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Sun Life

Global financial services for insurance, investments

Manager

Corporate Finance & FP&APosted on Nov 11
Full-time

About the Job

Requirements

  • CPA, or actively working toward a CPA, with 5 years of experience.
  • Progressive experience with financial planning and analysis in financial services.
  • Ability to prioritize and manage multiple deliverables within tight timelines.
  • Curiosity to understand the business and key drivers of results.
  • Strong attention to detail and focus on data accuracy, with an eye for user-oriented design, graphical storytelling, and dashboard development.
  • Passion for leveraging technology and tools and for continuous process improvement.
  • Ability to innovate and challenge the status quo to drive meaningful change.
  • Practical problem-solving ability.
  • Ability to connect the big picture, understand the business, and manage complexity across deliverables.
  • Ability to optimize work processes and align work to outcomes.
  • Ability to operate well in ambiguity and remain resilient in changing situations.
  • Ability to adapt style to be effective in different situations and challenges.
  • Ability to manage multiple priorities.
  • Strong written and verbal communication skills.
  • Strong financial and business analytic capabilities.
  • Advanced skills in Microsoft Office to support Executive and Board materials.

Responsibilities

  • Support the development of Sun Life Asset Management’s financial reporting processes.
  • Contribute to financial reporting, advisory, and analysis processes at Sun Life Asset Management.
  • Partner with Enterprise and Sun Life Asset Management counterparts to satisfy relevant internal control requirements.
  • Support the strategic planning process in partnership with Sun Life Asset Management Strategy and Enterprise.
  • Engage in ad hoc Sun Life Asset Management finance and strategic initiatives to drive strategic imperatives.
  • Implement operational workflows to collect, use, and share financial information.
  • Support the production of internal and external financial reviews.
  • Execute new reporting processes and controls.
  • Support the Sun Life Asset Management business plan process and financial components of strategic planning in partnership with business units and Enterprise functional groups.
  • Partner with Sun Life Asset Management Strategy to support strategic initiatives.
  • Deliver deep-dive analysis to develop insights and support management decision-making.
  • Prepare summary, driver-based analyses to help the Sun Life Asset Management Executive team understand business results and performance versus the business plan.

Desired Qualifications

  • Financial services industry experience.
  • Experience with Workiva.
  • Additional relevant qualifications.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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