Senior Project & Portfolio Analyst
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$80,000 - CA$128,000 per year
Job Level
About the role
- Serve as the subject matter expert for Planview Portfolios—its configuration, data structures, workflows, and reporting capabilities
- Act as the Planview Portfolios system administrator for Canada, collaborating with the Global Administration team to troubleshoot issues and coordinate resolutions for end users
- Guide the Planview Portfolios support team toward operational excellence; monitor and maintain data quality across all modules, identifying gaps and driving process improvements
- Execute monthly and quarterly financial management processes within Planview Portfolios, including budgeting, forecasting, variance analysis, and cost allocation
- Oversee the initiative benefits tracking process, ensuring benefits are captured, validated, and reported with accuracy
- Lead project status reporting processes—ensuring timely, consistent, and reliable updates across portfolios
- Support OKR management, including setup, maintenance, and reporting of progress
- Partner with internal stakeholders and administrative teams to design and develop dashboards and reporting that enhance transparency and decision-making
- Collaborate with end users and stakeholders to deliver system enhancements, test new features, and support rollouts
- Document processes, standards, requirements, and technical specifications as needed
Requirements
- Bachelor’s degree in Business, Finance, Information Systems, or related field
- 5+ years of experience in business analysis, financial analysis, and/or project & portfolio management
- Familiarity with Planview Portfolios or comparable project and portfolio management tools
- Demonstrated ability to manage complex data workflows and system-driven processes
- Strong financial acumen, especially in forecasting and variance analysis
- Ability to work effectively in a collaborative, cross-functional environment
- Excellent documentation skills, with the ability to create clear and comprehensive reports, process documentation, and technical artifacts
- Advanced proficiency in Microsoft product suite (Excel, PowerPoint, Teams and Co-Pilot)
- Exceptional analytical and problem-solving skills
- Clear and confident communication skills, adept at working with both technical and non-technical audiences
- Working knowledge of project and portfolio management processes, including agile and/or scaled agile
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Commitment to creating an inclusive and respectful environment
- Opportunity to move along a variety of career paths with amazing networking potential
- Recognition for prioritizing employee well-being and fostering a positive work culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisbusiness analysisproject managementportfolio managementbudgetingforecastingvariance analysisdata workflowsprocess improvementsOKR management
Soft Skills
collaborationdocumentationanalytical skillsproblem-solvingcommunicationcross-functional teamworkattention to detailoperational excellencestakeholder engagementprocess design