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Job Description:

The Financial Analyst will assist with annual planning, monthly forecasting and budgeting. They will be looked upon to provide strong analytical input and support with financial reporting, financial modelling and forecasting for one of Group Retirement Services (GRS)'s main product segments. The successful candidate may also be engaged in the completion of important internal and external surveys and benchmarking activities.

The Financial Analyst will:

• Demonstrate an understanding of how the team and business area contributes to the business unit

• Use basic knowledge of the business to address common and short-term business issues

• Seek feedback from business partners and peers to identify opportunities to improve operational efficiency and effectiveness

• Build general management knowledge and apply it to common business issues

Does this sound like you? Click APPLY!

What will you do?

• Support the monthly and quarterly financial statement close process leading to quarterly AVP and VP sign offs

• Support the monthly sales forecast, multi-year planning and annual budgeting process for GRS: create templates, input data, resolve issues and interact with staff and leaders across the company

• Support the monthly and quarterly assets under administration (AUA) reporting

• Assist with timely and accurate monthly and quarterly report production, providing key input and analysis. May own the creation of several key outputs looked upon by management and leaders to help gauge expense or broader financial performance

• Investigate and effectively communicate issues with the creation and distribution of reports; assist in the resolution of these issues

• Liaise with key partners such as Canadian Finance, Expense Management, Savings Accounting, Pricing, Fund Operations, and others

• Develop and improve financial tools and reporting processes to support strategic initiatives and evolving reporting requirements

What do you need to succeed?

• University degree with a major in Accounting or Finance

• Experience in the finance field

• Advanced excel skills; ability to summarize large amounts of data to isolate business drivers and articulate findings

• Ability to accurately communicate financial results

Preferred:

• CPA or another accounting designation

• Strong organizational skills and attention to detail

• Prior insurance industry experience is preferred

• Knowledge of Tableau, Power BI, and Analysis for Office (AFO)

What's in it for you?

• 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

• Great Place to Work® Certified in Canada and the US.

• Named 2021 “Best Places to Work” by Glassdoor

• Canada Award for Excellence for Mental Health at Work - 2021

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative, and inclusive culture

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 [email protected].

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.

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