Senior Financial Analyst

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Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Senior Financial Analyst, Financial Planning & Analysis

In this position you will be a member of the Group Benefits & National Accounts Finance team working in a financial planning and analysis role. This role reports to the Director, FP&A and is responsible for supporting the Group Benefits and National Accounts business units in managing their financial results and supporting their objectives in achieving sustainable, profitable business growth.

Job responsibilities

* Responsible for preparation of the following FP&A packages: product level P&L analysis, Group Benefits & National Accounts P&L split, IFRS and NAIC financial forecasts, KPIs, Strategic and Business Plan P&Ls and key metrics, key financial metrics for Monthly and Quarterly Business Reviews, and other strategic analysis.
* Evaluates financial performance and makes recommendations through insightful management reporting by demonstrating engagement and collaboration with business partners.
* Provides financial results deliverables highlighting key variance drivers against budget, forecast, and prior year that are reconciled, easy to analyze and help to identify recommendations for the businesses.
* Partners with the Actuarial Projections and Analytics, Group Accounting, Valuation, Pricing and Expense Management teams, plus a range of other key stakeholders, to analyze results and prepare earnings forecasts.
* Collaborates with various teams during the business and strategic planning cycle as well as in-year forecast processes and provides ongoing plan/forecast to actual analysis that is insightful and actionable.
* Maintains a well-controlled National Accounts policy list that is used to split results into Group Benefits and National Accounts stand-alone P&L statements

* As Sun Life transitions to the IFRS17 accounting standard, this role will play a critical role in building out and maintaining new reports.
* Supports projects as required, including providing finance support for strategic initiatives, business case development, and other financial analysis and modeling.
* Prepares well thought out models that can be used to evaluate a business scenario and make recommendations to various business partners and leaders.
* Builds, evaluates and improves modeling to report on or project realistic financial outcomes.

* Collaborates on initiatives that drive the changing agenda for Finance by participating in various projects involved in operational and financial optimization of systems and processes.
* Provides key insight regarding systems enhancements to improve financial processes and reporting.
* Actively identifies and implements best practices, technologies and tools to support the modernization of the finance function.

Job requirements

* Bachelor's degree in finance or accounting; MBA preferred but not required
* 3 plus years of analytical experience
* Insurance industry experience is preferred.
* *Advanced knowledge of Microsoft applications (Excel, Powerpoint, Word)
* Experience with Oracle General Ledger financial reporting hierarchies and associated reporting tools (Essbase/Smartview, Hyperion Financial Reporting, Tableau) is a plus.
* Excellent interpersonal and communication skills are required as this position has direct contact with various business groups.
* Ability to work independently and as part of a team in a dynamic environment.
* Problem solving skills with a natural proactive curiosity for root cause analysis to identify key levers of financial performance.
* Analytical thinking skills to design/orchestrate use of financial and business analytics for decision making.
* Strong prioritization and organization skills; capable of and committed to meeting financial reporting deadlines in a high-performance environment.

It is the policy of SLF U.S. that we will recruit, hire, train, and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to age, race, color, religion, national origin, ancestry, gender, sex (including but not limited to pregnancy, childbirth, or breastfeeding), sexual orientation, gender identity or expression, military or veteran status, physical or mental disability, medical condition, genetic information, marital status, or other legally protected status, and we will ensure that all employment decisions are based only on valid job requirements.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter - for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Finance

Posting End Date: