Financial Analyst

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role:

The Group Benefits Financial Reporting & Analysis team is responsible for providing accurate and timely financial information to enable effective management decision-making. Reporting to the Manager, GB Reporting & Analysis, the Financial Analyst will prepare complex financial reports; understands accounting process and provides consolidated reports; identifies control gaps and resulting issues; manages or participates in projects. May have achieved a professional designation.

In this role, your primary responsibility will be to accurately maintain comprehensive internal management reports, which support decision-making. You will also assist in the development of the annual budget, quarterly forecast and variance analysis.

What will you do?

• Prepare, distribute comprehensive reporting templates to the business lines for the monthly, quarterly and annual planning processes (Key performance Indicators, Quarterly Financial Review and supporting documents).
• Analyze information reported by the business units.
• Consolidate business unit data, explain variance and draft commentaries.
• Prepare reporting packages presented in finance meetings.
• Validate Supplementary Financial Information prior to release.
• Compile rating agency surveys and Year-end Regulatory Reporting.
• Prepare ad-hoc analysis as required.

What do you need to succeed?

• 3-6 years of experience in a financial analysis role
• 1-2 years financial analysis/accounting work experience
• University degree with major in Accounting or Finance
• Strong analytical and problem-solving skills with the ability to gather, synthesize, organize and report information
• Ability to summarize large amounts of data to isolate business drivers and articulate findings in commentaries
• Strong MS Office and excellent Excel skills (proficient with Pivot Tables, V/X-look ups)
• Must be detail-oriented, well-organized with good communication skills
• Strong communication skills and ability to present to senior leadership team
• Ability to multi-task and work under pressure during critical reporting periods
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

Preferred Skills:

• Pursuit of CPA designation an asset
• Working knowledge of MS Access
• Experience in a diverse system environment, including accounting systems such as SAP and mainframe applications.
• Knowledge of financial services industry and/or insurance business processes and products

Unique Requirements:

• Overtime and flexible work hours may be required during peak reporting periods
• This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or travelled outside of Canada for 6-consecutive months during the last 5 years, and you must account for all activities during this time.

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 to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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