Senior Director Financial Planning Analysis

1 month ago

Waterloo, Canada Sun Life Financial Full time
h3>Senior Director, Financial Planning & Analysis - SLC Management

Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR00105134

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. p>

Job Description:

WHAT IS IN IT FOR YOU:

We are seeking a Senior Director, Financial Planning & Analysis to join the FP&A team supporting the Sun Life General Investment Account. The Senior Director will lead the SLC Finance FP&A team by leveraging data and analytical tools to provide valuable insights to senior management while helping to maintain an effective control environment.

WHAT YOU WILL DO:

  1. Leading the quarterly credit cycle reporting process, including preparation of agendas, summarizing executive materials, facilitating credit calls with the Front Office and other teams, and ensuring compliance with relevant IFRS accounting standards.
  2. Manage the IFRS 9 Expected Credit Loss (ECL) process, summarizing the incremental change in ECL, and ensuring accurate P&L for downstream reporting and external disclosures.
  3. Leading the monthly global earnings on surplus reporting and analysis processes, including coordinating quarterly forecasting and annual business plan preparation. Presenting valuable insights to senior management.
  4. Manage ad-hoc investigations to answer queries from various teams and cross-departments.
  5. Responsible for maintaining the control environment to ensure key controls are operating as described and supporting quarterly audit requirements.
  6. Leading applicable continuous improvement projects (including the investigation of leveraging Artificial Intelligence) to improve team efficiency and provide added value to internal clients.
    1. 7 or more years’ at progressively more senior levels within the financial services industry with a working understanding of investments and/or insurance.
    2. Excellent interpersonal, communication, change management, influencing skills, and a team player mindset.
    3. Demonstrated ability to make recommendations to management and influence business decisions based on thorough analysis leveraging available data.
    4. Strong verbal and written communication skills and an ability to facilitate discussions with senior management.
    5. Experience working with large data sets and building processes.
    6. Experience leading a team and building a culture of continuous improvement.

    PREFERRED SKILLS:

    1. Professional finance designation (CPA, CFA, or MBA).
    2. Investment accounting experience, preferably within the asset management or insurance industry.
    3. Working knowledge of SAP (or other ledger system), WEBI, Tableau, Power BI.
    4. Proficient in Microsoft office tools (Excel, Access, PowerPoint etc.).

    Why SLC Management?

    1. Opportunity to work for a growing global institutional asset manager.
    2. Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security.
    3. A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam.
    4. The opportunity to move along a variety of career paths with amazing networking potential.

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