Business Analyst, Financial Management

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.

Reporting to the Director, GRS Business Development Financial Management, the Business Analyst is responsible for assisting with a wide range of financial management activities including sales performance measurement & analysis, client financial analysis, planning (strategic, annual & business case), market share measurement & analysis and competitive intelligence. They will be a key contributor who supports the Business Development Leadership Team to achieve national & regional sales, client retention & profitability objectives for GRS’s DC & INVO businesses.

**What will you do?**

Performance Measurement & Reporting
- Create, prepare (with regular frequency) & on occasion help deliver sales tracking & reporting dashboards required by Business Development Leadership team
- Analyze & report on GRS sales, terminations, retentions, at risk, and client profitability trends
- Maintain client segmentation data for use in Planalytics and other client management needs
- Analyze and support prospect pursuit program and key advisor strategy.
- Help develop, analyse, maintain, manage the Sales & CRE compensation programs (SIP)
- Assist with financial analysis, assessment & forecasting of commission, Partner Bonus (or similar) Advisor compensation programs
- Manage external benchmark reporting (e.g., Fraser, LIMRA)

Planning & budgeting:

- Support the BD planning process ensuring alignment of initiatives and deliverables
- Help prepare annual Business Development business plan & budget, including sales targets & client financial targets
- Provide financial analysis to support strategic planning, business cases & ad hoc requests
- Help manage Business Development area budget (including FTE)

**What do you need to succeed?**
- Conducts strategic analyses (strengths, weaknesses, opportunities, threats) and identifies opportunities to advance business unit/functional area business strategies
- Recommends ways to adapt current approaches to take advantage of new opportunities
- Consistently pushes for innovation
- Anticipates likely obstacles to achieving objectives and identifies ways to overcome them
- Identifies and simplifies complex processes
- Uses measurement as a valuable management tool
- Identifies and critically examines the accuracy of underlying assumptions
- Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment

Experience & Skills
- Bachelor’s degree
- Strong data manipulation skills with the ability to take large data sets and convert to relevant insights that will help drive decisions
- Good business acumen with solid understanding of financial services industry (ideally GRS), sales practices, client management & client expectations
- Strong financial knowledge of revenue & expense flows & drivers
- Strong financial diagnostic, projection, modeling, analysis & reporting skills
- Planning and/or budgeting experience
- Strong communication (written, verbal) skills
- Willing to occasionally work with senior management (VP, AVP, RVPs, GRSMT)
- Ability to work independently, with a strong achievement motivation
- Strong prioritization, problem solving/decision making skills

**What's in it for you?**
- Exposure. Some might consider this a unique/coveted role, with opportunities (if desired) to work with key GRS decision makers.
- Drive change. Apart from regular deliverables, there will be opportunities to work on projects and influence change.
- 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
- Wellness programs that support the three pillars of your health - mental, physical and financial
- 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
- 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**:
48,100/48 100 - 78,600/78 600

**Job Category**:
B