Senior Financial Analyst
3 weeks ago
Senior Financial Analyst, Individual Expense Management page is loaded Senior Financial Analyst, Individual Expense Management
Apply locations Waterloo, Ontario time type Full time posted on Posted 4 Days Ago job requisition id JR00096581 You are as unique as your background, experience and point of view. 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
The Investment Solutions Individual Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Investment Solutions, other Canadian Business Units and Canadian and Corporate Finance.
The Senior Financial Analyst, a key member of the Expense Management team, will be responsible for the completion of the monthly/quarterly expense reporting, leading the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting any associated financial analysis. The role is a key contributor in driving expense insights, identifying savings opportunities and providing analysis and expense consulting to senior management.
Reporting to the Director, Investment Solutions Individual Expense Management, and working closely with all members of the Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the Investment Solutions organization, as well as other key business units (eg. Canadian Finance, Canadian Operations, Client Experience Office (CXO), RA&S Financial Portfolio Management, etc).
Understand and effectively communicate results to various levels of management
Work with Investment Solutions Business partners to manage project expenses, monitor productivity and be a change agent
Lead all expense components of the annual planning cycle (strategic/business planning/budget), including training budget managers, as necessary
Develop expense forecasts for management areas and key initiatives, including analysis of seasonality of expenses
Accounting designation (CPA, CMA, CA)
~5-7 years of accounting experience with at least one year of expense experience
~ MS Excel, Hyperion, including experience in building complex reporting models
~ Resourceful, focused on independent thought and reviews prior to seeking help
Assets :
Expense, cost center mana and planning experience
Tableau experience
Overtime will be required during peak periods (month-end, quarter-end, plan and budget)
Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
The opportunity to move along a variety of career paths with amazing networking potential
Flexible hybrid work model
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights ’ 2023
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
Finance Posting End Date:
Senior Financial Analyst
locations 3 Locations time type Full time posted on Posted 3 Days Ago At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.
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