Project Portfolio Analyst

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:

About the role:

The Project Portfolio Analyst role is responsible for supporting the Director Business Portfolio Management including by identifying and allocating expenses providing visibility into the current status of work across the portfolio and supporting annual and quarterly financial and strategic planning activities.

What will you do

• Support the Director Business Portfolio Management with ongoing activities such as financial reporting annual forecasting strategic planning and ceremony/meeting execution.
• Support monthly and quarterly portfolio financial activities including expense review variance analysis cost allocation validation forecast support and reconciliation across portfolio tracking tools and Finance inputs.
• Partner with Finance PMs Journey/Platform teams and delivery stakeholders to clarify portfolio data resolve discrepancies support reporting and ensure portfolio information remains current and reliable.
• Assist with regular stakeholder meetings via preparing agendas sourcing pre-read material managing conflicts and documenting and following up on actions.
• Support other day-to-day portfolio management ad-hoc tasks.
• Work with Journey and Platform owners to maintain and update portfolio roadmaps help prioritize deliverables and manage backlogs.
• Create and deliver stakeholder communications for ongoing priorities including status updates roadmap dependencies pressure points and key decisions requiring alignment

Unique Requirements:

• Some project work may be required outside of regular office hours to support critical timelines and/or critical deliverables.
• Some travel may be required (between Toronto and Waterloo).

What do you need to succeed

• 35 years of experience supporting financial planning expense tracking forecasting variance analysis cost allocation reporting and reconciliation activities.
• 35 years of experience supporting portfolio management financial analysis business operations or project coordination.
• University degree or college diploma preferably in Business Commerce Accounting Finance or a related discipline combined with relevant work experience.
• Proficient Excel skills are required including the ability to build and maintain pivot tables analyze large data sets and support financial/portfolio reporting; experience with PowerPoint is also desired.
• Excellent communication skills both verbal and written with a proven ability to partner and build relationships across teams and stakeholder groups.
• High attention to detail and commitment to data quality with the ability to identify inconsistencies reconcile information across sources and follow through to resolution.
• Proven flexibility adaptability and creativity to meet deadlines and manage competing priorities.
• Outcome-focused and results-driven.
• Strong analytical planning and organizational skills combined with strong business sense.

Preferred Skills:

• Experience with Planview or similar portfolio/project management tools is strongly preferred.
• Experience with Advanced Excel skills (Macros VBA) and Tableau preferred.
• Experience in digital and/or large company environments.
• Experience in scaled agile environments with multi-layer operating models using tools like Jira Confluence.
• Highly motivated with the ability to consistently seek out improvements to current processes.
• Brings a high-energy and passionate outlook to the job and can influence those around them.

Whats 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 aand 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

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 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 .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

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

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