Sr. Financial Analyst

Queens County Bar Association; United States; Remote; USD 78,000 - 117,000; Full time

Job summary

A leading company in the financial services sector is seeking a qualified candidate for a financial planning & analysis role. The successful candidate will be part of the Central Financial Planning & Analysis team, focusing on deliverables that support U.S. operations. Responsibilities include preparing financial templates, consolidating reports, and collaborating with various business units. Ideal candidates will have a background in finance or accounting, with strong analytical and communication skills.

Benefits

Generous vacation and sick time

401(k) employer match

Flexible and collaborative work environment

Paid family and parental leave

Partially paid sabbatical program

Qualifications

• 3-5 years of experience in financial planning & analysis in financial services or insurance industry.
• Demonstrated ability to meet deadlines consistently.
• Experience working collaboratively with diverse teams.

Responsibilities

• Prepare and distribute financial templates to business units.
• Consolidate and analyze U.S. financial reporting deliverables.
• Collaborate with business units for accurate reporting.

Skills

Analytical skills

Problem solving

Interpersonal skills

Attention to detail

Organizational skills

Education

Bachelor's degree in finance, Accounting or related major

Advanced degree (MBA, MF) or certification (CPA) beneficial

Tools

SAP

Microsoft Excel

Microsoft PowerPoint

Job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.

The opportunity:

This position is a member of the Central Financial Planning & Analysis team, responsible for deliverables associated with the management reporting with respect to U.S. operations. This position reports to the Director, Financial Planning & Analysis.

How you will contribute:

• Prepare and distribute monthly and quarterly financial templates to business units communicating requirements and timing of deliverables

• Consolidate and analyze the U.S. financial reporting deliverables including the monthly income forecast, Key Performance Indicators (KPI), Quarterly Financial Review (QFR) package, and other internal and external management reporting deliverables

• Collaborate with business units and other financial partners to ensure consistent and accurate management reporting

• Maintain a results-oriented approach to ensure that deadlines are met, based upon a comprehensive understanding of all associated processes, functions, and timelines

• Proactively solve problems and identify ways to improve processes

• Develop financial analysis for both internal and external presentations

What you will bring with you:

• Ability to work with a diverse group of people

• Bachelor's degree in finance, Accounting or related major

• Advanced degree (MBA, MF) or certification (CPA) beneficial

• 3-5 years of experience in financial planning & analysis in the financial services or insurance industry

• Excellent analytical, problem solving, and organizational skills, as well as attention to detail and accuracy

• Demonstrated ability to meet deadlines on a consistent basis

• Demonstrated ability to establish excellent team-oriented interpersonal working relationships across multiple functions

• Demonstrated ability to adapt successfully to changing and dynamic business requirements and expectations and short deadlines

• Strong interpersonal and communication skills as this position has direct contact with numerous departments within the company

• Experience with SAP and Analysis for Office (AFO) and superior Microsoft Excel and PowerPoint skills

Salary:

$78,000 - $117,000

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [e-mail] request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Finance

Posting End Date:

30/06/2025