Manager, Expense Management

2 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 Manager reporting to the Director, Expense Management will focus on Sun Life Health expense reporting, forecasting, deep dive analysis and value-added insights as well as support strategic and annual planning and various expense initiatives.

This role will provide financial advice and support to Sun Life Health leaders identifying risks and opportunities to drive expense optimization and recommending corrective actions to ensure Sun Life Health leaders are executing against their financial goals and strategies.

This highly visible role is a key member of the Sun Life Health Expense Management Team accountable for collaborating with leaders and various teams across Sun Life including Client Experience Office, Canadian Operations, Canadian Finance and Digital Business and Technology Solutions to influence and optimize expense strategies to achieve financial targets.

**What will you do?**
- Act as Finance Advisor to Sun Life Health leaders
- Complete timely and accurate monthly and quarterly IFRS 17 reporting including detailed analysis with value-added insights
- Prepare quarterly and annual forecasts; participate in and support strategic and annual planning and budgeting
- Prepare and present executive insights and progress opportunities
- Lead development and implementation of new expense processes as required
- Lead and develop governance processes to ensure costs are aligned to financial targets and pricing strategies

**What do you need to succeed?**
- Financial accounting designation (CPA, CFA)
- 7+ years of work experience in the Insurance or Financial Services Industry
- Experience in financial planning, reporting, forecasting, financial modelling and deep dive analysis
- Continuous improvement mindset showing proactivity to create best practices for efficiency
- Strong impact and influencing skills; change management skills and experience
- Experience with IFRS 17 reporting requirements
- Strong attention to detail while maintaining a "big picture" view

**Preferred**:

- High level of initiative and sense of ownership
- Proven experience leading and presenting insightful reporting to senior leaders; capable of distilling complex concepts into simple key messages and insights
- Proven critical thinking skills
- Strong understanding of accounting and financial concepts including revenue and expense flows and drivers
- Strong PC skills (MSOffice Suite, SharePoint, SAP, Hyperion, Tableau)

**What's in it for you?**
- Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- 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.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- 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
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
- Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023

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**:
76,000/76 000 - 125,000/125 000

**Job Category**:
Finance

**Posting End Date**:
15/12/2023



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