Director Management Insights, Analysis & Reporting

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

The Sun Life Health (SLH) business within Sun Life Canada is a leading provider of Group Benefits and Health Solutions. A market leader in the advancement of workplace mental health across Canada, through the introduction of new tools such as Lumino Health Virtual Care's Stress Management and Well-Being program providing members access to mental health and medical specialists 24/7. SLH is seeking a Director, Management Insights, Analysis & Reporting to join its fast-paced and energetic Finance team.

Reporting to the AVP, Management Insights, Analysis & Reporting, this role provides an opportunity for a highly motivated individual to develop a strong understanding of the SLH business while directly supporting achievement of its growth targets.

What you'll be doing

The incumbent will be accountable for leading a team responsible for the coordination, analysis and delivery of monthly and quarterly management reporting for the Sun Life Health businesses. This role directly supports building the earnings and forecast results narratives enabling senior management to understand results.

As part of this role, the incumbent will also work directly with the Sun Life Health product team by establishing the necessary Financial Reporting processes, identifying required infrastructure and controls to support the businesses growth aspirations.

The individual in this role is a key contact for all management reporting including and must have the ability to collaborate effectively with leaders across a variety of functional areas. The successful candidate will be a proven team leader and practical problem solver with the ability to identify and implement innovative solutions. The candidate will lead a team of 5+ individuals that support the Management Insights, Forecast and Reporting processes.

Management Insights

• Champion the integration of further data driven insights into the reporting and forecasting functions to enhance collective understanding of the business and support leadership decisions
• Support a variety of miscellaneous forecast and reporting asks with the aim of providing analysis in support of decision making

Forecasting

• Lead the monthly SLH earnings forecast process by coordinating across the various functional teams that provide inputs into results including but not limited to:
  • Actuarial Valuation
  • Actuarial Pricing
  • Accounting
  • Expenses
  • Operations
  • SLH Business ie Market Development and Business Development
  • Asset & Liability Management
  • Taxes
  • Financial Planning & Analysis
• Partner with stakeholders including Canadian Finance, Canadian Actuarial and Corporate to deliver in a timely manner and facilitate a continuous dialogue so as to avoid surprises
• Streamline and optimize forecast processes and deliverables with the objective of enhancing timeliness and accuracy
• Further enhance the forecast earnings explanations by building narratives in the context of the business drivers

Reporting

• Lead the creation of the SLH Quarterly Business Review (QBR) results package by coordinating across the various functional teams for presentation to Business Leaders and Canada Leaders
• Lead the Sun Life Health Management Reporting function including preparation of the Life and Health Fund
• Lead the streamlining of reporting processes and consider automation opportunities
• Track and report on Key Performance Indicators (KPIs) against Plan and prior periods
• Support monthly updates to Finance and Business leadership on results
• Act as the key contact for stakeholders and leadership follow-ups on monthly/quarterly results, forecasts, Monthly Business Summaries, Reporting and ad hoc asks
• Identify and develop relevant dashboards and metrics to assist in the monitoring the evolving business
• Support the Financial Planning & Analysis team by providing feedback on Business Plan and Strategic Plan and challenging inputs and assumptions
• Support competitive analysis reviews alongside other functional leaders within SLH
• Provide ad- hoc support and work on special projects as required.
• Support certain accounting initiatives such as ad hoc analysis and memos and impairment assessments

What you'll need to succeed

• Professional Finance designation with 5+ years of experience in financial management leadership roles
• Excellent verbal and written communication, interpersonal and collaboration skills
• Attention to accuracy and detail
• Self-motivated, results-oriented and flexible to changing priorities and timelines
• Ability to influence business partners including those within Lumino Health and Canadian Finance
• Strong ability to understand large volumes of data and build a results narrative into key messages
• Proven technical, analytical and problem solving skills
• Experienced people manager with strong interpersonal and coaching skills
• Demonstrated ability to proactively lead change, develop and mentor team members
• University degree in business or finance
• Advanced knowledge of Microsoft Office tools, including Word, Excel, Access and PowerPoint
• Experience in project management, Financial Reporting and Process Optimization
• Experience working in the insurance industry or a large financial institution
• Experience interacting with senior leadership on a regular basis

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

What's in it for you:

• Exposure: Ability to work alongside senior leaders from a variety of functions with and outside of SLH
• 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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