Director, Enterprise Financial Modeling

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 AVP, Enterprise Finance Analysis & Initiatives, this role will support Enterprise Finance and the Chief Financial Officer in the evaluation and execution of mergers and acquisitions, as well as strategic investments.

**What will you do?**
- Responsible for building and maintaining financial models of the financial impacts of target companies to Sun Life. This includes returns analysis and impacts to key metrics such as EPS and ROE under various financing scenarios and acquisition structures. This includes modelling the expected financial reporting impacts.
- Developing high quality materials to support the CFO, Corporate Development and Executive Team in understanding key financial impacts and risks of the deal from an Enterprise perspective. This will include engaging with Capital, Tax, Accounting Policy, BG and BU Finance teams, Corporate Development and third-party advisors.
- Second line of defense review and challenge of financial models to evaluate target company valuations and expected returns to Sun Life from M&A opportunities. Target models are typically prepared by Business Group/Unit Finance teams and valuation agents.
- Support a variety of cross enterprise initiatives (primarily related to M&A) under the executive sponsorship of the Chief Financial Officer, support includes financial/business analysis, internal & external research or analysis, process design and provide meaningful information in response to issues / questions raised.
- Maintain, enhance, and develop company-wide M&A best practices, metrics, operating guidelines and taxonomy.
- Provide support to business partners in understanding the M&A operating P&L and valuation models and coordination of deliverables and CFO presentations.
- Assist in the preparation of presentation materials for Executive Team and Board consumption including complex financial analysis.
- Support the drafting, coordination and approval of Enterprise financial components for (i) request for approval and (ii) business case review and approval

**What do you need to succeed?**
- Education - Business, Math, Economics or Finance degree.
- Credentials - Finance, accounting or valuation credentials preferred (e.g. CPA, CFA, CBV etc.) Actuarial credentials will also be considered.
- Experience - Progressive experience in financial planning & analysis, transaction services, investment banking, private equity, or corporate development.
- Career progression - demonstrated track record of increasing responsibility and advancement, reflecting strong performance and impact
- Financial modelling - Proficiency building, auditing, and managing complex models preferred. Strong attention to detail.
- Strong and oral communication skills. Experience preparing executive and/or board materials is an asset.
- Intellectual curiosity - a demonstrated desire to understand business drivers, industry dynamics, technology tools, and emerging trends to inform better decision-making and improve efficiency of operations
- Comfort with ambiguity and constantly changing priorities in a fast-paced environment. Navigating uncertainty with sound judgement, adaptability, and a solutions-oriented mindset.
- Integrity and discretion - ability to handle confidential and market-sensitive information with professionalism
- Strong business acumen, technical financial acumen and analytical skill set - ability to absorb information quickly on a variety of complex issues (financial and non-financial) and summarize key issues or concerns and identify common themes and trends
- Strong prioritization and organizational skills - ability determine what is important and most value add, self-motivated and demonstrates initiative with the ability to work in an unstructured environment
- Strong Partnership skills - Ability to partner effectively with a broad range of stakeholders including executive level.
- Industry knowledge - preference will be given to knowledge and experience with one or more of Sun Life’s business types (Wealth and Asset Management, Individual Insurance and Group Health Insurance)
- Willingness and ability to deliver top quality work over under tight deadlines. Travel is not expected.

**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 healthie