Expense Analyst

3 weeks ago

Waterloo, Canada Sun Life Financial 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 have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location - HYBRID Toronto OR Waterloo. This is 12 Month Contract Opportunity.

The Group Retirement Services Finance team is responsible for providing accurate and timely financial information to enable effective management decision-making, working in partnership with our business partners in GRS and the Client Solution Center (CSC), as well as other Business Units in Canada, including Canadian Finance.

The Expense Analyst will help support all the expense management functions for GRS and the CSC. This includes completion of the monthly/quarterly expense reporting deliverables, playing a key role in the expense planning/forecast process, coordinating the yearly budget, and providing ad-hoc expense related analysis.

This role provides high exposure to all functional units in GRS and the CSC. The successful candidate will be an effective communicator, both verbal and written. They must have strong relationship building, and critical thinking skills. Additionally, the candidate is expected to be flexible and able to adapt to a rapidly changing environment, challenging the status quo while respecting others, and maintaining a positive work environment.

What will you do?

Support month-end reporting, forecasting and budgeting processes for expense management

Investigate and effectively communicate expense variances against budget to business leaders, working closely with Business stakeholders to forecast for upcoming spend

Provide accounting leadership on project spend, including calculating capitalization and amortization for various qualifying initiatives in GRS and the CSC and maintaining supporting schedules

Execute month-end close processes including accruals, expense transfers, CSC chargeback reporting and review of preliminary results for errors or unusual patterns in results

Assist in expense study, cost to service models and industry benchmark surveys

Prepare monthly reconciliations to ensure accuracy and completeness of accounts

Analyze expense trends and recommend opportunities for savings

Collaborate with other Finance areas to support and promote process integration and efficiencies

Prepare or assist in ad hoc analysis and projects as required by management

What do you need to succeed?

University degree or college diploma with concentration in Business/Commerce, Accounting, or Finance

Minimum 2 – 3 years of relevant work experience

Strong financial analysis and model development skills

Proven ability to partner and build relationships

Strong interpersonal and communication skills (oral and written)

Proven flexibility/adaptability/creativity to meet deadlines and manage priorities

Excellent PC skills (Role utilizes tools such as: MSOffice Suite, SAP, Tableau and Hyperion)

Highly motivated with the ability to consistently seek out improvements to current processes

What's in it for you?

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year

Flexible Benefits from the day you join to meet the needs of you and your family

We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada

*LI-NB1

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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. Certain sales focused roles have sales incentive plans based on individual or group sales results. 

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. We welcome applications from qualified individuals from all backgrounds.

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.com .

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. 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. Join us. Together, we can make the future brighter.

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