Planning & Reporting Analyst, Global Expense Management
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Key skills for this role
About the Role
Sun Life seeks a Planning & Reporting Analyst to join its Corporate Expense Management team, overseeing over CAD 14B in annual expenditures. The role involves collaborating with business groups to develop consolidated expense reporting, variance analysis, and actionable insights for senior leaders.
Key Skills for This Role
Responsibilities
- Collaborate with Business Group partners to develop consolidated expense reporting variance analysis and actionable insights to senior leaders
- Coordinate key expense components of the annual Strategic Plan and Business Plan deliverables, including budgeting and forecasting activities
- Execute on digitization and automation expense priorities, leveraging technical capabilities and a continuous improvement mindset
- Lead ad hoc requests from senior leadership and multiple stakeholders, delivering complete, well supported analysis with strong ownership and a high sense of urgency
- Build strong relationships with Corporate and Business Group partners
Requirements
- 2+ years of experience in accounting, financial analysis, planning & reporting, or expense management within a global organization
- 2+ years of experience analyzing financial and operational data, drawing sound conclusions and making informed recommendations
- Bachelor’s degree in Business, Accounting, Finance, Economics or a related field
- Attention to detail to ensure accurate internal and external reporting
- Strong communication skills with ability to translate complex financial information at the executive level
- Ability to manage through complexity and ambiguity with a ‘can do’ attitude and ownership mindset
- Excellent multitasking, prioritization, and time management skills
Full Job Posting
Job Description
- Sun Life’s Corporate Expense Management team oversees more than CAD 14B of annual expenditures.
- The team works closely with Digital, Business and Technology Solutions (DBTS) and corporate finance areas.
- This role reports to the Manager, Expense Management.
What will you do?
- Collaborate with Business Group partners to develop consolidated expense reporting variance analysis and actionable insights to senior leaders.
- Coordinate key expense components of the annual Strategic Plan and Business Plan deliverables, including budgeting and forecasting activities.
- Execute on our digitization and automation expense priorities, leveraging technical capabilities and a continuous improvement mindset.
- Lead ad hoc requests from senior leadership and multiple stakeholders, delivering complete, well supported analysis with strong ownership and a high sense of urgency.
- Build strong relationships with Corporate and Business Group partners.
What do you need to succeed?
- 2+ years of experience in accounting, financial analysis, planning & reporting, or expense management within a global organization.
- 2+ years of experience analyzing financial and operational data, drawing sound conclusions and making informed recommendations that drive business decisions.
- Bachelor’s degree in Business, Accounting, Finance, Economics or a related field.
- Attention to detail to ensure accurate internal and external reporting.
- Strong communication skills with the ability to translate complex financial information at the executive level in a compelling, succinct and diplomatic manner.
- Ability to manage through complexity and ambiguity with a ‘can do’ attitude and ownership mindset.
- Excellent multitasking, prioritization, and time management skills.
Preferred Skills
- Experience working in the insurance industry or a large financial institution is an asset.
- Working knowledge of relevant applications is an asset (Hyperion, SAP, Longview, Workiva, Tableau).
What's in it for you?
- Hybrid work environment.
- A friendly, collaborative, and inclusive culture.
- 15 vacation days per year.
- Flexible Benefits from the day you join.
- Pension, stock and savings programs.
- Opportunity to move along a variety of career paths.
- Access to our Global Learning Centre, available 24/7.
- Wellness programs that support mental, physical and financial health.
Salary Range
- Base Pay range: 60,000 97,000 CAD per year.
- Eligible for various incentive plans, payment under which is discretionary.
Workplace
- Hybrid work environment.
- #LI Hybrid
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