Job Description: Lead the change and see your solutions deliver lasting impact.

As Manager, Finance Automation, you’ll lead transformation engagements across Sun Life’s global Finance community, partnering with Finance teams and our developers to uncover pain points, define requirements and deliver intelligent automation using advanced technologies such as GenAI, Agentic AI, Power Query, Power Apps, Power Automate, Amazon Quick and Robotic Process Automation (RPA), driving measurable value at enterprise scale.

Sun Life’s Corporate Finance team is leading the journey of thinking and acting like a Digital company for the Global Finance community through the Finance Accelerator.

Guided by the principles of a Digital Enterprise (DE), the Finance Accelerator modernizes Finance through process redesign and automation, best practices, enterprise-scale tool platforms, and data and analytics that inform, influence and solve business problems.

If you have a background in consulting, financial services, insurance, technology or transformation, this role is built for you.

You’ll apply your experience working with business partners and internal clients, along with your problem-solving and delivery skills, to shape the future of Finance, while owning solutions from idea to adoption and growing your career and network across functions and teams.

What will you do? Lead end-to-end transformation engagements, from discovery and current-state assessment through solution design, delivery and value realization Identify and shape high-impact AI use cases (GenAI, Agentic AI, Copilot)



that change how Finance works Assess and map current-state Finance processes to uncover root causes and design solutions that meet business needs Collaborate with Finance teams and developers to uncover pain points and ensure requirements are clearly defined and shared, drawing on a working knowledge of the functionality, strengths and limitations of available tools (e.g., GenAI, Agentic AI, Power Query, Power Apps, Power Automate, Amazon Quick, RPA etc.) Partner with the Agile development team and business partners to shape the solution vision into user stories and a prioritized backlog Track benefits across the pipeline and delivered solutions to demonstrate measurable value to stakeholders Act as a trusted advisor to internal clients, presenting engagement status, solution options, demos, recommendations and outcomes to business partners Lead the validation and testing of financial and analytical results to ensure solutions are delivered with the highest quality Manage multiple concurrent initiatives, proactively removing impediments and balancing priorities, scope and timelines What do you need to succeed? Professional Accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5–7 years of related industry experience.

Consulting experience (management, technology or finance transformation), ideally serving financial institutions or insurance companies, including client engagement, scoping, solution design and delivering change initiatives. AI-enabled mindset with hands-on skills applying AI in finance (e.g., GenAI, Agentic AI, Copilot, prompt design and AI-driven automation).





Advanced Excel and Power Query skills are required; experience with VBA and VBS is an asset.

Solid working knowledge of the functionality, strengths and limitations of automation and AI technologies (e.g., GenAI, Agentic AI, Power Apps, Power Automate, Amazon Quick, RPA) to bridge business needs and technical solutions in partnership with developers.

Exceptional written and verbal communication and presentation skills, with the ability to influence stakeholders.

Strong organization and project management skills, with a proven ability to lead multiple engagements at once.

Excellent problem-solving and analytical skills, with a structured, hypothesis-driven approach and strong attention to detail.

Excellent relationship management skills to serve a diverse group of stakeholders and clients.

Creative thinker with vision, initiative and a strong desire to learn new skills. A genuine interest in process improvement and automation and a passion for deliver process efficiency.

What's in it for you? The prospect to move along a variety of career paths with amazing networking potential Versatile 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

📌 Manager, Finance Automation (Waterloo)
🏢 Sun Life
📍 Waterloo