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Senior Financial Analyst

3 months 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:

The Retail Advice & Solutions (RA&S) 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 Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance.

The Senior Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for allocating expenses by product group for operating expenses, providing analysis to senior management with insight on gain/gap drivers, calculating and analyzing unit costs and leading the annual plan and budget process from a gain/gap perspective for both insurance and wealth.

Reporting to the Director, Expense Management and working closely with all members of the RA&S 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 RA&S organization (specifically valuation actuaries), as well as other key business units (e.g. Canadian Finance, Canadian Operations, Client Experience Office (CXO), Agile Portfolio Management (APM), etc).

What will you do?

  1. Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business impact.
  2. Prepare monthly/quarterly/ad hoc gain/gap, unit cost and commission related deliverables, including Unit Cost Calculators, Commission Trend report, Quarterly Business Review (QBR), Sales Incentive Plan (SIP) reasonability and modelling.
  3. Perform monthly/quarterly/ad hoc analysis of results to support variance analysis and/or key driver analysis.
  4. Collaborate with actuarial FP&A team on ad-hoc analysis of Individual Insurance and Wealth business performance to provide input to senior management.
  5. Lead all gain/gap components of the annual planning cycle (strategic/business planning/budget) as well as quarterly forecasts.
  6. Lead the RA&S Expense Study (every 2 – 3 years).
  7. Participate in and support expense deep dives, as needed.
  8. Mentor and coach staff to encourage development and support transfer of knowledge.
  9. Perform various analyses and financial modelling as assigned.

What do you need to succeed?

  1. 5-7 years of analytical and modelling experience.
  2. Strong analytical and problem-solving skills with attention to accuracy and details.
  3. Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding.
  4. Strong ability to manage multiple deliverables while driving desired results.
  5. Proven ability to build and maintain successful relationships with business partners.
  6. Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities.
  7. Excellent PC skills (MS Excel, Oracle, SAP, Essbase/Hyperion, Tableau) including experience in building reports.
  8. Highly motivated with the ability to consistently seek out improvements to current processes.

Assets:

  1. Accounting designation (CPA, CMA, CGA, CA) or enrolled in accounting designation program (CPA).
  2. Knowledge of Insurance services and products and related market segments.
  3. Expense and planning experience.
  4. Overtime will be required during peak periods (month-end, quarter-end, plan and budget).

What's in it for you?

  1. Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year.
  2. Flexible Benefits from the day you join to meet the needs of you and your family.
  3. 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 contributions.
  4. The opportunity to move along a variety of career paths with amazing networking potential.
  5. Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  6. A friendly, collaborative, and inclusive culture.
  7. We’re honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work Canada.
  8. Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023.

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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