Senior Financial Analyst

Role overview

Planning, consolidation, and reporting

• Coordinate monthly forecasts and annual and strategic planning cycles; consolidate business-unit submissions and investigate material variances, risks, and opportunities.
• Prepare consolidated expense outlooks, roll-forwards, and management reporting; coordinate planning timelines, assumptions, templates, and inputs.
• Maintain consolidation models, planning files, and process documentation, and improve controls, efficiency, and data quality.
• Build and improve financial models and processes supporting monthly and quarterly reporting; analyze expense trends and report outcomes with commentary and insights.
• Support budgeting, forecasting, strategic plans, and annual plans; develop expense roll-forwards across planning cycles.

Business partnership and improvement

• Document financial models and processes and implement continuous improvements.
• Build strong business partnerships and act as a trusted financial advisor.
• Lead or support ad hoc financial analysis and consulting, including expense studies and cost-benefit analysis.
• Explain common charges and Sun Life's expense management process to business partners.

Qualifications and experience

• Financial designation required; CPA or MBA with commensurate experience strongly preferred.
• 5+ years of financial planning, reporting, and analysis experience; financial services experience preferred.
• Proficiency in Microsoft Excel, Word, and PowerPoint; knowledge of data management tools such as Tableau or Python.
• Financial modeling experience; expense management experience is ideal.
• Experience creating executive-level presentations and content; strong communication, analytical, critical-thinking, problem-solving, teamwork, and collaboration skills.
• Able to manage competing priorities, handle ambiguity and change, and distill complex concepts into clear messages.