Drive annual planning and quarterly forecasts at Sun Life using expense analysis, financial modelling, and gain/gap insights. Work in a hybrid workplace.

The Manager, Expense Management, is a key member of Retail Advice & Solutions Expense Management. You will lead gain/gap components of strategic planning, business planning, budgets, and forecasts for insurance and wealth. Your analysis will inform senior management and support effective decisions across Canadian business units.

Key Responsibilities:

- Lead gain/gap components of annual planning and quarterly forecasts
- Calculate and analyze unit costs by product group
- Perform financial modelling and assigned expense analyses
- Collaborate on Individual Insurance and Wealth performance analysis
- Support expense deep dives when required

Requirements:

- Five to seven years of accounting experience
- Expense and planning experience preferred
- Strong analytical and problem-solving capabilities
- Excellent prioritization across multiple deliverables
- Experience building reports with Excel and Hyperion

Apply financial planning, expense management, and gain/gap expertise while supporting Sun Life’s insurance and wealth businesses.

📌 Financial Planning Expense Management Lead (Toronto)
🏢 Sun Life Financial
📍 Toronto