Manager, Finance Automation

Role overview

Transformation and delivery

• Lead engagements from discovery and current-state assessment through solution design, delivery, and value realization.
• Identify AI use cases, assess Finance processes and root causes, and design solutions to meet business needs.
• Partner with Finance teams and developers to define requirements and apply appropriate automation and AI tools.
• Turn solution visions into user stories and prioritized backlogs with Agile development teams and business partners.
• Track benefits, advise internal clients, present status and solution options, and lead validation and testing of financial and analytical results.
• Manage concurrent initiatives, remove impediments, and balance priorities, scope, and timelines.

Required qualifications

• Professional accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5–7 years of related industry experience.
• Consulting experience in management, technology, or finance transformation, ideally serving financial institutions or insurance companies.
• Hands-on AI application in Finance, including GenAI, Agentic AI, Copilot, prompt design, or AI-driven automation.
• Advanced Excel and Power Query skills; working knowledge of tools such as Power Apps, Power Automate, Amazon Quick, and RPA.
• Strong communication, presentation, influence, organization, project management, analytical, problem-solving, and relationship-management skills.

Additional skills

• VBA and VBS experience is an asset.
• The role suits candidates with backgrounds in consulting, financial services, insurance, technology, or transformation.

Benefits and development

• The posting describes varied career paths, networking opportunities, and flexible benefits.
• The employer describes its workplace as inclusive and respectful and notes recognition for workplace and mental-health initiatives.

Pay information

• The posting lists a base pay range of 85,000–128,000 and notes that the range may vary by work location or other factors.
• Eligible employees may participate in discretionary incentive plans subject to individual and company performance.

Work arrangement

• Sun Life describes itself as a hybrid organization offering a choice to work from the office and virtually based on business, client, and employee needs.

Posting details

• The posting end date is June 11, 2026.
• The employer may use artificial intelligence to support candidate sourcing, screening, and interview scheduling.