Director, Financial Planning & Analysis

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 Canadian Operations is the support unit within Sun Life Financial Canada accountable for the execution of business processes and projects supporting Sun Life Health, Group Retirement Services, Retail Advice & Solutions, and Investment Solutions. With over 5,000 FTEs in Canada and Asia, and an annual budget of over $750 million, it creates value for the enterprise by delivering industry-leading customer service and focusing on increasing productivity and efficiency. The Director, Financial Planning & Analysis, reporting to the AVP, Financial Planning & Analysis, will focus on furthering the planning and expense analytics agenda with a strong focus on budgeting and forecasting, unit costing, understanding key cost drivers, generating internal charges to our business unit partners while influencing partners to manage expenses and reductions. The role is responsible for measuring financial performance, identifying risks and opportunities, and recommending corrective actions and tradeoffs to ensure the Operations leadership is executing against its financial goals and strategy. A key focus is also to report financial performance to Canadian to develop key drivers of performance and collaborate to ensure they are clearly understood at the leadership level. What you’ll do Financial Analysis and Management Reporting: Evaluates financial performance and makes recommendations through insightful management reporting by demonstrating engagement and collaboration with business partners. Calculates and reports financial results and key drivers against budget and forecast, identifying risks and recommendations for reporting purposes. Chargeback performance for Business Units as a result of the monthly allocation process Utilizes complex models to analyze outcomes for financial and non-financial data such as: Key metrics for unit costing of services Deep dive analysis including insight of data and analytics Business partner scorecards and understanding changes in key metrics impact analysis of projects to expenses People Management: Adhere to all manager accountabilities, by exemplifying Sun Life values and leadership behaviours, act in accordance with the understanding that your management role has an objective of developing and encouraging others to succeed by doing the right tasks at the right time – every day –to become the best they can possibly be. Translates strategies into clear goals, plans and metrics for team and individuals. Challenges people to set and achieve ambitious goals and holds them accountable. Financial Transformation: Identify, lead and deploy improvements in processes and tools. Budgeting and Forecasting: Responsible for execution of detail budget and forecast activities for assigned clients. Develops and ensures that detailed budgets and forecasts align with financial targets set for respective segments of Operations. Oversight in the execution of deliverables for the budget and in-year forecast processes through active project management, influence, collaboration with business partners, Canadian Operations Finance colleagues and expense management teams. What you’ll need to succeed 6-8 years of managerial experience MBA, CPA or other Finance designation, preferred Knowledge of Microsoft applications, Oracle general ledger, Planning systems and BI tools (Tableau) Capable of distilling complex concepts into simple key messages and insights Analytical thinking - designs/orchestrates use of business analytics for strategic decision making Results oriented and critical thinking – high sense of ownership Problem solving skills with a natural curiosity for root cause analysis to identify key levers of financial and operational performance Strong business acumen - big picture understanding of business, interrelationships, priorities Demonstrated strength and ability to design and implement processes and standards Strong communication, interpersonal and presentation skills facilitation, negotiation and issue resolution skills Strong relationship management and influencing skills with a focus on client orientation, facilitation, and negotiation Excellent people leadership skills Work Arrangement: Hybrid Reasons to join us under the sun 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 Time off giving you the flexibility to focus on the moments that matter: 20 days' vacation per year, Care Days available for self-care or care of others, and Sick Days to support your well-being Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years. Stock Ownership Program gives you the chance to invest in Sun Life and get a company match As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada 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. Salary Range: 105,000/105 000 - 175,000/175 000 Job Category: Finance Posting End Date: 15/11/2023 Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers

Salary : $750 - $0