Job Description: Sun Life Canada’s Operations Expense Management function provides first line of defense support to its business partners as well as consolidation, analytics and reporting of the business’ expenses on a monthly and quarterly basis.

As part of a dynamic team of Finance professionals, the Senior Financial Analyst will assist in furthering the financial planning and analysis agenda with a strong focus on consolidation, detailed planning and variance analysis, creating and maintaining financial models, understanding key cost drivers and influencing people in the organization to optimize operational expenditures.

This role will be part of the critical transformation of Finance from purely a reporting and planning function to a Trusted Financial Advisor to the business.

What will you do? Consolidation & Annual Planning · Coordinate monthly forecasts and annual and strategic planning cycles to support consolidation across Operations Expense Management · Consolidate business unit submissions, validate completeness and accuracy, and investigate material variances, risks and opportunities · Coordinate planning timelines, assumptions, templates and inputs with Finance partners to support consistent and timely submissions · Prepare consolidated expense outlooks, roll-forwards and management reporting that clearly communicate key drivers and changes from prior cycles · Maintain consolidation models, planning files and process documentation, and identify opportunities to improve controls,



efficiency and data quality Reporting & Analysis · Hands on role that builds and improves financial models/processes to support monthly and quarterly reporting · Analyze expense trends to drive management action to optimize operating expenses · Utilize data driven models to report outcomes for financial and non-financial metrics including value added commentary and insights Planning · Support the expense budgeting, forecasting, strategic plan and annual plan process · Demonstrated ability to develop expense roll forwards from cycle to cycle Finance Transformation · Ability to recognize and implement continuous improvements · Ability to document financial models and processes to enable repeatable and sustainable processes Other · Build strong partnerships with business leaders and become a trusted financial advisor · Lead/support ad hoc financial analysis/consulting as required (e.g. expense studies, cost benefit analysis etc.) · Understand, and be able to explain to business partners, common charges and Sun Life expense management process What do you need to succeed? · Financial designation with strong preference for CPA or MBA with commensurate experience · 5+ years of financial planning, reporting and analysis experience; preferably in Financial Services · Proficient in MS Office Suite (Excel, Word, Power

Point) · Knowledge of various data management tools (i.e.

Tableau, Python, etc.) · Financial modeling experience · Expense management experience ideal · Curious nature with a passion for investigative analysis, business impact and continuous improvement · Exceptional communication skills,



both written and verbal · Experience building executive-level presentation and content · Ability to thrive in a fast-paced environment with multiple competing priorities · Results oriented and critical thinking – high sense of ownership · Capable of distilling complex concepts into simple key messages and insights · Curious mindset and comfortable with ambiguity and change · Strong teamwork and collaboration skills · Robust relationship management skills with a focus on client orientation; including excellent interpersonal and communication skills (both oral and written) · Analytical thinking - designs/orchestrates use of financial and business analytics for decision making · Problem solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance · Demonstrated strength and ability to design and implement processes and standards · Strong prioritization and organization skills -- capable of meeting deadlines in a high-performance environment · Strong financial analysis, reporting and presentation skills · Ability to work both independently with minimal supervision and within a team environment Notes/Unique Requirements Some overtime will be required during peak reporting periods What's in it for you? The opportunity to move along a variety of career paths with amazing networking potential Flexible Benefits from the day you join to meet the needs of you and your family We’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 potential We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health *LI-MS

📌 Senior Financial Analyst (Toronto)
🏢 Sun Life
📍 Toronto