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Senior Financial Analyst, Individual Expense Management
Sun LifeSenior Financial Analyst managing expense planning, forecasting and reporting for Sun Life’s investment solutions business. Delivering actionable insights, controls and savings opportunities to senior leaders.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and expense management, with a strong ability to translate complex financial data into actionable insights. Proven track record in building relationships with stakeholders and driving process improvements to enhance financial governance and reporting accuracy.
Highest-signal resume keywords
Financial AnalysisExpense ManagementForecastingAdvanced Microsoft ExcelFinancial Governance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisForecastingExpense ManagementCost Centre ManagementBusiness PlanningAnalytical SkillsModellingAttention to DetailProblem-SolvingProcess Improvement
Soft Skills
Strong Communication SkillsCollaborative MindsetCuriosityInitiativeSound Judgment
Tools & Technologies
HyperionTableauSAS EGPower BIReporting Tools
Certifications & Qualifications
Professional Accounting Designation
Industry Keywords
Investment ProductsAsset ManagementDistribution ChannelsInsurance ProductsAudit Requirements
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Deliver financial analysis and reporting explaining expense results, cost drivers, trends and business implications
- Lead expense components of annual planning, forecasting and budget processes
- Coordinate with business partners and support management review
- Prepare monthly and quarterly expense reporting, analysis and commentary for senior leaders and stakeholders
- Develop expense forecasts for management areas, initiatives and project spend
- Analyze seasonality, run-rate trends and forecast risks or opportunities
- Partner with Investment Solutions business areas to manage project expenses, monitor productivity and assess savings opportunities
- Support effective resource decisions
- Build relationships with finance, business and operational partners
- Translate complex financial information into clear insights and recommendations
- Identify and implement process improvements across systems, data flows, controls and reporting processes
- Support audit, governance and control requirements through reporting, analysis and documentation
Requirements
What you’ll need- Professional accounting designation with a related university degree
- 5–7 years of accounting or finance experience, including experience with expense management, planning, forecasting or financial analysis
- Strong financial analysis, forecasting, modelling and business-partnering skills
- Strong analytical and problem-solving skills, accuracy, attention to detail and sound judgment
- Strong communication skills for finance and non-finance audiences
- Advanced Microsoft Excel skills and experience building complex reporting models
- Experience with Hyperion or other planning and reporting tools is an asset
- Ability to organize, prioritize and make sound decisions in a fast-paced environment
- Passion for improving processes, strengthening controls and driving sustainable change
- Collaborative mindset and ability to build trusted relationships with internal partners and senior stakeholders
- Curiosity, initiative and comfort using technology to simplify work and improve accuracy
- Knowledge of individual investment products, asset management, distribution channels or insurance products is an asset
- Expense, cost centre management, allocation methodology or business planning experience is an asset
- Tableau, SAS EG, Power BI or other reporting and analytics tool experience is an asset
- Experience supporting financial governance, audit requirements or control documentation is an asset
Benefits
Comp & perks- A collaborative, supportive and inclusive team environment
- Meaningful work connecting financial analysis to business decisions, expense discipline, strategic planning and Client-focused outcomes
- Opportunities to use data, automation and reporting tools to simplify work and improve insights
- Exposure to senior leaders and cross-functional partners
- Continuous learning, career development, flexibility and wellbeing
- Flexible hybrid work model
- Variety of career paths with strong networking potential
- Purpose-driven organization focused on helping Clients and Employees achieve lifetime financial security and live healthier lives