Intermediate Financial Analyst
3 weeks ago
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
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