Expense Analyst

4 weeks ago

Waterloo, Canada Sun Life Full time

Job Description

:

Location - HYBRID Toronto OR Waterloo. This is 12 Month Contract Opportunity.

The Group Retirement Services Finance team is responsible for providing accurate and timely financial information to enable effective management decision-making, working in partnership with our business partners in GRS and the Client Solution Center (CSC), as well as other Business Units in Canada, including Canadian Finance.

The Expense Analyst will help support all the expense management functions for GRS and the CSC. This includes completion of the monthly/quarterly expense reporting deliverables, playing a key role in the expense planning/forecast process, coordinating the yearly budget, and providing ad-hoc expense related analysis.

This role provides high exposure to all functional units in GRS and the CSC. The successful candidate will be an effective communicator, both verbal and written. They must have strong relationship building, and critical thinking skills. Additionally, the candidate is expected to be flexible and able to adapt to a rapidly changing environment, challenging the status quo while respecting others, and maintaining a positive work environment.

What will you do?

Support month-end reporting, forecasting and budgeting processes for expense management

Investigate and effectively communicate expense variances against budget to business leaders, working closely with Business stakeholders to forecast for upcoming spend

Provide accounting leadership on project spend, including calculating capitalization and amortization for various qualifying initiatives in GRS and the CSC and maintaining supporting schedules

Execute month-end close processes including accruals, expense transfers, CSC chargeback reporting and review of preliminary results for errors or unusual patterns in results

Assist in expense study, cost to service models and industry benchmark surveys

Prepare monthly reconciliations to ensure accuracy and completeness of accounts

Analyze expense trends and recommend opportunities for savings

Collaborate with other Finance areas to support and promote process integration and efficiencies

Prepare or assist in ad hoc analysis and projects as required by management

What do you need to succeed?

University degree or college diploma with concentration in Business/Commerce, Accounting, or Finance

Minimum 2 – 3 years of relevant work experience

Strong financial analysis and model development skills

Proven ability to partner and build relationships

Strong interpersonal and communication skills (oral and written)

Proven flexibility/adaptability/creativity to meet deadlines and manage priorities

Excellent PC skills (Role utilizes tools such as: MSOffice Suite, SAP, Tableau and Hyperion)

Highly motivated with the ability to consistently seek out improvements to current processes

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

Time off giving you the flexibility to focus on the moments that matter. 15 days' vacation per year

Flexible Benefits from the day you join to meet the needs of you and your family

We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

*LI-NB1

  • Senior Expense Analyst

    1 month ago

    Waterloo, Canada University of Waterloo Full time

    Overview The incumbent works with the Manager and the Payments & Expense team to lead the day-to-day operations and deliver efficient, accurate and timely transaction processing of non-salary expenses and provide excellent customer service to University client groups. They are responsible for ensuring procedures and controls are effectively applied in...

  • Senior Expense Analyst

    4 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview The incumbent works with the Manager and the Payments & Expense team to lead the day-to-day operations and deliver efficient, accurate and timely transaction processing of non-salary expenses and provide excellent customer service to University client groups. They are responsible for ensuring procedures and controls are effectively applied in...

  • Senior Financial Analyst, Individual Expense Management

    3 weeks ago

    Waterloo, Canada Sun Life Full time

    Job Description : The Investment Solutions Individual Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Investment Solutions, other Canadian Business Units and Canadian and Corporate Finance. The Senior...

  • Senior Financial Analyst

    2 weeks ago

    Waterloo, ON, Canada Sun Life Financial Full time

    Senior Financial Analyst, Individual Expense Management page is loaded Senior Financial Analyst, Individual Expense Management Apply locations Waterloo, Ontario time type Full time posted on Posted 4 Days Ago job requisition id JR00096581 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in...

  • Senior Accounting Analyst, Corporate Finance

    6 days ago

    Waterloo, Canada Knewin Full time

    Senior Accounting Analyst, Corporate Finance Waterloo, ON, Canada Req #2215 Wednesday, April 10, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key...

  • Senior Accounting Analyst, Corporate Finance

    1 month ago

    Waterloo, Canada Equitable Life of Canada Full time

    Senior Accounting Analyst, Corporate Finance Waterloo, ON, Canada Req #2215 Wednesday, April 10, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key...

  • Financial Analyst, Research

    4 weeks ago

    Waterloo, Canada Wilfrid Laurier University Full time

    **Date**:Mar 2, 2023 **Location**: Waterloo, CA **Company**:Wilfrid Laurier University **Department**: Finance **Job Type**: Continuing **Full-time/Part-time**: Full Time (>=1249 hrs/year) **Campus**: Waterloo **Reports to**: Manager, Research Finance **Employee Group**: WLUSA **Application Deadline**: March 16, 2023 **Requisition...

  • Finance and Salary Budget Reporting Analyst

    3 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The Finance and Salary Budget Analyst is primarily accountable for accurate and timely processing, review and reporting relating University salary budget and commitments data. The role has a holistic perspective for Finance data relating to salaries and therefore works closely in coordination with Human Resources (HR) on salary and position related...

  • Finance and Salary Budget Reporting Analyst

    4 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Finance and Salary Budget Analyst is primarily accountable for accurate and timely processing, review and reporting relating University salary budget and commitments data. The role has a holistic perspective for Finance data relating to salaries and therefore works closely in coordination with Human Resources (HR) on salary and position...

  • Research Finance Coordinator

    4 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Research Finance Coordinator provides financial services within the Department with particular focus in the areas of research grants, awards and contracts. In partnership with the Psychology Administrative Officer and the Faculty Financial Analyst, s/he establishes and maintains sound financial practices, provides expert financial...

  • Manager, Accounts Payable

    1 month ago

    Waterloo, Canada eSentire Full time

    About eSentire Founded in 2001, the company’s mission is to hunt, investigate and stop cyber threats before they become business-disrupting events. Combining cutting-edge machine learning XDR technology, 24/7 Threat Hunting, and proven security operations leadership, eSentire mitigates business risk and enables security at scale. The Team eSentire...

  • computer network technician

    5 days ago

    Waterloo, Canada CarefreeIT Full time

    Work Term: PermanentWork Language: EnglishHours: 37.5 hours per weekEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 1 year to less than 2 years or equivalent experienceWork settingHelp deskTasksMaintain, troubleshoot and administer the use of local area networks (LANs), wide area...

  • computer network technician

    5 days ago

    Waterloo, Canada CarefreeIT Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 37.5 hours per weekEducation: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experienceWork settingHelp deskTasksMaintain, troubleshoot and administer the use of local area networks (LANs), wide area...