Director, Enterprise Finance Management Reporting & Analysis

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:

About the role

Advance your career by joining a team who is as energetic, curious, and driven as you are! We provide an environment where individual contribution is rewarded and teamwork is encouraged, objectives are clearly defined and where our core values are always front and center.

Reporting to the Enterprise Finance AVP, Financial Planning & Analysis, this role is accountable for transforming FP&A processes, leading and supporting a wide range of initiatives, and contributing to reporting and planning deliverables. This role is responsible for preparing analysis and developing recommendations impacting non-IFRS policy. This role affords the successful candidate the opportunity to learn about Sun Life's businesses from a macro/holistic perspective and develop analysis to provide key insights to the Executive Office.

Keys to success in this role include:

• curiosity to understand our business and key drivers of our results

• clear and effective communicator that can distill messages for an executive audience

• a passion for leveraging technology/tools and continuous process improvement

• ability to challenge the status quo through direct communication while building successful relationships across the business

• a practical problem solver

• an effective delegator

What you'll be doing

• Evaluate processes to identify and implement productivity opportunities leveraging Gen AI and recently implemented tools (Workiva, Tableau).

• Support and lead Enterprise Finance FP&A initiatives and serve as the team representative in cross-functional projects. Example initiatives include the evaluation & selection of an enterprise-wide planning tool, implementation of IFRS 18, closing faster initiative.

• Serve as a non-IFRS policy subject matter expert; prepare and deliver analyses and recommendations to senior Finance leadership.

• Contribute to the newly founded FP&A Community of Practice forum through preparation of materials, and identifying, promoting and presenting agenda topics.

• Support the drafting of quarterly Report of the Chief Financial Officer to the Board Directors and forecast materials. Develop key insights and messages.

• Support Business & Strategic Plan deliverables during peak periods.

• Deep dive analysis to develop insights, and support management decision-making.

What you'll need to succeed

• CPA designation with 8 to 10+ years of experience; financial services industry preferred.

• Additional qualifications (ex. CFA) would be beneficial.

• Knowledge of Finance Performance Management tools (aka CPM, FPM or EPM)

• Advanced skills in Microsoft Office and/or Workiva in support of Executive and Board materials.

• Effectively influence change through indirect reporting structures.

• Progressive experience with management reporting and senior executive/board reporting.

• Connects the big picture, understands the business and manages complexity across deliverables;

• Optimizes work processes and aligns work to outcomes;

• Focuses on key internal clients and their needs at senior levels;

• Operates well in ambiguity and is resilient in changing situations;

• Adapts style to be effective in different situations and challenges;

• Excellent written and verbal communication skills;

• Excellent financial and business analytic capabilities;

What's in it for you

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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