Reporting & Analysis Hand 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

Requirements

5+ years of financial planning, reporting and analysis experience (budgeting, expense management and variance analysis); preferably in Financial Services
Financial designation with strong preference for CPA or MBA with commensurate experience
Proficient in MS Office Suite – Excel (pivot tables, V-looks up), Word, PowerPoint
Exceptional communication skills, both written and verbal
Experience building executive-level presentation and content
Analytical thinking - designs/orchestrates use of financial and business analytics for decision making
Strong relationship management skills with a focus on client orientation; including excellent interpersonal and communication skills (both oral and written)
Strong prioritization and organization skills -- capable of meeting deadlines in a fast paced, high-performance environment
Experience of various data management tools (i.e. Tableau, Python, Hyperion, etc.)
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
Problem solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance

Benefits

Hybrid work environment
A friendly, collaborative, and inclusive culture
20 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
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingexpense managementvariance analysisbudgetingfinancial analysisdata analysisanalytical thinkingcritical thinkingproblem solvingreporting

Soft Skills

communication skillsrelationship managementclient orientationorganizational skillsprioritizationinterpersonal skillspresentation skillscuriosityadaptabilitytrust building

Certifications

CPAMBA