Manager, Digital Finance Transformation

Sun Life Financial; Toronto; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A leading financial services firm in Toronto seeks a motivated individual for a finance transformation role. The candidate will leverage digital tools to optimize finance processes and collaborate with an Agile team. Required qualifications include a CPA designation and 5-7 years of industry experience. This position offers a flexible hybrid work model and excellent benefits, including 20 vacation days and pension plan participation.

Benefits

20 vacation days per year

Flexible benefits

Pension plan participation

Career development opportunities

Collaborative culture

Recognition as a top workplace

Qualifications

• 5-7 years of related industry experience.
• Excellent written and verbal communication skills.
• Ability to organize, prioritize, and innovate.

Responsibilities

• Collaborate with the Agile development team and create requirements.
• Map current state processes and identify solutions.
• Lead analysis and validation of financial results.

Skills

Communication skills

Analytical skills

Problem-solving

Lean Agile processes knowledge

Relationship management

Education

Professional Accounting designation (CPA, CA, CGA, CMA)

Relevant degree

Tools

Excel

Power Automate

GenAI

Macro/VBA

Job description

Overview

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

Job Description:

Sun Life’s Corporate Finance team is leading the journey of thinking and acting like a Digital company for the Global Finance community through a Finance Accelerator. Leveraging principles and values aligned with being a Digital Enterprise (DE), we have created a team to accelerate Finance’s digital journey. The Finance Accelerator’s purpose is to modernize Finance through process redesign and automation, establishing best practices, developing common tool platforms on an enterprise scale and applying data and analytics to inform, influence and tackle business problems.

This role provides opportunities to further advance your skills and career in a great working environment, while taking on new exciting challenges and adopting the DE way of working with the first ever Accelerator in Finance. We are seeking a highly motivated individual with a strong finance background, a genuine interest in process improvement and a passion to work with our dream team environment to deliver the best finance solutions to our business partners and clients. The in-depth involvement in designing and delivering innovative and evolutionary automation solutions provides the candidate with great opportunities in expanding their knowledge and network across functions and teams within the company while helping to shape the future of Finance processes.

What will you do?

• Collaborate with the Agile development team and stakeholders throughout the project and create requirements that turn vision into value-added outcomes
• Independently assess and map current state processes within Finance to help identify solutions that address all root causes and meet business needs
• Lead the analysis and validation of financial and analytic results and testing effort for new developments to ensure solutions are delivered with the highest quality
• Effective and timely communications with internal clients, including engagement status, solutioning options, presentation of demo, recommendations, and outcomes
• Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
• Provide backlog management and elaboration of user stories
• Responsible for identifying and tracking benefits of opportunities in our pipeline and delivered solutions to demonstrate value to our stakeholders
• Design and develop streamlined and value-added solutions leveraging technology (e.g. Excel, GenAI and Power Automate) that results in process optimization and/or efficiency
• Research and analyze market, the users, and the roadmap for the product
• Keep abreast with Agile/Scrum best practices and new trends

What do you need to succeed?

• Professional Accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5-7 years of related industry experience
• Excellent communication written and verbal communication skills
• Ability to organize, prioritize and make decisions that require innovative thinking
• Knowledge of Lean Agile process and principles (Scrum, Kanban, Process design and Value optimization)
• Advance skills in using Excel (including Power Query) and knowledge of Macro/VBA, Power Automate, GenAI and Longview advantageous
• Excellent relationship management skills to service a diverse group of stakeholders and clients
• Sharp analytical and problem-solving skills
• Creative thinker with a vision and a great desire to learn new skills

What\'s in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.
• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible hybrid work model
• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative, and inclusive culture
• We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work Canada
• Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights 2024

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

10/11/2025