Director, Reporting & Analysis

sunlife; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Sun Life is seeking a Senior Financial Analyst to lead management reporting, forecasting, and strategic planning for the growing Wealth distribution channel within the Retail Advice & Solutions business unit. The role partners with RA&S and Canadian Finance to deliver accurate financial information and insightful analyses to senior leaders.

The successful candidate will guide monthly and quarterly reporting cycles, develop QBR packages, and drive continuous process improvements while mentoring a

Qualifications

• 7+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field.
• Degree in Business, Finance, or similar; CPA/CFA/MBA preferred.

Responsibilities

• Oversee monthly/quarterly/annual sales and income reporting for Wealth distribution channels within RA&S.
• Own the development of RA&S Wealth QBR packages explaining key income drivers.
• Lead RA&S Wealth planning, forecasting, and influence outcomes with business partners and senior leaders.
• Provide leadership and support for strategic projects and potential M&A activity.

Skills

Finance expertise

Forecasting

Management reporting

Strategic planning

Stakeholder management

Leadership

Education

CPA/CFA/MBA preferred

Tools

Longview

Workiva

SAP

Microsoft Office

Job 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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role

Reporting to the AVP, CFO - Retail Wealth Dealers, this role is responsible for leading management reporting, forecasting, and business and strategic planning and analysis for the growing Wealth distribution channel within the Retail Advice & Solutions (RA&S) business unit.

This role will work independently and collaboratively with the business and finance partners within RA&S and Canadian Finance to deliver accurate and timely financial information and insightful analysis with outcome-based results. The scope and scale of this role requires a high level of strategic focused mindset, analytical insight, and operational efficiency to support the growing business and meet key reporting deadlines. The successful candidate can work out of the Waterloo King or Toronto York location.

What you'll be doing

• Oversee complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
• Own the development of the RA&S Wealth Quarterly Business Review (QBR) packages, explaining the key drivers of the current and forecasted income for senior business and finance leaders
• Lead the RA&S Wealth business and strategic planning & forecasting process & influence outcomes by collaborating with business partners and senior leaders
• Provide leadership and support for strategic projects and initiatives, including support for any M&A activity
• Serve as a point person in discussions with the internal partners about sales data
• Support other Wealth reporting deliverables as required
• Build trusted relationships with senior business partners, Finance leaders, and cross-functional stakeholders to influence decisions, align priorities, and deliver high-quality service to the business
• Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies
• Lead and mentor a senior analyst, fostering their professional development while ensuring consistent delivery of high-quality financial output

What you'll need to succeed

• Business and product knowledge and experience related to Wealth and/or financial services industry
• 7+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
• Degree in Business, Finance, or similar. Designation (CPA, CFA, MBA) preferred
• Proficient in Microsoft Office tools (Excel, Word, Powerpoint, Sharepoint)
• Experience with financial reporting tools (Longview, Workiva, SAP)
• Excellent relationship management skills with the ability to collaborate with a diverse group of stakeholders across the organization
• Excellent verbal and written communication skills with an ability to explain difficult issues to audiences of different levels of understanding
• Excellent problem solving and analytical skills to support data-driven decision making
• Effective and strong leadership abilities to gain momentum through direct & indirect influence
• Ability to prioritize, organize, and meet tight deadlines, while optimizing work processes
• Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

What's in it for you:

• 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.