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 reporting, forecasting, analysis and value-added insights and supporting strategic and annual planning process for Sun Life Health projects.

This role will also oversee benchmarking and competitor insights to identify risks and opportunities for Sun Life Health.

This highly visible role is a key member of the Sun Life Health Expense Management Team accountable for collaborating with leaders and various teams on project reporting, forecasting and analysis, negotiating contracts, identifying risks and opportunities to drive expense optimization and recommending corrective actions and tradeoffs to ensure Sun Life Health leadership is executing against its financial goals and strategies.

**What will you do?**
- Lead and support reporting, forecasting, analysis and value-added insights on projects and strategic initiatives
- Support strategic and annual planning and budgeting process
- Support transition to Digital Enterprise model
- Partner with project leaders to review business cases and support and influence Cost/Benefit analysis (CBAs)
- Develop financial models to support tracking and reporting on project initiatives
- Partner with Sun Life Health and Project Management Teams as well as Canadian Operations, Canadian Finance and Digital Business and Technology Solutions on project initiatives to develop the required metrics for tracking costs and benefits with value added insights
- Support contract negotiations with lens to manage and optimize project costs
- Lead and support Sun Life Health benchmark studies including summarizing and presenting risks and opportunities to leaders
- Develop approach to enhance competitor insights to identify expense optimization opportunities

**What do you need to succeed?**
- Financial designation (CPA, CFA)
- 5+ years of work experience in the Insurance or Financial Services Industry
- Experience in financial planning, reporting, forecasting and deep dive analysis for project initiatives
- Experience communicating and presenting to leaders
- Experience with both Waterfall and Agile methodologies
- Financial modelling experience
- Negotiation experience
- Benchmarking experience
- Superior analytical and critical thinking skills
- Strong attention to detail
- Strong prioritization, organization and time-management skills with ability to manage multiple priorities
- Ability to deliver under tight timelines

**Preferred**:

- Results oriented with ability to negotiate and influence outcomes
- High level of initiative and sense of ownership
- Capable of distilling complex concepts into simple key messages and insights
- Excellent verbal and written communication skills
- Strong relationship management and teamwork skills
- Ability to work both independently with minimum supervision and within a team
- Strong PC skills (MSOffice Suite, SharePoint, SAP, Hyperion, Tableau)

**What's in it for you?**
- 20 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
- 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

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**:
74,100/74 100 - 120,800/120 800

**Job Category**:
Finance

**Posting End Date**:
15/06/2023



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