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Financial Portfolio Manager

5 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 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 Financial Portfolio Manager understands Key Initiative (project) portfolio budgets and planning, how aligning our key initiatives portfolio funding to strategy is a critical step in driving outcomes, and is laser-focused on the details. Working directly with the AVP, Agile Portfolio Management and in close collaboration with finance partners, this role is accountable for managing portfolio financials across all 3 of our RA&S business verticals, including annual planning, change requests, governance updates, reporting, and maintaining the financial book of record. This role is key in driving actions and decisions to keep portfolio spend on target throughout the year, and instrumental in building and evolving our portfolio financials processes and reporting to keep pace with Agile ways of working.

**What will you do?**
- Know the numbers, analyze trends, provide valuable insight to inform leadership conversations, and drive decision-making to keep alignment of portfolio investments to strategy
- Build, maintain, and publish the financial book of record for RA&S portfolios on an effective cadence to drive decision-making
- Manage the creation of front-line forecasting, planning, and reporting of initiative
- and persistent team financials, including supporting monthly, quarterly, and annual reporting deliverables with finance partners
- Interface with agile teams weekly to understand the nature of portfolio spend, discuss trends, and plan course-corrections when needed
- Manage the change request process for the RA&S portfolio
- Create and deliver team communications for ongoing priorities, including financials activities, new processes, changes to existing processes
- Work with ad-hoc team members to lead or support problem-solving, and to gain team alignment ahead of key decisions.
- Create high quality presentation material for our executive team that deliver critical insights and steer conversations to the issues that matter
- Support the AVP, Agile Portfolio Management by actively participating in key events and ceremonies with leadership and governance groups

**What do you need to succeed?**

Domain Expertise:

- Experience in successfully managing portfolio or large program/project financials
- Background in economics, finance or business administration
- History of process ownership, continual process improvement and lean process design
- Exposure to scaled agile or lean portfolio management

Agile Experience:

- 3+ years in Lean portfolio or Agile portfolio management is preferred
- LPM, PMP certification is a strong asset

Individual Skills:

- Strong financial analysis and reporting skills, combined with an exceptional communications skillset
- Experience building dashboards and reports that identify and surface key insights to inform decisions
- Intermediate to advanced-level excel and presentation skills
- Process-oriented, with an attention to detail and information quality
- Ability to lead and manage multiple projects concurrently
- A desire to commit to and get things done, and the initiative to take the lead and drive to resolution
- Ability to adjust shifting priorities and manage through ambiguity
- The ability to effectively influence people to all levels in a fast-moving environment
- Able to build a sense of trust and rapport that creates a comfortable & effective workplace
- Brings a high-energy and passionate outlook to the job and can influence those around them
- Outcome-focused and result-driven

**What's in it for you?**
- Working together, sharing common values, and encouraging growth & achievement
- Flexible Benefits from the day you join to meet the needs of you and your family.
- We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada
- Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.
- Charitable giving through our You Give, We Give program lets you give back to your community - and in many cases, we’ll match your contributions.

**#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 an