Senior Financial Analyst

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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: The Retail Advice & Solutions (RA&S) Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance. The Senior Financial Analyst, a key member of the RA&S Expense Management team, will be responsible for the completion of the monthly/quarterly expense reporting, leading the expense planning/forecast process, coordinating the annual budget, providing ad-hoc expense related analysis, and supporting any associated financial analysis. The role is a key contributor in driving expense insights, identifying savings opportunities and providing analysis and expense consulting to senior management. Reporting to the Director, Expense Management, RA&S and working closely with all members of the RA&S Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the Retail Advice & Solutions organization, as well as, other key business units (eg. Canadian Finance, Canadian Operations & Client Experience Office (CXO). What will you do ? Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business model Partner with key business partners to ensure alignment of strategic goals across Retail Advice & Solutions Investigate and analyze drivers of costs including strategic initiatives Provide input to business decisions including identifying expense savings opportunities Understand and effectively communicate results to various levels of management Manage monthly business partner forums and quarterly results meetings Prepare monthly and quarterly views of expenses and key measures Lead all expense components of the annual planning cycle (strategic/business planning/budget), including training budget managers, as necessary Develop expense forecasts for management areas, including analysis of seasonality of expenses Participate in and support expense deep dives, as needed Mentor and coach staff, where applicable, to encourage development and support transfer of knowledge Support ad hoc expense projects as required What do you need to succeed? Accounting designation (CPA, CMA, CGA, CA) 5-7 years of accounting experience Strong analytical and problem solving skills with attention to accuracy and details Strong verbal and written communication skills with an ability to explain difficult concepts to audiences of different levels of understanding Strong ability to manage multiple deliverables while driving desired results Proven ability to build and maintain successful relationships with business partners Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities Excellent PC skills (MS Excel, Hyperion, Tableau) including experience in building reports Highly motivated with the ability to consistently seek out improvements to current processes Assets : Knowledge of Insurance services and products and related market segments Expense and planning experience Notes/Unique Requirements: Overtime will be required during peak periods (month-end, quarter-end, plan and budget) 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 2025 Best Workplaces in Ontario by Great Place to Work® Canada We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health *LI-NB1 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 pa