Manager, Finance Automation

Sun Life Assurance Company of Canada; Toronto; On-site; CAD 110,000 - 165,000; Full time

Job summary

Sun Life Assurance Company of Canada seeks a Manager, Finance Automation to lead enterprise-wide transformation of Finance through AI-enabled automation and analytics. You will partner with Finance teams and developers to uncover pain points, define requirements and deliver automated solutions using GenAI, Power Query, Power Apps, Power Automate and RPA.

You'll own solutions from ideation to adoption, manage multiple engagements, and communicate outcomes to stakeholders, driving measurable value

Qualifications

• CPA/CA/CMA/CGA or equivalent 5–7 years in finance
• Experience in consulting, technology or finance transformation
• AI-enabled mindset with hands-on AI in finance
• Advanced Excel and Power Query skills; VBA an asset
• Strong communication and stakeholder influence
• Solid project management and delivery capabilities

Responsibilities

• Lead end-to-end transformation engagements from discovery to value realization
• Identify and shape high-impact AI use cases across finance
• Assess current-state processes and design solutions
• Collaborate with Finance teams and developers to define requirements
• Translate solution vision into user stories and backlog
• Track benefits and demonstrate measurable value to stakeholders
• Act as trusted advisor and present outcomes to partners
• Lead validation of financial and analytical results for quality
• Manage multiple initiatives, balancing priorities and timelines

Skills

AI mindset

Communication

Project management

Problem solving

Education

CPA/CA/CGA/CMA or related degree

Relevant degree

Tools

GenAI

Agentic AI

Copilot

Power Query

Power Apps

Power Automate

RPA

Excel

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.

If you have a background in consulting, financial services, insurance, technology or transformation, this role is built for you. You'll apply your experience working with business partners and internal clients, along with your problem-solving and delivery skills, to shape the future of Finance, while owning solutions from idea to adoption and growing your career and network across functions and teams.

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