Director Finance Process Management & Innovation

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

Our Canadian business segment is a leading provider of protection, health, asset management and wealth solutions, providing products and services that deliver value to over 5.5 million Clients. We are the largest provider of benefits and pensions in the workplace, and offer a wide range of products to individuals via retail channels. We are focused on helping Canadians achieve lifetime financial security and live healthier lives. Our key business units include: Individual Wealth, Group Retirement Services, Sun Life Health and Individual Insurance.

Reporting to the AVP, FPR&A, the Director of Finance Process Management and Innovation will play a key role in optimizing the processes that support the financial reporting, analysis, and planning functions for the Canadian business segment of the company.

The Financial Planning, Reporting and Analysis (FPR&A) team that supports that Canadian business segment has a mandate that encompasses:

• Reporting and analysis of quarterly business group performance for senior leadership

• Key messaging for the investment community and employees

• Development of the 5 Year strategic financial plan and the 1-year operating plan

What you'll be doing

Current State:

• Coordination of all current financial reporting and analysis processes, including developing the annual calendar, communicating with business unit finance teams, and escalating key issues to senior leadership.

• Act as the main point of contact for new reporting requirements from corporate partners.

Future State:

• Document the current state of the planning and forecasting processes with the business units.

• Partner with the Canadian Finance Optimization team to:

  • Research and recommend process improvements and technology solutions.

  • Build the data infrastructure to support automated business analysis and forecasting.

  • Oversee the development of key financial models for automated forecasting.

• Identify change impacts and work with key stakeholders in managing the change process

• Present recommendations and plans to senior leadership

What you'll need to succeed

• 5-7 years of FP&A experience in the financial services industry, preferably insurance and wealth management.

• Experience leading process improvement or re-engineering initiatives in a finance function.

• Strong relationship management skills, including the ability to understand business requirements and translate them into solutions.

• Excellent communication, presentation, and facilitation skills.

• Bachelor's degree in finance, business, or IT, with an MBA and/or CPA designation preferred.

• Proficient in financial modeling and analysis using tools like Excel, Oracle, SAP, Essbase, and Tableau.

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

What's in it for you:

• 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.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

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.

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