Senior Financial Analyst

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

Benefits offered by this job

Flexible Benefits

Inclusive culture

Career networking opportunities

Job summary

Sun Life Canada's Expense Management function provides first line of defense support to its business partners as well as consolidation, analytics and reporting of the business' expenses on a monthly and quarterly basis.

The Senior Financial Analyst will assist in furthering the financial planning and analysis agenda with a strong focus on detailed planning and variance analysis, creating and maintaining financial models, understanding key cost drivers and influencing people in the organization

Qualifications

• Financial designation with CPA or MBA preferred.
• 5+ years of FP&A experience; financial services preferred.
• Proficient in MS Office; advanced Excel skills.
• Experience with data tools such as Tableau or Python.
• Strong communication and presentation skills.

Responsibilities

• Build and improve financial models and processes to support monthly/quarterly reporting.
• Analyze expense trends to optimize operating costs.
• Develop data-driven insights and commentary on financial metrics.
• Support budgeting, forecasting and annual planning processes.
• Document models and processes for repeatable finance workflows.
• Partner with business leaders as a trusted advisor.
• Conduct ad hoc analyses like expense studies and cost-benefit analyses.

Skills

Financial analysis

Expense management

Financial modeling

Data analysis

Tableau

Python

Communication skills

Education

CPA designation

MBA

Tools

Excel

Tableau

Python

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:

Sun Life Canada's Expense Management function provides first line of defense support to its business partners as well as consolidation, analytics and reporting of the business' expenses on a monthly and quarterly basis. As part of a dynamic team of Finance professionals, the Senior Financial Analyst will assist in furthering the financial planning and analysis agenda with a strong focus on detailed planning and variance analysis, creating and maintaining financial models, understanding key cost drivers and influencing people in the organization to optimize operational expenditures. This role will be part of the critical transformation of Finance from purely a reporting and planning function to a Trusted Financial Advisor to the business.

What will you do?

Reporting & Analysis

• Hands on role that builds and improves financial models/processes to support monthly and quarterly reporting
• Analyze expense trends to drive management action to optimize operating expenses
• Utilize data driven models to report outcomes for financial and non-financial metrics including value added commentary and insights

Planning

• Support the expense budgeting, forecasting, strategic plan and annual plan process
• Demonstrated ability to develop expense roll forwards from cycle to cycle

Finance Transformation

• Ability to recognize and implement continuous improvements
• Ability to document financial models and processes to enable repeatable and sustainable processes

Other

• Build strong partnerships with business leaders and become a trusted financial advisor
• Lead/support ad hoc financial analysis/consulting as required (e.g. expense studies, cost benefit analysis etc.)
• Understand, and be able to explain to business partners, common charges and Sun Life expense management process

What do you need to succeed?

• Financial designation with strong preference for CPA or MBA with commensurate experience
• 5+ years of financial planning, reporting and analysis experience; preferably in Financial Services
• Proficient in MS Office Suite (Excel, Word, PowerPoint)
• Knowledge of various data management tools (i.e. Tableau, Python, etc.)
• Financial modeling experience Expense management experience ideal
• Curious nature with a passion for investigative analysis, business impact and continuous improvement
• Exceptional communication skills, both written and verbal
• Experience building executive-level presentation and content
• Ability to thrive in a fast-paced environment with multiple competing priorities
• Results oriented and critical thinking - high sense of ownership
• Capable of distilling complex concepts into simple key messages and insights
• Curious mindset and comfortable with ambiguity and change
• Strong teamwork and collaboration skills
• Strong relationship management skills with a focus on client orientation; including excellent interpersonal and communication skills (both oral and written)
• Analytical thinking - designs/orchestrates use of financial and business analytics for decision making
• Problem solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance
• Demonstrated strength and ability to design and implement processes and standards
• Strong prioritization and organization skills -- capable of meeting deadlines in a high-performance environment
• Strong financial analysis, reporting and presentation skills
• Ability to work both independently with minimal supervision and within a team environment

Notes/Unique Requirements

• Some overtime will be required during peak reporting periods

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 Ontar