Manager, Expense Management

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:

Canadian Finance's Management Insights & Analysis team is a collaborative, diverse and high-performing group responsible for enabling and driving value to support Sun Life Canada in achieving financial and business objectives, while being a key business partner on specific initiatives and projects. This team is directly responsible for internal and external reporting and analytics needs of the Canadian Executive Team (CET), Canadian President and Chief Financial Officer, Board of Directors and Investors.

Reporting to the Director, Financial & Strategic Insights, Canadian Finance, the incumbent will be responsible for managing the development, messaging and review of Canadian expense management reporting, presentations and analyses. In addition, this role will support the transformation of expense management in Canada through evolving reporting, elevating relevant insights and developing new frameworks, metrics and dashboards. Through extensive involvement with the Business Units, Support Units, and Corporate teams, the individual will develop a broad knowledge of all areas, financial and business drivers, and key performance indicators within Sun Life Canada. This position is also responsible for fostering and building a positive, engaging and inclusive team environment, that proactively anticipates business needs and recommends new opportunities and/or enhancements.

What will you do:

• Manage the development, consolidation and review of quarterly expense reporting deliverables (including Quarterly Business Results, forecasts, provisions and guarantees), identifying key metrics, trends, insights and recommendations across Sun Life Canada

• Manage the development of Workiva expense dashboards, analytics and presentations to measure progress on key expense initiatives, savings and financial discipline

• Lead and support expense analyses to provide relevant executive insights, identify key drivers to enhance operating leverage, and progress opportunities for deeper insights and holistic expense metrics (a special emphasis on IFRS17 segmented reporting)

• Support key Canada and Business Unit expense analysis projects as we continue to execute on Sun Life's execution of evolving expense management

• Actively participate in cross-functional initiatives to advance the business, including assuming various roles within huddles, problem solving/continuous improvement teams and reporting on expense and business indicators

• Pursue continuous improvement opportunities for deliverables and processes, supporting the business' performance objectives and Canadian Finance vision

• Provide support to other deliverables on the Management Insights & Analysis team for critical tasks, and lead/support strategic Canadian/Corporate projects, as needed

• Participate and be a key contributor to the annual Canadian Strategic Plan and Business Plan in collaboration with the Financial Planning and Analysis team

What do you need to succeed:

• Accounting designation (CPA/CMA/CA/CGA) with progressive experience within financial, expense and/or strategic management functions and a proven track record of partnering with and influencing to drive results

• Manages through complexity and ambiguity by maintaining focus, flexibility and positive 'can-do' attitude, with a strong Ownership Mindset

• Attention to detail to ensure delivery of quality materials to an executive audience

• Drives for action by acting with speed, decisiveness and sense of urgency. Assumes responsibility until the problem is solved

• Superior communication skills to share relevant information at the executive level in a compelling, succinct and diplomatic manner

• An attitude of continuous improvement and learning, while embracing successes and failure to devise alternate approaches

What's in it for you:

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• We're committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

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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