A, preferably within asset management or financial services.

• Bachelor’s degree in Finance, Accounting, or related field; CPA, CFA, or MBA preferred.

• Deep understanding of asset management revenue models, AUM dynamics, and interest rate sensitivities.

• Advanced Excel and PowerPoint skills; experience with PowerBI, Longview, Hyperion, or Tableau is an asset.

• Strong analytical, communication, and stakeholder management skills.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• 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
• A 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 preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category:

Finance

Salary Range

105,000/105 000 - 180,000/180 000

We are committed to pay transparency and equity. 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 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] .

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