Expense Management Lead - Budget & Insights

Sunlife; Kitchener; Hybrid; CAD 85,000 - 128,000; Full time

Benefits offered by this job

Hybrid work environment

20 vacation days per year

Flexible Benefits

Pension, stock and savings programs

Career progression opportunities

Global Learning Centre access

Wellness programs

Job summary

Sun Life is seeking a Manager, Expense Management in Canada to lead expense allocation by product group, provide analysis to senior management, and drive the annual plan and budget from a gain/gap perspective for insurance and wealth.

Reporting to the Director and partnering with actuarial FP&A and other finance units, you will build relationships, mentor staff, and influence decision making through rigorous financial modelling.

Qualifications

• 5-7 years of accounting experience
• Strong analytical and problem-solving skills with high attention to detail
• Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
• Strong ability to manage multiple deliverables while driving desired results
• Proven ability to build and maintain successful relationships with business partners
• Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
• Excellent PC skills, proficiency with MS Excel and Hyperion, including experience building reports
• Highly motivated with the ability to consistently seek out improvements to current processes

Responsibilities

• Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business impact
• Prepare monthly/quarterly/ad hoc gain/gap, unit cost and commission related deliverables, including Unit Cost Calculators, Commission Trend report and Quarterly Business Review (QBR)
• Perform monthly/quarterly/ad hoc analysis of results to support variance analysis and/or key driver analysis
• Collaborate with actuarial FP&A team on ad-hoc analysis of Individual Insurance and Wealth business performance to provide input to senior management
• Lead all gain/gap components of the annual planning cycle (strategic/business planning/budget) as well as quarterly forecasts.
• Lead the RA&S Expense Study (every 2 - 3 years)
• Participate in and support expense deep dives, as needed
• Mentor and coach staff to encourage development and support transfer of knowledge
• Perform various analyses and financial modelling as assigned

Skills

Analytical skills

Communication skills

Multitasking

Relationship building

Excel proficiency

Problem solving

Attention to detail

Process improvement

Education

CPA / CMA / CGA / CA designation or in progress

Tools

Oracle

SAP

Essbase

Tableau

Hyperion

Job description

Sun Life is seeking a Manager, Expense Management in Canada to lead expense allocation by product group, provide analysis to senior management, and drive the annual plan and budget from a gain/gap perspective for insurance and wealth.

Reporting to the Director and partnering with actuarial FP&A and other finance units, you will build relationships, mentor staff, and influence decision making through rigorous financial modelling.