finance Specialist

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:

  SPECIFIC ACCOUNTABILITIES

 

• Support monthly forecasting, annual planning, budgeting, and financial reporting activities.
• Perform variance analysis and identify key financial and business drivers affecting results.
• Prepare and maintain financial models, forecasts, management reports, and dashboards.
• Analyze revenue, expenses, margins, accruals, profitability, and other key financial metrics.
• Support monthly and quarterly financial close and reporting processes.
• Prepare, review, and distribute recurring financial and operational reports.
• Extract, validate, and analyze data from financial reporting systems and data warehouses.
• Support fee, billing, invoice, and revenue-related activities, including fee analysis, accrual reviews, reconciliations, and expense recovery calculations.
• Investigate reporting discrepancies and collaborate with stakeholders to resolve issues.
• Provide financial insights and recommendations to support management decision-making.
• Partner with Finance, Accounting, Pricing, Fund Operations, Reporting & Analytics, and other business stakeholders to deliver reporting and analytical requirements.
• Support surveys, benchmarking exercises, RFP requests, and ad hoc analysis as required.
• Maintain and continuously improve reporting processes, controls, and documentation.

  QUALIFICATIONS AND COMPETENCIES REQUIRED

Education

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field.

Experience

• 2-5 years of experience in Financial Planning & Analysis (FP&A), Financial Reporting, Finance Operations, Accounting, or related Finance functions.
• Experience in Financial Services, Insurance, Wealth Management, or a similar industry is preferred.

Technical Competencies

• Strong financial analysis, forecasting, budgeting, and reporting capabilities.
• Advanced Microsoft Excel and Microsoft Office skills.
• Experience with SAP, AFO, Tableau, Power BI, Access, or similar financial reporting tools is preferred.
• Ability to analyze large volumes of financial data and translate findings into actionable business insights.
• Knowledge of billing, fee analysis, invoicing, accruals, and financial operations processes is an asset.

Behavioral Competencies

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Strong organizational and stakeholder management skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Ability to collaborate effectively with business partners and cross-functional stakeholders.

Job Category:

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