Financial Analyst

Job Description

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About the role:

The Financial Analyst role provides full-time monthly reporting, financial analysis, budgeting & forecasting support for the Sun Life IT team. The Financial Analyst will develop key working relationships with members of IT finance and the IT product owners. This role will partner with these teams to drive successful budgeting, forecasting & monthly reporting of expenses. The role requires a motivated individual with high initiative, strong organization and analytical skills, ability to multi-task, excellent communication skills, keen attention to detail, and advanced proficiency with MS Excel and PowerPoint.

What will you do?

• Support budgeting, forecasting, financial management and reporting/analytics for IT portfolios within Sun Life
• Provide value to IT and the business through early identification of financial risks & opportunities and other ad hoc report and analysis
• Support reporting and analysis activities, such as monthly reporting and variance analysis, drive meetings with key stakeholders to explain monthly performance, and help achieve all budget targets
• Partner closely with stakeholders to improve and simplify reporting and various processes
• Perform month-end process, including creating journal entries, completing monthly reports and financial decks
• Coordinate with business management office, procurement, fixed assets, and accounts payable teams to resolve purchase requisitions, ad-hoc issues, and questions from the business

What do you need to succeed?

• 2 to 3 years experience in budgeting, forecasting and analysis of expense related activities
• 2 to 3 years of progressive experience within financial management functions
• University degree in Accounting, Finance or Business
• Self-motivated and proactive individual, capable of owning assignments, displaying initiative, creativity and a willingness to learn and develop
• Demonstrated analysis and problem-solving skills
• Demonstrated ability to share ideas and contribute to group discussions – building rapport with colleagues to achieve outcomes through influence and partnering
• Advanced proficiency level and experience with MS Excel (Pivot tables, V-look ups) is required – demonstrated ability to summarize and distill volumes of data into meaningful reports

Preferred Skills:

• Accounting designation (CPA) or progress towards the same would be an asset
• Previous work experience in Hyperion is desirable
• Experience and proficiency with MS Office Suite
• Advanced Excel skills (Macros, VBA)

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