Job Description: About the role: The 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 Manager, Expense Management, a key member of the RA&S; Expense Management team, will be responsible for allocating expenses by product group for operating expenses, providing analysis to senior management with insight on gain/gap drivers, calculating and analyzing unit costs and leading the annual plan and budget process from a gain/gap perspective for both insurance and wealth.

Reporting to the Director, Expense Management and working closely with all members of the RA&S; Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills.

It is also important for this individual to work closely with partners across the Retail Advice & Solutions organization (specifically valuation actuaries), as well as other key business units (eg.

Canadian Finance, Canadian Operations & Client Experience Office (CXO)).

What will you do? Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business impact Prepare monthly/quarterly/ad hoc gain/gap, unit cost and commission related deliverables, including Unit Cost Calculators, Commission Trend report and Quarterly Business Review (QBR) Perform monthly/quarterly/ad hoc analysis of results to support variance analysis and/or key driver analysis Collaborate with actuarial FP&A; team on ad-hoc analysis of Individual Insurance and Wealth business performance to provide input to senior management Lead all gain/gap components of the annual planning cycle (strategic/business planning/budget) as well as quarterly forecasts.





Lead the RA&S; Expense Study (every 2 – 3 years) Participate in and support expense deep dives, as needed Mentor and coach staff to encourage development and support transfer of knowledge Perform various analyses and financial modelling as assigned What do you need to succeed? 5-7 years of accounting experience Strong analytical and problem-solving skills with high attention to detail Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding Strong ability to manage multiple deliverables while driving desired results Proven ability to build and maintain successful relationships with business partners Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities Excellent PC skills, proficiency with MS Excel and Hyperion, including experience building reports Highly motivated with the ability to consistently seek out improvements to current processes Preferred Skills: Accounting designation (CPA, CMA, CGA, CA) or enrolled in accounting designation program (CPA) Knowledge of Insurance services and products and related market segments Expense and planning experience Excellent PC skills (Experience with Oracle, SAP, Essbase, Tableau) Unique Requirements: Overtime will be required during peak periods (month-end, quarter-end, plan and budget) What's in it for you? Hybrid work environment A friendly, collaborative, and inclusive culture 20 vacation days per year Flexible Perks from the day you join to meet the needs of you and your family Pension, stock and savings programs to help build and enhance your future financial security The opportunity to move along a variety of career paths with amazing networking potential Access to our Global Learning Centre, available 24/7 for your learning needs Wellness programs that support the three pillars of your health – mental, physical and financial Recent Awards: We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada

📌 Manager, Expense Management (Toronto)
🏢 Sun Life
📍 Toronto