Planning & Reporting Analyst, Global Expense 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.

Job Description:

About the role:

Sun Life's Corporate Expense Management team works to oversee the management of more than $14B of annual expenditures.  The team works closely with key Digital, Business and Technology Solutions (DBTS) and corporate finance areas and each of Sun Life's Business Groups to support the completion of critical financial deliverables and activities.  These include reporting and analysis of quarterly and annual expense numbers; planning, budgeting and forecasting of expense values; and the creation and execution of expense control and governance frameworks. 

This role will report to the Manager, Expense Management.

What will you do?

• Collaborate with Business Group partners to develop and communicate consolidated expense reporting and insights to senior leaders
• Coordinate key expense components of the annual Strategic Plan and Business Plan deliverables
• Execute on our digitization and automation expense priorities, leveraging technical capabilities and a continuous improvement mindset
• Lead or otherwise support in the resolution of ad hoc requests for information from senior leadership, responding in a complete and effective manner with a high sense of urgency
• Build strong relationships with Corporate and Business Group partners

What do you need to succeed?

• 2+ years working in a global organization
• Bachelor's degree in Business, Accounting, Finance, Economics, or a related field.
• Progressive experience within the financial management functions and proven track record of partnering with and influencing stakeholder across various business areas
• Attention to detail to ensure accurate internal and external reporting
• Communication skills to share relevant information at the executive level in a compelling, succinct and diplomatic manner
• Ability to manage through complexity and ambiguity with a 'can-do' attitude and ownership mindset
• Excellent multitasking, prioritization, and time management skills

Preferred Skills:

• Experience working in the insurance industry or a large financial institution is an asset
• Working knowledge of relevant applications is an asset (Hyperion, SAP, Longview, Workiva, Tableau)

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• 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
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named "Best Places to Work" by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several 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.

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