AVP 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.

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Job Description:

The AVP, Financial Planning & Analysis (FP&A) – Dental is the senior finance leader responsible for end‑to‑end financial planning, performance management, and decision support for Sun Life’s Dental business. This role partners closely with the Dental executive leadership team, Dental Finance & Actuarial, and U.S. Central FP&A to drive financial discipline, transparency, and value creation across a complex and regulated business.

The role leads the Dental FP&A function, overseeing strategic planning, annual operating plans, forecasts, management reporting, and financial modeling to support business performance, growth initiatives, pricing strategy, and investment decisions. The AVP acts as a trusted advisor to senior leaders, translating financial results and analytics into clear insights and actionable recommendations.

Key Responsibilities

Financial Results Management & Reporting

• Own the monthly, quarterly, and annual financial reporting for the Dental business, including results analysis, variance explanations, and executive‑level summaries.
• Lead the development and delivery of management reporting packages to communicate performance and drivers of results.
• Partner with Dental Actuarial, Pricing, and Expense Management to analyze:
  • Revenue and membership trends
  • Product and client profitability
  • Cost drivers, unit economics, and margin performance
• Serve as a liaison with U.S. Central FP&A and Controllers on Dental financial deliverables, accounting considerations, and reporting timelines.
• Respond to senior leadership and board‑level inquiries through structured analysis and clear recommendations.

Strategic Plan, Annual Business Plan & Forecasting

• Lead the Dental financial planning process, including:
  • Strategic Plan
  • Annual Business Plan
  • Forecast cycles and outlook updates
• Own and continuously enhance financial models, assumptions, and key drivers supporting these deliverables.
• Coordinate inputs and outputs across Dental leadership, Actuarial, Pricing, Expense Management, and Central FP&A.
• Prepare and present plan and forecast materials for executive leadership reviews.
• Identify opportunities to improve planning processes, forecasting accuracy, and communication of results.

Strategic, Operational & Growth Analytics

• Provide financial leadership for strategic and operational initiatives, including:
  • Growth strategies and client expansion
  • Pricing and product development initiatives
  • Client and channel economics
  • Partnerships, acquisitions, and integration efforts
• Develop and challenge business cases, investment analyses, and ROI frameworks.
• Proactively identify risks and opportunities and partner with business leaders to course‑correct performance.
• Drive special projects and deep‑dive analyses aligned with Dental and U.S. strategic priorities.

Leadership & Talent Development

• Build, lead, and develop a high‑performing FP&A team supporting the Dental business.
• Set clear objectives, provide coaching and feedback, and foster a culture of accountability, collaboration, and continuous improvement.
• Develop bench strength and future finance leaders within the organization.

Key Capabilities & Skills

• Advanced financial analysis and modeling skills with the ability to synthesize complex data into executive‑ready insights.
• Strong understanding of insurance economics, with dental, health, or regulated financial services experience preferred.
• Proven ability to manage complexity, ambiguity, and competing priorities in a fast‑paced environment.
• Exceptional communication and executive presence, including comfort influencing senior leaders.
• Strong collaboration skills across finance, actuarial, operations, and business leadership.
• Advanced proficiency in financial systems, reporting tools, and