Sun Life Looking for Director, Financial & Strategic Insights at Waterloo, ON Full Time

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:

Role Summary:

Canadian Finance’s Expense Management, Performance, Strategic Insights & Analysis team is a collaborative, diverse and high-performing group responsible for enabling and driving value to support Sun Life Canada in achieving financial and business objectives, while being a key business partner on specific initiatives and projects. This team is directly responsible for transforming and delivering internal/external reporting, analytics and insights needs of Sun Life Canada.

Reporting to the AVP, Expense Management, Performance & Analysis, the Director, Performance Management & Analytics will be responsible for overseeing the Canadian strategic initiatives portfolio and evolution of its operating model, including deliverables for planning, governance and reporting, and integration of our new agile Digital Enterprise (DE) structure. This role will be a key liaison with strategic initiatives owners across the Canada Business Units and will engage across functions encompassing Finance, Operations and Digital Enterprise as well as Canada senior leaders.

In addition, this position will be supporting key Expense Management functions such as month-end, quarter-end, Forecasts and Planning (Strategic and Final Plan). Through extensive involvement with the Business Units, Support Units, Corporate teams and senior management, the individual will develop a broad knowledge of all areas, financial and business drivers, and bridging Sun Life Canada’s performance to strategy, insights, and key communications. This position is also responsible for fostering and building a positive, engaging and inclusive team environment, that proactively anticipates business needs and recommends new opportunities and/or enhancements.

Key accountabilities of the role include:

• Responsible for managing the Canadian Finance strategic initiatives portfolio based on business performance metrics and results; this includes associated annual planning; governance and reporting processes for the Canadian Project Oversight Committee (CPOC). This person would be the subject matter expert for all Canadian Finance key initiatives.
• Responsible for the implementation and integration of the new agile/ DE strategic initiative operating, planning and value management models.
• Responsible for the development, consolidation, and review of Canada’s quarterly report on performance and strategic developments.
• Responsible for the oversight of the Canada Central Functions as well as any other Canada support functions as required
• Provide support and leadership (where applicable) to other Expense Management Insights & Analysis or Canada Finance teams for critical tasks and support Canadian and/or Corporate priorities and projects, as needed. Will encompass month-end, quarter-end, forecasting, Planning (Strategic and Business) and other key Canada Finance deliverables.
• Identify, recommend, and implement continuous improvement opportunities for deliverables and processes, supporting the business’ performance objectives and Canadian Finance vision.
• Manage and develop automated processes and tools to support key team deliverables.
• Develop collaborative partnerships and relationships across the Canadian Business and Support Units, and our Corporate and Digital Business & Technology Services teams to deliver on requirements.
• Lead a team of direct reports, set objectives and individual development goals, conducting employee reviews, and providing ongoing coaching.

What do you need to succeed?

• 5-7+ years of experience in Strategy, Strategic/Financial Planning and/or Initiatives; ideally, individual would have exposure to technology/digital projects and/or agile methodologies.
• Post-secondary education in Business, Finance or a similar discipline and holds a higher-level of education, preferably an accounting or finance designation (e.g., CPA, CFA) or MBA.
• Leadership experience through direct reporting relationships and project management.
• Strong communication and presentation skills, both verbally and in writing, and ability to build effective and collaborative business relationships.
• Demonstrated ability to make recommendations to senior management and influence business decisions based on through analysis
• Ability to enhance outcomes through strategic and value management-focused mindset, critical thinking capability and business improvement leadership.
• Strong problem solving, analysis and attention to details skills, with a team, people, and Client-focused mindset.
• Strong facilitation, negotiation, and issue resolution skills
• Proficient in Microsoft Office tools (including Excel, PowerPoint, and SharePoint) and ability to utilize automated functionality/tools to create efficiencies.
• Ability to prioritize, effectively organize and adapt to meet tight deadlines.

What would be assets to the team?

• Sun Life experience within a Finance and/or Business Unit area.
• Business knowledge and experience related to the Insurance and/or Financial Services industry.
• Experience in a large-size organization with multiple divisions and lines of business.

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 [email protected]

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.

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

Salary Range:

105,000/105 000 – 165,900/165 900

Job Category:

Finance

Posting End Date:

19/02/2023