Director, Enterprise Planning

3 weeks ago

Waterloo, 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
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