Manager, Sun Life Asset Management Finance

Job Description

:

Reporting to the AVP, Strategic Finance Initiatives, this role is accountable for supporting financial reporting, financial planning & analysis, and strategic initiatives at Sun Life Asset Management (“SLAM”). This role is responsible for:

• Supporting the development of SLAM’s financial reporting processes
• Contributing to the financial reporting, advisory, and analysis processes at SLAM
• Partnering with Enterprise and SLAM counterparts to satisfy relevant internal control requirements
• Supporting the strategic planning process in partnership with SLAM Strategy and Enterprise
• Engaging with various ad hoc SLAM finance and strategic initiatives to drive SLAM’s strategic imperatives

This role affords the successful candidate the opportunity to learn about SLAM’s businesses from a holistic perspective, develop analyses to provide key insights to the SLAM Executive team, and build relationships across the Enterprise.

Keys to success in this role include:

• ability to prioritize and manage multiple deliverables within tight timelines
• curiosity to understand our business and key drivers of our results
• strong attention to detail and focus on data accuracy; eye for user-oriented design, graphical storytelling and dashboard development
• a passion for leveraging technology/tools and continuous process improvement
• ability to innovate and challenge the status quo to drive meaningful change
• a practical problem solver

What will you do?

• Support the continuous improvement of SLAM’s financial reporting processes, including:
• Implementing operational workflows to collect, use and share financial information
• Supporting the production of internal and external financial reviews
• Executing new reporting processes and controls
• Support the SLAM business plan process and all financial components of strategic planning process, partnering with SLAM business units and Enterprise functional groups
• Be a partner with SLAM Strategy to support the success of strategic initiatives
• Deliver deep dive analysis to develop insights and support management decision making
• Prepare summary, driver-based analysis to support the SLAM Executive team in understanding business results and performance versus business plan

What do you need to succeed?

• Connects the big picture, understands the business and manages complexity across deliverables
• Optimizes work processes and aligns work to outcomes
• Operates well in ambiguity and is resilient in changing situations
• Adapts style to be effective in different situations and challenges
• Ability to manage multiple priorities
• Strong written and verbal communication skills
• Strong financial and business analytic capabilities
• Advanced skills in Microsoft Office in support of Executive and Board materials
• Experience with Workiva (preferred)

Education and Experience

• CPA, or actively working toward one, with 5 years of experience; financial services industry preferred
• Additional relevant qualifications would be considered an asset
• Progressive experience with FP&A in financial services

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2026 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-NB1