Expense Management Leader for Private Wealth & Analytics

sun life assurance company of canada singapore branch; Singapore; On-site; SGD 180,000 - 240,000; Full time

Job summary

Sun Life Private Wealth invites a Manager, Private Wealth Expense Management to lead budgeting, forecasting, and cost governance across global teams in Singapore and Bermuda, partnering with regional controllers to optimize expenses using data analytics and AI.

This high-impact role drives cost discipline, develops allocation methodologies, and supports finance transformation projects, collaborating with cross-functional teams to deliver faster, data-driven insights with strong governance.

Qualifications

• Qualified accountant with a CPA or CA designation (required).
• Bachelor’s degree in Finance, Accounting, or related field (Masters or MBA a plus).
• 7+ years of progressive experience in finance roles such as expense management, FP&A, or controllership.

Responsibilities

• Lead Strategic Budgeting and Planning across the business.
• Expense Forecasting and Analysis with periodic cycles.
• Cost Allocation and Chargebacks with regional collaboration.
• Expense Governance and Control ensuring policy compliance.
• Performance and Savings Optimization through cost analysis.
• Finance Transformation and Innovation including automation and AI integration.
• Cross-Functional Collaboration with global teams and stakeholders.

Skills

CPA/CA designation

Advanced Excel

Data analytics tools

SAP

Hyperion

Alteryx

AI / data analytics exposure

Global/remote collaboration

Analytical skills

Cost saving mindset

Self-starter

Agile / change management

Education

Bachelor's degree in Finance or Accounting

Masters or MBA (plus)

Tools

SAP

Hyperion

Alteryx

Advanced Excel

Job description

Sun Life Private Wealth invites a Manager, Private Wealth Expense Management to lead budgeting, forecasting, and cost governance across global teams in Singapore and Bermuda, partnering with regional controllers to optimize expenses using data analytics and AI.

This high-impact role drives cost discipline, develops allocation methodologies, and supports finance transformation projects, collaborating with cross-functional teams to deliver faster, data-driven insights with strong governance.