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 DescriptionThe Retail Advice & Solutions (RA&S;) Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision‑making, working collaboratively with our business partners in Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance. The Senior Financial Analyst, a key member of the RA&S; Expense Management team, will be responsible for the completion of the monthly/quarterly expense reporting, leading the expense planning/forecast process, coordinating the annual budget, providing ad‑hoc expense related analysis, and supporting any associated financial analysis. The role is a key contributor in driving expense insights, identifying savings opportunities and providing analysis and expense consulting to senior management.What will you doBuild and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business modelPartner with key business partners to ensure alignment of strategic goals across Retail Advice & SolutionsInvestigate and analyze drivers of costs including strategic initiativesProvide input to business decisions including identifying expense savings opportunitiesUnderstand and effectively communicate results to various levels of managementManage monthly business partner forums and quarterly results meetingsPrepare monthly and quarterly views of expenses and key measuresLead all expense components of the annual planning cycle (strategic/business planning/budget), including training budget managers, as necessaryDevelop expense forecasts for management areas, including analysis of seasonality of expensesParticipate in and support expense deep dives, as neededMentor and coach staff, where applicable, to encourage development and support transfer of knowledgeSupport ad hoc expense projects as requiredWhat do you need to succeedAccounting designation (CPA, CMA, CGA, CA)5‑7 years of accounting experienceStrong analytical and problem solving skills with attention to accuracy and detailsStrong verbal and written communication skills with an ability to explain difficult concepts to audiences of different levels of understandingStrong ability to manage multiple deliverables while driving desired resultsProven ability to build and maintain successful relationships with business partnersProven flexibility, adaptability, and creativity to meet deadlines and manage prioritiesExcellent PC skills (MS Excel, Hyperion, Tableau) including experience in building reportsHighly motivated with the ability to consistently seek out improvements to current processesAssetsKnowledge of Insurance services and products and related market segmentsExpense and planning experienceNotes / Unique RequirementsOvertime will be required during peak periods (month‑end, quarter‑end,



plan and budget).What’s in it for youThe opportunity to move along a variety of career paths with amazing networking potentialFlexible Benefits from the day you join to meet the needs of you and your familyWe’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potentialWe’re honoured to be recognised as a 2025 Best Workplaces in Ontario by Excellent Place to Work CanadaWe are thrilled to be recognised by Excellence Canada with their top‑level certification, the Canada Order of Excellence for Mental Health at Work, for prioritising employee well‑being, fostering a positive work culture and achieving excellence in mental healthSalary Range80,000 to 128,000Job CategoryFinancePersons with DisabilitiesPersons 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] and InclusionDiversity 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.Work ArrangementWe 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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.#J-18808-Ljbffr

📌 Senior Financial Analyst - C$80,000 - C$128,000 A Year (Winnipeg)
🏢 Sun Life
📍 Winnipeg