Intermediate Financial Analyst

4 weeks 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 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.

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 Intermediate Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for providing analysis to senior management on the overall expense management of the Retail Advice & Solutions Business Unit (formerly Insurance Solutions and SLFD), including providing expense gain/gap understanding to Individual Leadership, calculating and analyzing unit costs and leading the annual plan and budget process for a gain/gap perspective.

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, as well as, other key business units (eg. Canadian Finance, Canadian Operations, Client Experience Office (CXO), Business Project & Solutions (BPS), etc).

**What will you do**?**
- Preparation of month end journals and account reconciliations
- Prepare monthly/quarterly views of expense, unit cost (gain/gap) and other key measures
- Perform monthly financial analysis of select Retail Advice & Solutions areas
- Participate in the expense and unit cost plan and budget processes, including loading inputs and analyzing results for accuracy and completeness
- Analyze unit costs and understand key drivers of these unit costs
- Analyze key drivers of costs including strategic initiatives and provide input to business decisions
- Develop relationships with key business partners with the goal of understanding the underlying business model
- Participate in, and assist with, the explanation of results of expense studies as needed

**What do you need to succeed?**
- CPA is an asset
- Strong analytical and problem solving skills with attention to accuracy and details
- Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
- Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
- Strong ability to manage multiple deliverables while driving desired results
- Proven ability to build and maintain successful relationships with business partners
- Excellent PC skills (MS Excel, Oracle, SAP, Essbase/Hyperion, Tableau) including experience in building reports
- Highly motivated with the ability to consistently seek out improvements to current processes
- Work independently with mínimal supervision

**Assets**:

- Knowledge of Insurance services and products and related market segments
- Expense and planning experience

**Notes/Unique Requirements**:
Overtime will be required during peak periods (month-end, quarter-end, plan and budget)

**What's in it for you?**
- 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Great Place to Work® Certified in Canada and the US.
- Named 2021 “Best Places to Work” by Glassdoor
- Canada Award for Excellence for Mental Health at Work - 2021
- 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

LI-Hybrid

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.

**Salary Range**:
51,100/51 100 - 82,800/82 800

**Job Category**:
Finance

**Posting End Date**:
01/02/2023

  • Intermediate Financial Analyst

    4 weeks 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...

  • Intermediate Financial Analyst, Financial Planning

    3 weeks ago

    Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7058 Category : Finance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong roots that date back...

  • Business Analyst, Intermediate

    2 weeks ago

    Waterloo, Canada Equitable Full time

    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 success is a dedicated, motivated and customer-responsive staff. Join Equitable...

  • Business Analyst, Intermediate

    6 days ago

    Waterloo, Canada Equitable CA Full time

    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 success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Regulatory Financial Analyst

    7 days ago

    Waterloo, Canada The MEARIE Group Full time

    **Regulatory Financial Analyst**: Enova Power Corp. is the trusted energy provider, dedicated to delivering safe and reliable energy solutions that power our communities forward. Serving more than 157,000 residential and business customers in the City of Kitchener, City of Waterloo, Township of Woolwich, Township of Wilmot, and Township of Wellesley, Enova...

  • Intermediate Business Analyst

    4 weeks ago

    Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

  • Financial Analyst

    3 weeks ago

    Waterloo, Canada The MEARIE Group Full time

    Financial Analyst (12-months)  Enova Power Corp. is the trusted energy provider, dedicated to delivering safe and reliable energy solutions that power our communities forward. Serving more than 160,000 residential and business customers in the City of Kitchener and Waterloo, Township of Woolwich, Wilmot, and Wellesley, Enova Power Corp. is the 7th largest...

  • Intermediate Business System Analyst, Data

    3 weeks ago

    Waterloo, Canada Equitable CA Full time

    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 success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Regulatory Financial Analyst

    2 weeks ago

    Waterloo, Canada The MEARIE Group Full time

    **REGULATORY FINANCIAL ANALYST (One-Year)** Enova Power Corp. is the trusted energy provider, dedicated to delivering safe and reliable energy solutions that power our communities forward. Serving more than 160,000 residential and business customers in the City of Kitchener and Waterloo, Township of Woolwich, Wilmot, and Wellesley, Enova Power Corp. is the...

  • Junior Financial Analyst

    2 months ago

    Waterloo, Canada CB Canada Full time

    Junior Financial Analyst - PROCOM KW is currently searching for a Junior Financial Analyst with experience in general accounting procedures and corporate finance principles.Junior Financial Analyst ResponsibilitiesDeveloping revenue estimates, operating plans / forecasts / reviews, OP (operatingplan/budget) and/or corporate reportingProviding...

  • Junior Financial Analyst

    4 weeks ago

    Waterloo, Canada CB Canada Full time

    Junior Financial Analyst - PROCOM KW is currently searching for a Junior Financial Analyst with experience in general accounting procedures and corporate finance principles.Junior Financial Analyst ResponsibilitiesDeveloping revenue estimates, operating plans / forecasts / reviews, OP (operatingplan/budget) and/or corporate reportingProviding...

  • Financial Analyst

    4 weeks 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...

  • Intermediate Financial Analyst

    2 months 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...

  • Intermediate Financial Analyst

    2 days 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...

  • Financial Analyst, Accounting and Reporting

    3 weeks ago

    Waterloo, Canada Definity Financial Corporation Full time

    Job ID : 7434 Category : Finance Brand : Definity Regular/Temporary : Temporary Fulltime/Parttime : Full Time Location : Waterloo, Canada Posting Range : See Posting / Voir ci-dessous Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...

  • Sr Analyst, Financial, Financial Reporting

    4 weeks ago

    Waterloo, Canada the Ladders Full time

    Job DescriptionWhat can you expect in this role?Reporting to the Manager, Financial Reporting, the Senior Financial Analyst ("SFA") is responsible for supporting the preparation of financial reporting materials, and providing Finance customers with value-added information and analysis to assist in t

  • Business Systems Analyst, Intermediate

    4 weeks ago

    Waterloo, Canada Equitable CA Full time

    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 success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Business Systems Analyst, Intermediate

    13 hours ago

    Waterloo, Canada Equitable CA Full time

    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 success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Intermediate Financial Analyst

    3 weeks ago

    Waterloo, Canada Definity Full time

    Job ID : 6351 Category : Finance Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Waterloo, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong roots that date back...

  • Commissions Analyst

    2 weeks ago

    Waterloo, Canada Serenia Life Financial Full time

    Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...