Director, Financial Planning & Analysis

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

Job Description:

The Director, Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for delivering insights that drive business performance, financial accountability, and informed decision-making. This role partners closely with business leaders and senior management to manage key financial processes, including budgeting, forecasting, reporting, and expense oversight. The ideal candidate is a proactive, collaborative, and analytical leader with a passion for continuous improvement and data integrity.

Responsibilities

• Lead the annual plan, quarterly forecasts (Month 1, Month 2), and long-range planning processes for the Sun Life U.S. Business Group.

• Prepare and deliver the actual consolidated financial results and key performance indicators (KPIs) on a quarterly basis.

• Prepare and deliver the Quarterly Financial Review (QFR) and Quarterly Business Review (QBR), working closely with senior leaders to highlight results, trends, and strategic focus areas.

• Analyze and communicate financial performance, including variance analysis (actuals vs. forecast/budget) with clear, actionable insights.

• Review and reconcile financial reporting deliverables, including the financial supplement, ensuring accuracy and completeness.

• Partner with business leaders to understand financial drivers, identify risks and opportunities, and support operational execution.

• Drive process improvement and automation efforts using Excel, Tableau, Workiva, and PowerPoint.

• Lead and develop a team of two financial analysts; build a strong performance culture and support professional development.

• Support ad hoc projects and strategic initiatives, including M&A, rating agency materials, investor day materials, etc.

Qualifications and Preferred skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or MBA strongly preferred.

• 10+ years of progressive corporate finance experience, including 3–5 years in a leadership role.

• Proven expertise in financial planning, reporting, forecasting, and variance analysis.

• Strong technical skills in Excel and PowerPoint; proficiency with Tableau and Workiva a plus.

• Excellent communicator with the ability to translate financial data into clear narratives for executive and cross-functional audiences.

• Experience in insurance or financial services is highly desirable.

• Strong leadership and collaboration skills; able to influence without authority and work effectively across departments.

Salary Range: $135,100 - $202,700

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

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