Job Description:

Sun Life Canada's Operations Expense Management function provides first line of defense support to its business partners as well as consolidation, analytics and reporting of the business' expenses on a monthly and quarterly basis. As part of a dynamic team of Finance professionals, the Senior Financial Analyst will assist in furthering the financial planning and analysis agenda with a strong focus on consolidation, detailed planning and variance analysis, creating and maintaining financial models, understanding key cost drivers and influencing people in the organization to optimize operational expenditures. This role will be part of the critical transformation of Finance from purely a reporting and planning function to a Trusted Financial Advisor to the business.

What will you do?

Consolidation & Annual Planning
• Coordinate monthly forecasts and annual and strategic planning cycles to support consolidation across Operations Expense Management
• Consolidate business unit submissions, validate completeness and accuracy, and investigate material variances, risks and opportunities
• Coordinate planning timelines, assumptions, templates and inputs with Finance partners to support consistent and timely submissions
• Prepare consolidated expense outlooks, roll-forwards and management reporting that clearly communicate key drivers and changes from prior cycles
• Maintain consolidation models, planning files and process documentation, and identify opportunities to improve controls, efficiency and data quality

Reporting & Analysis
• Hands on role that builds and improves financial models/processes to support monthly and quarterly reporting
• Analyze expense trends to drive management action to optimize operating expenses
• Utilize data driven models to report outcomes for financial and non-financial metrics including value added commentary and insights

Planning
• Support the expense budgeting, forecasting, strategic plan and annual plan process
• Demonstrated ability to develop expense roll forwards from cycle to cycle

Finance Transformation
• Ability to recognize and implement continuous improvements
• Ability to document financial models and processes to enable repeatable and sustainable processes

Other
• Build strong partnerships with business leaders and become a trusted financial advisor
• Lead/support ad hoc financial analysis/consulting as required (e.g. expense studies, cost benefit analysis etc.)
• Understand, and be able to explain to business partners, common charges and Sun Life expense management process

What do you need to succeed?
• Financial designation with strong preference for CPA or MBA with commensurate experience
• 5+ years of financial planning, reporting and analysis experience; preferably in Financial Services
• Proficient in MS Office Suite (Excel, Word, PowerPoint)
• Knowledge of various data management tools (i.e. Tableau, Python, etc.)
• Financial modeling experience
• Expense management experience ideal
• Curious nature with a passion for investigative analysis, business impact and continuous improvement
• Exceptional communication skills, both written and verbal
• Experience building executive-level presentation and content
• Ability to thrive in a fast-paced environment with multiple competing priorities
• Results oriented and critical thinking - high sense of ownership
• Capable of distilling complex concepts into simple key messages and insights
• Curious mindset and comfortable with ambiguity and change
• Strong teamwork and collaboration skills
• Strong relationship management skills with a focus on client orientation; including excellent interpersonal and communication skills (both oral and written)
• Analytical thinking - designs/orchestrates use of financial and business analytics for decision making
• Problem solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance
• Demonstrated strength and ability to design and implement processes and standards
• Strong prioritization and organization skills -- capable of meeting deadlines in a high-performance environment
• Strong financial analysis, reporting and presentation skills
• Ability to work both independently with minimal supervision and within a team environment

Notes/Unique Requirements

Some overtime will be required during peak reporting periods

What's 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
• We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We're honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

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:
11/10/2026