Lead expense analysis and planning at Sun Life in a hybrid Manager, Expense Management role serving Toronto or Waterloo. Use Excel, Hyperion, and financial modelling skills.
Within Retail Advice & Solutions, you will provide timely financial information supporting management decisions. You will allocate operating expenses by product group, analyze gain/gap drivers, calculate unit costs, and lead planning for insurance and wealth. The role partners with valuation actuaries, Finance, Operations, and the Client Experience Office.
Key Responsibilities:
Prepare gain/gap, unit cost, commission, and business review deliverables
Analyze results, variances, and key performance drivers
Lead annual planning, budgeting, and quarterly forecasting
Lead the Retail Advice & Solutions Expense Study
Mentor staff and perform financial modelling
Requirements:
Five to seven years of accounting experience
Solid analytical, problem-solving, and prioritization skills
Excellent communication for explaining complex financial concepts
Proficiency with Microsoft Excel and Hyperion report building
Ability to manage multiple deliverables and deadlines
Apply expense management, planning, and analytical expertise to support Sun Life decision-making across insurance and wealth businesses.
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📌 Expense Management Finance Manager Toronto
🏢 Sun Life Financial
📍 Toronto
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