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.

Sun Life Global

Investments is where ambition meets opportunity.

The Investment Solutions Expense

Management team provides timely, accurate and actionable financial insights to support effective decision-making across Investment Solutions, Canadian Finance, Canadian Operations and other key partner teams. The team is accountable for expense planning and forecasting, financial reporting, cost transparency, governance and analysis that helps leaders understand business performance and manage resources effectively.

As Senior Financial

Analyst, Finance, Investment Solutions, you will play a key role in delivering expense analytics, forecasting support, business planning, financial reporting and strategic analysis. This role offers the opportunity to work closely with senior leaders and cross-functional partners, challenge business results, identify cost drivers and savings opportunities, strengthen financial controls and use data and technology to deliver clear, actionable insights. The successful candidate will bring strong analytical judgment, curiosity, attention to detail and a continuous improvement mindset.

Deliver clear financial analysis and reporting that explains expense results, key cost drivers, emerging trends and business implications. Lead expense components of the annual planning, forecasting and budget processes, including coordination with business partners and support for management review. Prepare monthly and quarterly expense reporting,



analysis and commentary for senior leaders and key stakeholders.

Develop expense forecasts for management areas, key initiatives and project spend, including analysis of seasonality, run-rate trends and forecast risks or opportunities. Partner with Investment Solutions business areas to manage project expenses, monitor productivity, assess savings opportunities and support effective resource decisions. Build and maintain strong relationships with finance, business and operational partners to understand the underlying business model and provide practical expense insights.

Translate complex financial information into transparent insights and recommendations for finance and non-finance audiences. Identify and implement process improvement opportunities by applying a strong understanding of systems, data flows, controls and recurring reporting processes. Professional accounting designation with a related university degree. ~5–7 years of accounting or finance experience, including experience with expense management, planning, forecasting or financial analysis. ~ Strong financial analysis, forecasting, modelling and business-partnering skills, with the ability to connect data, business drivers and strategic priorities. ~ Strong communication skills, with the ability to explain complex information clearly to both finance and non-finance audiences. ~ Advanced Microsoft Excel skills and experience building complex reporting models;

experience with Hyperion or other planning and reporting tools is an asset. ~ Proven ability to organize, prioritize and make sound decisions in a fast-paced environment where priorities can shift quickly. ~ Demonstrated passion for improving processes,



strengthening controls and driving sustainable change. ~ Collaborative mindset and the ability to build trusted relationships with internal partners and senior stakeholders. ~ Assets: Knowledge of individual investment products, asset management, distribution channels or insurance products. Expense, cost centre management, allocation methodology or business planning experience. Tableau, SAS EG, Power BI or other reporting and analytics tool experience.

Experience supporting financial governance, audit requirements or control documentation. Opportunities to use data, automation and reporting tools to simplify work, improve insights and help shape the future of finance within Investment Solutions. Exposure to senior leaders and cross-functional partners across Investment Solutions, Finance, Operations and other key business areas.

Flexible hybrid work model and the opportunity to move along a variety of career paths with strong networking potential. The chance to contribute to a purpose-driven organization focused on helping Clients and Employees achieve lifetime financial security and live healthier lives. 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

📌 Senior Financial Analyst - Full Time (Finance) (Toronto)
🏢 Sun Life
📍 Toronto