Director, Enterprise Planning

3 weeks ago

Waterloo ON, Canada Sun Life Full time

Job Description:

Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. This role is responsible for:

  1. Leading the annual enterprise business plan process
  2. Leading the strategic planning process in partnership with Corporate Strategy
  3. Financial reporting, advisory and analysis for Incentive Compensation

This role affords the successful candidate the opportunity to learn about Sun Life’s businesses from a macro/holistic perspective, develop analysis to provide key insights to the Executive Office, and build relationships across the enterprise.

What will you do:

Lead enterprise business plan process and all financial components of enterprise strategic planning process, partnering with business group and functional leads throughout the company including: Corporate Finance, Tax, Capital/Treasury and Investor Relations; Corporate Strategy, Actuarial, Risk, Investments and Expenses; Business groups including Canada, US, MFS, Asia and SLC.

Develop and implement overall approach in partnership with AVP, including timetable, assumption methodology, Plan template, and financial templates, Business Group and Corporate function submission review, analysis and status updates;

Drafting the Report of the Chief Financial Officer to the Board of Directors for the Business Plan and Enterprise Strategic Plan in partnership with AVP, VP, SVP and CFO. Developing key insights and messages.

Partnering with Enterprise Compensation to develop board and executive reporting on incentive compensation. Advisory and analysis support on incentive design.

Preparing summary, driver-based analysis to support the Executive Office in understanding business results and performance versus business plan.

Deep dive analysis to develop insights, and support management decision making.

Drive insights through measurement and benchmarking of the various businesses (and/or product lines) in relation to global Insurance and Banking peers and equity analyst expectations.

Provide financial analysis and research on how to drive value creation across the enterprise.

Lead and develop a team of financial professionals.

What do you need to succeed:

CPA with 8 to 10+ years of experience; financial services industry preferred.

Additional qualifications (ex. CFA) would be beneficial.

Progressive experience with FP&A in financial services and senior executive/board reporting.

Experienced people leader.

Clear and effective communicator that can distill messages for an executive audience. Connects the big picture, understands the business and manages complexity across deliverables.

Eye for user-oriented design, graphical storytelling and dashboard development.

Operates well in ambiguity and is resilient in changing situations.

Passion for leveraging technology/tools and continuous process improvement.

A practical problem solver.

An effective delegator.

Curiosity to understand our business and key drivers of our results.

Focuses on key internal clients and their needs at senior levels.

Adapts style to be effective in different situations and challenges.

Excellent written and verbal communication skills.

Excellent financial and business analytic capabilities.

Advanced skills in Microsoft Office in support of Executive and Board materials.

Experience with Anaplan or other enterprise planning tools. (preferred)

What’s in it for you:

Flexible hybrid work model.

Pension, stock and savings programs to help build and enhance your future financial security.

Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

A friendly, collaborative and inclusive culture.

Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.

Competitive salary and bonus structure influenced by market range data.

A common sense dress code, where you decide how you dress based on your day.

The opportunity to move along a variety of career paths with amazing networking potential.

#J-18808-Ljbffr

  • Enterprise Account Director

    1 month ago

    Ottawa, ON, Canada Knak Enterprise Full time

    The Role As an Enterprise Account Director (Pharma), your primary focus will be on driving new sales opportunities, both acquiring new enterprise accounts and growing revenue in some of our most strategic Enterprise accounts. You will play a pivotal role in executing our sales strategies to achieve and exceed revenue targets. Leveraging your extensive...

  • Director Enterprise Systems

    4 weeks ago

    Toronto, ON, Canada hireVouch Full time

    Director of Enterprise Systems Our client is a global leader in professional services and hiring a Director of Enterprise Systems. This individual will oversee the major enterprise systems used in Canada for its internal business process needs. This includes global and regional platforms - SAP, Salesforce, ServiceNow & Oracle/PeopleSoft. ...

  • Director, Enterprise Transformation

    3 days ago

    Mississauga, ON, Canada COMPASS GROUP CANADA Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...

  • Manager, Enterprise System

    1 month ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Manager, Enterprise system is responsible for strategic planning, execution and maintenance of the department’s Enterprise system to support Campus Housing’s business operations. Reporting to the Assistant Director, Shared Services, this position leads and develops a diverse team in the day-to-day operations of the system, which...

  • Director of Enterprise Systems

    6 days ago

    Toronto, ON, Canada hireVouch Full time

    Our client is a global leader in professional services and they are hiring a Director of Enterprise Systems. This individual will oversee the major enterprise systems used in Canada for its internal business process needs. This includes global and regional platforms - SAP, Salesforce, ServiceNow & Oracle/PeopleSoft. Responsibilities: Lead the development...

  • Director of Enterprise Systems

    4 weeks ago

    Toronto, ON, Canada hireVouch Full time

    Our client is a global leader in professional services and they are hiring a Director of Enterprise Systems. This individual will oversee the major enterprise systems used in Canada for its internal business process needs. This includes global and regional platforms - SAP, Salesforce, ServiceNow & Oracle/PeopleSoft. Responsibilities: Lead the development...

  • Director, Enterprise Data Architecture

    1 month ago

    Waterloo, Canada Sun Life Full time

    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...

  • Director, Enterprise Data Architecture

    1 month ago

    Waterloo, Canada Sun Life Full time

    Job Description : We seek a strategic individual contributor to join our Enterprise Data architecture team as a Director, Enterprise Data Architecture . This leadership role is responsible for designing critical enterprise data strategy in consultation with Sun Life’s business and enterprise partners, including the holistic alignment of technologies,...

  • Director of Customer Success

    1 week ago

    Toronto, ON, Canada OneLocal Full time

    Director of Customer Success - Enterprise and SMB Apply Now Director of Customer Success - Enterprise and SMB at OneLocal Toronto, Canada Our mission is to serve as the ultimate partner for our clients, offering not just individual impactful products, but a holistic approach that combines cutting-edge technology with local marketing expertise. We achieve...

  • Director, Account Planning

    4 days ago

    North York, ON, Canada iLobby® Facility & Visitor Management Full time

    About iLobby Visitor Management: Backed by a $100MM investment from top VC firm, Insight Partners, iLobby is experiencing rapid growth as an enterprise market leader in the Facility and Visitor Management software space. iLobby is the global leader of SaaS-based enterprise visitor management system, with an easy, reliable and innovative platform that has...

  • Director of Financial Planning and Analysis

    7 days ago

    Toronto, ON, Canada Organigram Inc Full time

    Reporting to the Vice President of FP&A, the Director of FP&A will play a pivotal role in establishing the company’s short and long-term corporate objectives, with a particular focus on leading the annual planning and quarterly forecasting processes, evaluating business performance, providing meaningful insights, identifying and remediating risks, and...

  • Enterprise Architect

    1 month ago

    Waterloo, Canada Equitable Life of Canada Full time

    Enterprise Architect Waterloo, ON, Canada Req #2046 Thursday, December 21, 2023 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and...

  • Director, Enterprise Architecture

    1 month ago

    Waterloo, Canada Sun Life Full time

    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...

  • Director of Tax

    3 days ago

    Toronto, ON, Canada Fidelity Investments Full time

    You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and...

  • Director Security Architecture and Planning

    6 days ago

    Toronto, ON, Canada CGI Full time

    Cyber Security Architecture Director As a member of CGI's Global Security organization, the candidate will play an integral role in shaping and evaluating our security strategy, architecture, and practices. This is an internal corporate, non-consultancy position, where the candidate will collaborate with the multi-disciplinary Enterprise Security...

  • Director of Technical Accounting

    1 month ago

    Waterloo, ON, Canada Millar Cameron Full time

    Millar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global...

  • Enterprise Customer Success Manager

    4 weeks ago

    Waterloo, Canada Plum Full time

    With our recent round of growth funding, we are looking to add a brand new Enterprise Customer Success Manager to our current CX team. Reporting to the Director of Customer Experience, you will manage and deliver Plum products and services that enable our customers to realize their business objectives. In joining our team, you will get hooked on one of the...

  • Director Investment Finance

    1 month ago

    Waterloo, ON, Canada Millar Cameron Full time

    Millar Cameron is partnering with MEDA to find an exceptional Director Investment Finance. Location Remote/Waterloo, Ontario Ref A002384 MEDA is an international economic development organization that creates business solutions to poverty. They work in agri-food market systems, focusing primarily on women and youth in rural communities in the Global South...

  • Enterprise Planning and Strategy Lead

    1 month ago

    Toronto, ON, Canada Apple Inc. Full time

    The people here at Apple don’t just create products — they create the kind of wonder that’s revolutionized entire industries. It’s the diversity of those people and their ideas that inspires the innovation that runs through everything we do, from amazing technology to industry-leading environmental efforts.As a strategic problem solver who loves...

  • IT Enterprise Architect

    3 days ago

    Pickering, ON, Canada Ontario Power Generation Inc. Full time

    Press Tab to Move to Skip to Content Link Working Conditions: Hybrid Work Environment (3 days in office) Education Level: 4 years of University education in Computer Science, Engineering, Business, Information Systems, or related discipline. Shifts(s): Days Electrify your career and help build a brighter tomorrow. This position is moving to...