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.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world. Reporting to the AVP, Enterprise Reporting &

• Planning, this role is responsible for the development of management reporting materials for the Board of Directors and Executive Team. The Director, FR&A; leads a high-performing team of financial professionals responsible for enterprise management reporting and analysis. The role also provides the successful candidate an chance to learn about Sun Life’s businesses from a macro/holistic perspective and develop analysis to provide key insights to the Executive Office. Oversee the execution of reporting and forecasting including the development of timelines, guidelines, and coordination with Business Groups and Corporate Functions Own quarterly management reporting and narrative development, clearly connecting results and outlook to enterprise strategy and investor messaging. Ensure executive and Board materials are concise, decision‑oriented, and supported by strong visualizations and coherent storylines.



Establish a consistent enterprise “management view” of results, including key drivers, risks, and implications, and deliver content suitable for executive‑level forums. Lead driver‑based forecasting, articulating how key business drivers impact outlook, sensitivities, and run‑rate trajectory. Proactively lead reporting enhancements, collaborating with management reporting partners across the enterprise. Lead the development of high‑quality executive presentations that integrate analytics, visualization, and narrative to drive informed decision making. Continuously elevate the quality, consistency, and strategic focus of management and Board‑level financial discussions. Transformation, Automation &

• Insights Leverage financial systems, automation, and advanced analytics to enhance the quality, speed, and scalability of outputs. Drive continuous improvement across enterprise FR&A; capabilities, with a focus on insight generation and value creation. Evolve enterprise performance metrics and KPIs to improve insight into earnings drivers, top‑line growth, and relative performance across the enterprise. CPA or CFA with 8 to 10 years of Insurance or Financial Services industry experience

• Strong leadership skills with an ability to work across multiple functions and business groups





• Excellent financial and business analytic capabilities

• Advanced skills in Microsoft Office in support of Executive and Board materials. Proficiency in data analysis and financial modeling. 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’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams. 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. 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. 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 [email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Finance Posting End

Date

📌 Director, Enterprise Finance Management Reporting & Analysis (Toronto)
🏢 Sun Life
📍 Toronto