Avp, Financial Planning

7 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.

**About the role**

Reporting to the Vice-President and Chief Financial Officer (CFO), Retail Advice & Solutions, this role is accountable for driving strategic and business planning and analysis for RA&S. This role will also support management reporting, forecasting, and the transformation of our planning process, while being responsible for driving new financial insights to deliver value creation.

Advance your career by joining a team who are as energetic, smart, and driven as you are The individual in this role will lead the financial planning cycles to achieve strategic and financial objectives for the business unit. A key objective is to analyze and enhance financial performance through optimization of business drivers. The role will partner with the Sun Life RA&S leadership team helping to identify, prioritize and execute on optimization of strategic priorities from a financial perspective.

Keys to success include - the ability to collaborate effectively with all levels of management across the organization, a practical problem solver, effective delegator, with the ability to challenge the status quo through direct communication and a focus on the client while building successful relationships across the business.

We provide an environment where individual contribution is rewarded and teamwork is encouraged, objectives are clearly defined and where our core values are always front and center.

**What you'll be doing**
- Lead financial analysis including financial planning, forecasting, business insights and decision support within the RA&S Finance team
- Identify opportunities to unlock value within or across the business by partnering with other areas, leading data and analytics from a financial perspective
- Work with partners to identify financial optimization opportunities under IFRS 17; lead the implementation of these opportunities
- Manage and advise on various initiatives, including reviews of business cases and deep dives into certain areas of the business. Work in collaboration with business and functional areas to analyze business profitability and potential optimization opportunities
- Continuous improvement mindset, supporting finance and actuarial partners within RA&S to optimize processes and adopt new tools/technologies
- Support the quarterly business review and quarterly financial reporting process for RA&S, working with partners including: Finance, Actuarial, Pricing/Profitability, ALM, Risk, Capital

**A few reasons you might love this job**:

- Exposure: Partner with senior level leaders across RA&S, Investment Solutions, Client Experience Office, Finance, Canadian Strategy, Risk, Enterprise Services
- Be appreciated: Your success will be recognized and appreciated
- Drive Change: We want to hear your great ideas on design, best practices and outcome oriented plans in addition to finding and leading process enhancements
- Enjoy: Inclusive, flexible, and fun workplace

**What you'll need to succeed**
- Strong analytical and problem solving skills
- Business mindset with desire to drive business value
- 10 to 15+ years experience with Financial Services industry; Insurance preferred
- FSA, FCIA, CPA, MBA or CFA qualifications would be beneficial; actuarial knowledge/experience is an asset
- Strong leadership skills with an ability to work across multiple functions and business groups
- Connects the big picture, understands the business and manages complexity across deliverables
- Drives for results, optimizes work processes and aligns work to outcomes
- Focuses on key internal clients and their needs at senior levels
- Operates well in ambiguity and is resilient in changing situations
- Adapts leadership style to be effective in different situations and challenges
- Works effectively together through engagement and influencing others, collaborates effectively and optimizes talent
- Excellent written and verbal communication skills
- Excellent financial and business analytic capabilities
- Advanced skills in Microsoft Office in support of senior management materials

**What's in it for you**
- The opportunity to move along a variety of career paths with amazing networking potential.
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- Care Days available for self-care or care of

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