Director, Estate and Financial Planning Services
Sun Life
Financial Analyst – 12 Month Contract
Booster Juice
contract
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- Assist in the development of the annual budget, monthly and quarterly forecasts and monitor results versus budget and forecast working with business partners to complete this process.
- Works closely with business partners to determine root causes of financial performance and maintains focus on identifying ways to improve the short and long term financial outlook.
- Participate in month end close through pre month-end close review of department GL entries and accruals.
- Develop financial models that are responsive to the changing business and that track key metrics relevant to various stakeholders (i.e. executive, working team etc.).** **
- Prepares management reporting for client groups and participate in monthly finance review meetings highlighting key business trends and variances.
- Develop a deep understanding of major performance drivers and assist business decision makers in the development of action plans to meet financial goals and mitigate risks.
- Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
- Prepares weekly, monthly reporting and enhances the existing KPI reporting and analytical tools to increase efficiency and uncover more insight into business operations.
- Ad hoc financial modeling and recommendations to support the business units in making financially sound business decisions.
Requirements
- Bachelor’s Degree in Business Administration, Accounting, Finance or related field.
- Working towards CPA, MBA and/or CFA an asset.
- 2+ years of finance and/or accounting experience with progressive responsibility in Financial Planning and Analysis.
- Analytical thinker who can take detailed/complex information and convert to meaningful business insights, recommendations and actionable next steps.
- Good business judgment with an ability to challenge plans and assumptions and take an independent stance when appropriate.
- Professional communication and presentation skills with an ability to partner with cross-functional groups and various management levels.
- Advanced financial modelling (proven experience building financial models), Excel and PowerPoint skills.
- Knowledge of SAP (ideal) and CPM management reporting tools (OneStream, TM1, Hyperion, BPC).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingfinancial analysisbudgetingforecastingKPI reportingdata analysisGL entriesaccrualsmanagement reportingbusiness insights
Soft skills
analytical thinkingbusiness judgmentcommunication skillspresentation skillscollaborationproblem-solvingindependent decision makingattention to detailstakeholder engagementaction planning
Certifications
Bachelor’s Degree in Business AdministrationBachelor’s Degree in AccountingBachelor’s Degree in FinanceCPAMBACFA
