Strategic Director of Financial Planning and Insights

1 month ago


Old Toronto, Canada Sun Life Financial Full time

We are seeking a highly skilled Strategic Director of Financial Planning and Insights to join the Finance team at Sun Life General Investment Account.

The ideal candidate will lead the quarterly credit cycle reporting process, including preparation of agendas, summarizing executive materials, facilitating credit calls with the Front Office and other teams, and ensuring compliance with relevant IFRS accounting standards.

Key responsibilities include managing the IFRS 9 Expected Credit Loss (ECL) process, summarizing the incremental change in ECL, and ensuring accurate P&L for downstream reporting and external disclosures. The successful candidate will also lead the monthly global earnings on surplus reporting and analysis processes, including coordinating quarterly forecasting and annual business plan preparation.

In addition, the Strategic Director will manage ad-hoc investigations to answer queries from various teams and cross-departments, responsible for maintaining the control environment to ensure key controls are operating as described and supporting quarterly audit requirements.

Award-winning workplace culture - Great Place to Work Certified in Canada and the U.Best Places to Work



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