Job Description:
Reporting to the AVP, Strategic Finance Initiatives, this role is accountable for supporting financial reporting, financial planning & analysis, and strategic initiatives at Sun Life Asset Management (7SLAM8). This role is responsible for:
- Supporting the development of SLAM6s financial reporting processes
- Contributing to the financial reporting, advisory, and analysis processes at SLAM
- Partnering with Enterprise and SLAM counterparts to satisfy relevant internal control requirements
- Supporting the strategic planning process in partnership with SLAM Strategy and Enterprise
- Engaging with various ad hoc SLAM finance and strategic initiatives to drive SLAM6s strategic imperatives
This role affords the successful candidate the opportunity to learn about SLAM6s businesses from a holistic perspective, develop analyses to provide key insights to the SLAM Executive team, and build relationships across the Enterprise.
Keys to success in this role include:
- ability to prioritize and manage multiple deliverables within tight timelines
- curiosity to understand our business and key drivers of our results
- strong attention to detail and focus on data accuracy; eye for user-oriented design, graphical storytelling and dashboard development
- a passion for leveraging technology/tools and continuous process improvement
- ability to innovate and challenge the status quo to drive meaningful change
- a practical problem solver
What will you do?
- Support the continuous improvement of SLAM6s financial reporting processes, including:
- Implementing operational workflows to collect, use and share financial information
- Supporting the production of internal and external financial reviews
- Executing new reporting processes and controls
- Support the SLAM business plan process and all financial components of strategic planning process, partnering with SLAM business units and Enterprise functional groups
- Be a partner with SLAM Strategy to support the success of strategic initiatives
- Deliver deep dive analysis to develop insights and support management decision making
- Prepare summary, driver-based analysis to support the SLAM Executive team in understanding business results and performance versus business plan
What do you need to succeed?
- Connects the big picture, understands the business and manages complexity across deliverables
- Optimizes work processes and aligns work to outcomes
- Operates well in ambiguity and is resilient in changing situations
- Adapts style to be effective in different situations and challenges
- Ability to manage multiple priorities
- Strong written and verbal communication skills
- Strong financial and business analytic capabilities
- Advanced skills in Microsoft Office in support of Executive and Board materials
- Experience with Workiva (preferred)
Education and Experience
- CPA, or actively working toward one, with 5 years of experience; financial services industry preferred
- Additional relevant qualifications would be considered an asset
- Progressive experience with FP&A in financial services
What6s in it for you?
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible Benefits from the day you join to meet the needs of you and your family
- We6re committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential
- We6re honoured to be recognized as a 2026 Best Workplaces in Ontario by Great Place to Work4 Canada
- We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work4, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health
*LI-NB1
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.
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.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
85,000/85 000 - 128,000/128 000
Job Category:
Finance
Posting End Date:
21/11/2026
