What are the responsibilities and job description for the AVP, Financial Planning and Analysis, Health and Risk Solutions position at Sun Life Financial, Inc.?
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.
Do you have the skills to fill this role Read the complete details below, and make your application today.
Job Description :
Location : We support US flexible working arrangements in the contiguous 48 states.
At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you'll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.
The opportunity :
Position has primary responsibility for FP&A function supporting the Health and Risk Solutions Business Unit. Individual will be responsible for managing the overall financial planning, results reporting and supporting analytics / analysis. Individual is responsible for providing financial modeling for business opportunities and initiatives. Role requires strong collaboration with the H&RS Finance & Actuarial team, the H&RS BU leadership team and the U.S. Central FP&A team.
How you will contribute :
Responsibilities include :
- Manages, analyzes and reports financial results
- Overall responsibility for delivering results reporting and associated analysis of performance
- Manages development and delivery of financial reporting packages used to communicate business results including production of KPI, DOE, MBR & QBR
- Manages development and delivery of monthly financial forecast and early indicators of results including enhancements to forecasting models and performance trackers
- Develops, delivers and continuously evolves financial dashboards and supporting financial results analysis to enhance understanding and communication of drivers of results
- Coordinates with pricing and valuation teams to analyze and report on financial profitability of business
- Develops, analyzes & reports on product level financial profitability
- Coordinates with ALM and Capital Management to analyze and explain investment income and income on capital performance
- Manage BermudaRe relationship including quarterly / annual review meetings, improved understanding of BermudaRe financials and annual treaty updates
- Support evaluation of other possible structures to reduce capital
- Responds to questions from management which may include research, identifying issues and making recommendations
- Acts as primary liaison with Central FP&A and Controller's groups on any financial deliverables and accounting issues
- Manages overall financial planning process supporting the Strategic Plan & Annual Business Plan (and FCT)
- Leads the overall financial modeling work supporting these deliverables
- Responsible for production of all supporting financial plan deliverables including plan presentations, templates and key metrics / drivers
- Responsible for coordinating the development and delivery with various teams including BU leadership, HRS expense management, HRS pricing / valuation, ALM and Central FP&A
- Responds to questions from management which may require additional plan analysis / adjustments
- Identify opportunities to improve process, associated modeling, and results communication / reporting
- Proactively participates in business unit strategic & operational initiatives providing financial analysis & insight
- Drives development and delivery of financial analysis and modeling to support evaluation of growth strategies, key initiatives, strategic pillars, current & future partnerships, new product development, fee-based pricing and M&A opportunities
- Works collaboratively with business to develop, challenge and monitor business performance assumptions
- Drives and / or participates in special projects, initiatives and analysis as requested based on business / financial needs
- Attract, retain and develop top talent within a high performing culture
- Provides objectives, feedback, training, guidance & development of team
- Evaluates performance and provides feedback for growth improvements
What you will bring with you :
Specialized Skills :
Education and Experience :
Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.
Life is brighter when you work at Sun Life
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you are a California resident, the salary range for this position is :
If you are a Minnesota, Colorado or Nevada resident, the salary range for this position is 175,300-280,500 annually
If you are a Illinois, Connecticut or Maryland resident, the salary range for this position is 175,300-280,500 annually
If you are Washington, Washington D.C., and Rhode Island resident, the salary range for this position is 175,300-280,500 annually
If you are a New York resident, the salary range for this position is 175,300-280,500 annually
We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.
Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us to learn more.
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.
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Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email to request an accommodation.
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.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
Job Category : Finance
Posting End Date : 14 / 12 / 2024
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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