Associate Director, Financial Planning & Analysis

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.

At Sun Life, we look for optimistic people who want to make life brighter for ourClients.We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work.Every day,you'll be empowered and challengedbyworking withdynamic colleaguesto find new and innovative ways to make Sun Life the best benefits company in America.

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our leaders are expected to foster connection and teamwork by being present in the office a minimum of one day a week, on average, ramping up to two or three days over time

The opportunity:

• In this position you will be a member of the Dental Business Unit Finance team working in a financial planning and analysis role. The team is responsible for supporting the Dental business unit in managing its financial results and supporting its objectives in achieving sustainable, profitable business growth.

How you will contribute:

• Manages the preparation and review of the following FP&A packages: segment level P&L analysis, Client-level P&L's, financial forecasts, capital/ROE analysis, KPIs, Strategic and Business Plans, 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 and key drivers against budget and forecast that are reconciled, easy to read and analyze and help to identify risks and recommendations for the businesses.
• Partners with the Profitability Pricing & Analytics, Dental Accounting, Valuation, Pricing and Expense Management teams, plus a range of other key stakeholders, to prepare forecasts and analyze results.
• Ensures the content, messaging and delivery of financial reporting packages are appropriate and meets all required timelines.
• Collaborates with various teams during the business and strategic planning cycle and in-year target setting forecast processes through active project management, influence, and insightful presentations.

• Drives or supports projects as required, including providing finance support for strategic initiatives and business case development, and other financial analysis and modelling.
  • 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 and is influential in driving key 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

What you will bring with you:

• Advanced knowledge of Microsoft applications (Excel, Powerpoint, Word)
• Experience with SAP as well as Oracle General Ledger financial reporting hierarchies and associated reporting tools (EFDW/AFO, Essbase/Smartview, Hyperion Financial Reporting, Tableau), and TM1.
• Excellent interpersonal and communication skills are required as this position has direct contact with business groups including senior leaders.
• Ability to work independently, provide leadership and effectively support team including providing coaching for senior analysts on the team.
• Ability to work with a variety of team members and function in a dynamic environment.
• Problem solving skills with a natural 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.

Qualifications

• Bachelor's degree in finance or accounting; MBA preferred but not required
• 5+ years of analytical experience
• Insurance industry experience is preferred.
• Prior team leadership experience desired

Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture
• Great Place to Work Certified in Canada and the U.S.
• Named as a "Top 10" employer by the Boston Globe's "Top Places to Work" two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Salary Range: $106,400 - $159,600

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

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 www.sunlife.com/us 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.

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.comto request an accommodation.

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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.