Financial Planning Director

2 weeks ago

Old Toronto, Ontario, Canada Sun Life Financial Full time

About the Role:

Sun Life Financial is seeking a highly skilled Director of Finance Process Management and Innovation to join our Canadian business segment. As a key member of the Financial Planning, Reporting and Analysis (FPR&A) team, you will play a critical role in optimizing the processes that support the financial reporting, analysis, and planning functions.

The ideal candidate will have 5-7 years of FP&A experience in the financial services industry, preferably insurance and wealth management. You will have a strong background in process improvement and re-engineering, with experience leading initiatives in a finance function. Your excellent relationship management skills will enable you to understand business requirements and translate them into solutions.

You will be responsible for coordinating all current financial reporting and analysis processes, including developing the annual calendar and communicating with business unit finance teams. You will also act as the main point of contact for new reporting requirements from corporate partners.

In the future state, you will document the current state of the planning and forecasting processes with the business units. You will partner with the Canadian Finance Optimization team to research and recommend process improvements and technology solutions. You will build the data infrastructure to support automated business analysis and forecasting, identify change impacts, and work with key stakeholders in managing the change process.

What You'll Need to Succeed:

  • 5-7 years of FP&A experience in the financial services industry, preferably insurance and wealth management.
  • Experience leading process improvement or re-engineering initiatives in a finance function.
  • Strong relationship management skills, including the ability to understand business requirements and translate them into solutions.
  • Bachelor's degree in finance, business, or IT, with an MBA and/or CPA designation preferred.
  • Proficient in financial modeling and analysis using tools like Excel, Oracle, SAP, Essbase, and Tableau.
  • Bilingualism (French, English) is required for Quebec only as the position includes managing both French and English-speaking staff.

What's in it for You:

  • 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.
  • In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year.
  • We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
  • Care Days available for self-care or care of others and Sick Days to support your well-being.

Salary Range: 105,000 - 180,000

Job Category: Finance

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