Strategic Portfolio Manager: Finance & Governance

Sun Life Financial; Canadá; Híbrido; CAD 85 000 - 128 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work environment

Vacation days (20)

Flexible benefits

Pension and savings programs

Career development opportunities

Global Learning Centre access

Wellness programs

Resumo da oferta

Sun Life Financial is seeking a Business Portfolio Manager to lead end-to-end portfolio oversight across financial management, planning, governance, and reporting. You will partner with Finance, Journey and Platform teams and drive portfolio transparency and execution.

Key responsibilities include managing forecast accuracy, cost allocation, and benefits tracking, while guiding leadership decisions and improving BPM processes through automation and data-driven insights.

Qualificações

• Excellent communication skills; frame decisions and influence across leaders.
• Ability to interpret complex financial data and provide actionable insights.
• Strong proficiency with Excel, PowerPoint and data visualization tools.
• Able to operate independently in ambiguous environments and manage priorities.

Responsabilidades

• Own key areas of the SLGI Key Initiative portfolio, including governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting.
• Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation across Planview, Finance ledger, and forecasts.
• Own the Investments Registry as a core portfolio control and govern alignment across the Registry, Planview Portfolios, AgilePlace, and ledger reporting to ensure portfolio information is accurate, complete, and reliable.
• Lead annual and quarterly portfolio planning, including intake, sequencing, capacity assessments, funding trade-offs, delivery constraints, dependencies, and prioritization recommendations.
• Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity, and strategic outcomes; challenge assumptions, align stakeholders, recommend a path forward, and drive issues through to resolution.
• Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade-off discussions, action management, and escalations.
• Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support on project impacts, risks, options, and future-state solutions.

Conhecimentos

Communication skills

Excel proficiency

PowerPoint

Independent worker

Ambiguity handling

Ferramentas

Planview Portfolios

AgilePlace

Power BI

Excel

Descrição da oferta de emprego

Sun Life Financial is seeking a Business Portfolio Manager to lead end-to-end portfolio oversight across financial management, planning, governance, and reporting. You will partner with Finance, Journey and Platform teams and drive portfolio transparency and execution.

Key responsibilities include managing forecast accuracy, cost allocation, and benefits tracking, while guiding leadership decisions and improving BPM processes through automation and data-driven insights.