Manager, Finance Automation

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

Benefits offered by this job

Flexible Benefits

Inclusive workplace

Best Workplace Ontario 2025

Job summary

Sun Life is seeking a Manager, Finance Automation to lead transformation engagements across the Global Finance community. You’ll partner with Finance teams and developers to uncover pain points, define requirements and deliver intelligent automation with GenAI, Power Query, Power Apps, Power Automate and RPA, driving enterprise-scale value.

You will guide the Finance Accelerator journey, modernize processes and deliver measurable benefits while collaborating with business partners in a hybrid

Qualifications

• CPA/CA/CGA/CMA or equivalent accounting designation or degree.
• Experience in finance transformation or consulting is preferred.
• Hands-on AI in finance, GenAI, Copilot and AI-driven automation.

Responsibilities

• Lead end-to-end transformation engagements in Sun Life's Finance Automation program.
• Identify high-impact AI use cases and shape solution design.
• Collaborate with Finance teams and developers to gather requirements and map processes.
• Create user stories and prioritized backlogs with Agile teams.
• Track benefits and ensure high-quality validation and testing.
• Manage multiple initiatives and remove impediments.

Skills

Advanced Excel

Power Query

GenAI / AI in finance

Communication skills

Project management

Problem solving

Relationship management

Leadership

Education

CPA/CA/CGA/CMA or related degree

Tools

GenAI

Power Apps

Power Automate

RPA

Copilot

Amazon Quick

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

Lead the change and see your solutions deliver lasting impact. As Manager, Finance Automation, you’ll lead transformation engagements across Sun Life’s global Finance community, partnering with Finance teams and our developers to uncover pain points, define requirements and deliver intelligent automation using advanced technologies such as GenAI, Agentic AI, Power Query, Power Apps, Power Automate, Amazon Quick and Robotic Process Automation (RPA), driving measurable value at enterprise scale.

Sun Life’s Corporate Finance team is leading the journey of thinking and acting like a Digital company for the Global Finance community through the Finance Accelerator. Guided by the principles of a Digital Enterprise (DE), the Finance Accelerator modernizes Finance through process redesign and automation, best practices, enterprise-scale tool platforms, and data and analytics that inform, influence and solve business problems.

What will you do?

• Lead end-to-end transformation engagements, from discovery and current-state assessment through solution design, delivery and value realization
• Identify and shape high-impact AI use cases (GenAI, Agentic AI, Copilot) that change how Finance works
• Assess and map current-state Finance processes to uncover root causes and design solutions that meet business needs
• Collaborate with Finance teams and developers to uncover pain points and ensure requirements are clearly defined and shared, drawing on a working knowledge of the functionality, strengths and limitations of available tools (e.g., GenAI, Agentic AI, Power Query, Power Apps, Power Automate, Amazon Quick, RPA etc.)
• Partner with the Agile development team and business partners to shape the solution vision into user stories and a prioritized backlog
• Track benefits across the pipeline and delivered solutions to demonstrate measurable value to stakeholders
• Act as a trusted advisor to internal clients, presenting engagement status, solution options, demos, recommendations and outcomes to business partners
• Lead the validation and testing of financial and analytical results to ensure solutions are delivered with the highest quality
• Manage multiple concurrent initiatives, proactively removing impediments and balancing priorities, scope and timelines

What do you need to succeed?

• Professional Accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5–7 years of related industry experience.
• Consulting experience (management, technology or finance transformation), ideally serving financial institutions or insurance companies, including client engagement, scoping, solution design and delivering change initiatives.
• AI-enabled mindset with hands-on skills applying AI in finance (e.g., GenAI, Agentic AI, Copilot, prompt design and AI-driven automation).
• Advanced Excel and Power Query skills are required; experience with VBA and VBS is an asset.
• Strong working knowledge of the functionality, strengths and limitations of automation and AI technologies (e.g., GenAI, Agentic AI, Power Apps, Power Automate, Amazon Quick, RPA) to bridge business needs and technical solutions in partnership with developers.
• Exceptional written and verbal communication and presentation skills, with the ability to influence stakeholders.
• Strong organization and project management skills, with a proven ability to lead multiple engagements at once.
• Excellent problem-solving and analytical skills, with a structured, hypothesis-driven approach and strong attention to detail.
• Excellent relationship management skills to serve a diverse group of stakeholders and clients.
• Creative thinker with vision, initiative and a strong desire to learn new skills.
• A genuine interest in process improvement and automation and a passion for deliver process efficiency.

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well‑being, fostering a positive work culture, and achieving excellence in mental health

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Salary Range

85,000/85 000 - 128,000/128 000

Job Category

Finance

Posting End Date

06/11/2026