Senior Financial Analyst, Financial Planning – Analytics

Sun Life

Senior Financial Analyst supporting Sun Life’s investment solutions through FP&A, expense management and financial insights. Building dashboards, forecasts and business cases for strategic decisions.

Posted 8/20/2026full-timeWaterloo • 🇨🇦 CanadaSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modelling, forecasting, and analytical skills, with a strong focus on developing dashboards and executive reporting. Proven ability to translate complex financial data into actionable insights while managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

CPA DesignationFinancial ModellingForecastingAdvanced ExcelData Visualization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisVariance AnalysisExpense ReportingBusiness Case ModellingKPI ReportingTrend AnalysisExpense Driver IdentificationProcess ImprovementAutomationGovernance and Control

Soft Skills

Strong CommunicationStakeholder ManagementCuriousCollaborativeCommitment to Continuous Improvement

Tools & Technologies

TableauPower BI

Certifications & Qualifications

CPA Designation

Industry Keywords

Investment ManagementSales CompensationBusiness AnalyticsFP&AAccounting

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Lead forecasting, analysis and monitoring of management expenses, project spend and business initiatives
Prepare monthly and quarterly expense reporting, variance analysis and commentary
Support annual planning, forecasting and budget processes
Identify expense drivers, forecast risks and opportunities, and recommend actions
Develop and maintain dashboards, KPI reporting and analytical tools
Perform business case modelling and financial analysis for strategic initiatives, product launches and business opportunities
Analyze trends across assets under management, sales, productivity and business performance metrics
Define data requirements and enhance reporting capabilities with stakeholders
Support incentive compensation modelling, monitoring and governance
Implement process improvements through automation, technology and enhanced analytics
Prepare reporting and analysis for audit, governance and control requirements
Translate complex financial information into actionable insights and recommendations

Requirements

What you’ll need

CPA designation (or equivalent) with relevant finance experience
5–7 years of experience in finance, FP&A, business analytics or accounting
Strong financial modelling, forecasting and analytical skills
Experience developing dashboards, business cases and executive reporting
Advanced Excel and data visualization skills (Tableau, Power BI or similar)
Strong communication and stakeholder management skills
Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment
Curious, collaborative and committed to continuous improvement
Knowledge of investment management, distribution or sales compensation is an asset

Benefits

Comp & perks

Collaborative, supportive and inclusive team environment
Meaningful work connected to business decisions and strategic planning
Opportunities to use data, automation and reporting tools
Exposure to senior leaders and cross-functional partners
Continuous learning, career development, flexibility and wellbeing
Hybrid work with flexibility to work from the office and virtually
Purpose-driven organization focused on clients’ financial security and health