Senior Financial Analyst

Role overview

Consolidation and annual planning

• Coordinate monthly forecasts and annual and strategic planning cycles for Operations Expense Management consolidation.
• Consolidate business-unit submissions, validate completeness and accuracy, and investigate material variances, risks, and opportunities.
• Coordinate planning timelines, assumptions, templates, and inputs with Finance partners.
• Prepare consolidated expense outlooks, roll-forwards, and management reporting that communicate key drivers and changes.
• Maintain consolidation models, planning files, and process documentation; identify improvements to controls, efficiency, and data quality.

Reporting and analysis

• Build and improve financial models and processes supporting monthly and quarterly reporting.
• Analyze expense trends to drive management action and operating-expense optimization.
• Use data-driven models to report financial and non-financial outcomes with commentary and insights.

Planning and transformation

• Support expense budgeting, forecasting, strategic planning, and annual planning processes.
• Develop expense roll-forwards from one planning cycle to the next.
• Recognize and implement continuous improvements and document models and processes for repeatable, sustainable work.

Business partnership

• Build strong partnerships with business leaders and become a trusted financial advisor.
• Lead or support ad hoc financial analysis and consulting, including expense studies and cost-benefit analysis.
• Understand and explain common charges and Sun Life's expense management process to business partners.

Qualifications

• Financial designation required; CPA or MBA is strongly preferred, with commensurate experience.
• At least 5 years of financial planning, reporting, and analysis experience; financial services experience is preferred.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
• Knowledge of data management tools such as Tableau or Python.
• Financial modeling experience; expense management experience is ideal.
• Experience preparing executive-level presentations and content.
• Strong communication, teamwork, collaboration, and relationship-management skills.
• Able to manage competing priorities, think critically, take ownership, and work through ambiguity and change.