VP, Global Finance Transformation

Job Description

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VICE PRESIDENT, GLOBAL FINANCE TRANSFORMATION

Role Summary

The Vice President, Global Finance Transformation is a senior leadership role with enterprise-wide accountability for advancing Sun Life’s Global Finance Evolution agenda. As a key member of the Enterprise Finance leadership team, this role will lead the design and execution of large-scale, global transformation initiatives aimed at simplifying, standardizing, and modernizing finance processes.

This is a pivotal role at a critical stage in Sun Life’s evolution toward a more globally integrated, technology-enabled finance function. The successful candidate will drive end-to-end process transformation and enable global operating models (including Global Process Owner structures), and accelerate the adoption of data, automation, and AI to unlock productivity, scalability, and higher impact finance capabilities.

Key Relationships

Reports to: SVP, Enterprise Finance

Key stakeholders:

• Global Finance Leadership Team (including SVP CFOs and Enterprise Finance leaders)
• Business Unit Finance leaders
• Sun Life Global Solutions (SLGS) leadership
• Technology, Data, and AI partners
• Corporate functions (Tax, Capital, Risk, Strategy)

Primary Accountabilities

• Lead enterprise-wide finance transformation strategy and execution
• Drive the end-to-end Global Finance Evolution agenda, including defining priorities, mobilizing workstreams, and delivering measurable outcomes aligned to cost, efficiency, and quality objectives.
• Design and implement global, process-aligned operating models
• Lead the transition toward globally consistent finance processes, including the establishment of Global Process Owner (GPO) models and expanded use of shared services and global delivery capabilities.
• Drive end-to-end process re-engineering across core finance processes
• Oversee transformation across key processes (e.g., Record-to-Report, FP&A, Expense Management), with a focus on standardization, simplification, and elimination of duplication across business groups.
• Partner with finance, technology and data teams to modernize the finance technology landscape, improve data foundations, and deploy automation and AI solutions to enhance decision-making and operational efficiency.
• Deliver measurable value and transformation outcomes
• Establish and track clear success metrics (e.g., cost savings, cycle time reduction, productivity gains), ensuring disciplined execution and benefits realization across all transformation initiatives.
• Drive stakeholder alignment and enterprise change management
• Engage and influence senior leaders across a complex, matrixed organization; build alignment on transformation priorities; and lead structured change management to embed new ways of working.
• Build and lead high-performing transformation teams
• Develop a strong, dedicated transformation capability, combining finance, process, technology, and change expertise to support sustained transformation over multiple years.

Qualifications & Experience

• 15+ years of progressive experience in finance leadership, transformation, or large-scale change programs
• Proven experience leading global finance transformation initiatives within a complex, matrixed financial services environment
• Deep understanding of core finance processes (e.g., Record-to-Report, FP&A, controls) and operating model design
• Experience with shared services, global delivery models, or process centralization initiatives
• Undergraduate degree in Business, Finance, or related discipline

Leadership Profile & Capabilities

• Strategic and execution-oriented – able to set bold direction while driving disciplined delivery
• Global and enterprise mindset – experienced operating across geographies and organizational boundaries
• Influence and stakeholder leadership – strong presence with the ability to align and mobilize senior leaders
• Transformation leadership – track record of leading complex, multi-year change in large organizations
• Data and technology fluency – strong understanding of digital, data, and AI enablement in finance
• Organizational savvy – able to navigate complexity and drive outcomes in a matrixed environment