Senior Financial Analyst

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: We support US flexible working arrangements in the contiguous 48 states.  

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. 

The opportunity: 

Perform monthly expense management analysis and create management reporting for various audiences

• Development of annual strategic plans, annual expense budgets and ongoing forecasts
• Create high quality expense analyses and models in support of business initiatives.
• Participate in larger expense projects, centered around new initiatives for growth or integration of acquisitions
• Work in close collaboration with Health & Risk Solutions FP&A team to support their overall financial modeling
• Analyze expense drivers for strategic and business planning.
• Provide insight on scaling and expense reduction opportunities

How you will contribute: 

Financial Analysis

• Help develop ways to identify opportunities for expense savings.
• Work with the business to help develop expense-driven pricing models
• Maintain unit-based costing exercises
• Identify and track productivity savings identified through IT projects and other business unit initiatives.
• Partner with FP&A team to create expense views for product P&Ls

Expense Management & Reporting

• Coordinate with business units & functions to understand expense drivers and develop plans during annual business planning, forecasting, and strategic planning exercises.
• Work within the expense management team to help develop monthly expense forecasts.
• Work within established timelines and prepares management reporting for planning review process with Senior Management
• Perform routine expense analysis to consistently explain variances.
• Work with Business Units and support functions to regularly communicate status of expense results and understand drivers.
• Support team with operational month-end close activities and reporting, as needed

What you will bring with you: 

Required Education & Experience:

• Bachelor’s degree in finance or an equivalent quantitative field
• 4 - 8 years of Finance experience, with experience in Expense Management or FP&A a plus
• Exceptional analytic skills – ability to identify issues and synthesize data to present findings & recommendations.
• Project-based work experience – either project management or being part of project teams
• Advanced model and presentation design, utilizing Excel
• Strong organizational skills; accurate and detailed oriented
• Strong collaborate skills – ability to work cross functionally.
• Proven ability to manage competing priorities work effectively and independently within time constraints.
• High level of integrity and confidentiality
• Proficiency in/exposure to Essbase, Hyperion Planning, Tableau, SAP, & SQL or comfortable quickly learning new technologies

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. 

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! 

Life is brighter when you work at Sun Life 

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical a