What are the responsibilities and job description for the Financial Analyst 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.

Job Description :

Location : We support US flexible working arrangements in the contiguous 48 states, however for this role we prefer candidates who can commute to either Wellesley Hills, MA or Kansas City, MO two to three days per week.

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 :

We are seeking a Financial Analyst to join the Health & Risk Solutions Expense Management team. This position will support the reporting and analysis of critical expense data, while working with various departments within Sun Life to strengthen internal processes within the business unit and ensuring accurate efficient expense operations.

H ow you will contribute :

Perform transaction-based analysis and month-end close activities
Support business unit expense reporting for various audiences
Support business unit planning activities (business plan, strategic plan, and forecast)
Coordinate and support accounts payable and procurement processes as needed

Provides expense management reporting and analysis :

Perform routine analysis on monthly expenses to proactively identify potential risk

Maintain reporting structures to ensure efficient and accurate deliverables

Coordinate with Central Expense Management & FP&A to provide reporting and appropriate variance analysis for the business unit

Supports the budget & expense forecasting process :

Coordinate with the expense management team and business unit functions to support various planning activities

Help identify potential expense savings and productivities through pro-active analysis

Work within established timelines and supports management reporting tasks for Senior Management review

Responsible for monthly accounting entries :

Support the expense team through ledger analysis and perform various accounting entries during month-end close

Conduct ad hoc analysis to identify drivers and impact of expense movements

Work with the business unit and accounts payable / procurement to process invoices and create POs as needed, while monitoring actual activity aligned with month-end close exercises

What you will bring with you :

Strong Excel, PowerPoint and presentation skills.

Demonstrated ability to work in deadline-oriented environment managing multiple priorities

Ability to identify issues or opportunities and synthesize data to present findings & recommendations

Detail-oriented and focused on accuracy

Ability to positively work cross-functionally

Strong communication and interpersonal skills

Ability to manage competing priorities work effectively and independently within time constraints

Business specific knowledge / experience a plus

High level of integrity and confidentiality

Proficiency in / exposure to Essbase, Hyperion Planning, Tableau, SAP, & SQL or comfortable quickly learning new technologies

Bachelor's degree in Finance or an equivalent quantitative field

3 years of Finance experience

Experience in Expense Management or FP&A a plus

Knowledge of the insurance and financial services industry a plus

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.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more

Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account

A flexible work environment with a friendly, caring, collaborative and inclusive culture

Great Place to Work® Certified in Canada and the U.S.

Named as a "Top 10" employer by the Boston Globe's "Top Places to Work" two years running

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.

Salary Range : $61,500 - $92,300

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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 at www.sunlife.com / 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.

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 thebrightside@sunlife.com to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category : Finance

Posting End Date : 27 / 02 / 2025

Salary : $61,500 - $92,300

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