Director, Financial Planning & Analysis
Director, Financial Planning & Analysis
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$ 135100 - 202700
1 Vacancy
Job Description
Sun Life U.S. is one of the largest providers of employee and government benefits helping approximately 50 million Americans access the care and coverage they need. Through employers industry partners and government programs Sun Life U.S. offers a portfolio of benefits and services including dental vision disability absence management life supplemental health medical stop-loss insurance and healthcare navigation. We have more than 6400 employees and associates in our partner dental practices and operate nationwide.
Job Description:
The Director Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for delivering insights that drive business performance financial accountability and informed decision-making. This role partners closely with business leaders and senior management to manage key financial processes including budgeting forecasting reporting and expense oversight. The ideal candidate is a proactive collaborative and analytical leader with a passion for continuous improvement and data integrity.
Responsibilities
Lead the annual plan quarterly forecasts (Month 1 Month 2) and long-range planning processes for the Sun Life U.S. Business Group.
Prepare and deliver theactual consolidated financial results and key performance indicators (KPIs)on a quarterly basis.
Prepare and deliver theQuarterly Financial Review (QFR)andQuarterly Business Review (QBR) working closely with senior leaders to highlight results trends and strategic focus areas.
Analyze and communicate financial performance including variance analysis (actuals vs. forecast/budget) with clear actionable insights.
Review and reconcile financial reporting deliverables including thefinancial supplement ensuring accuracy and completeness.
Partner with business leaders to understand financial drivers identify risks and opportunities and support operational execution.
Drive process improvement and automation efforts using Excel Tableau Workiva and PowerPoint.
Lead and develop a team of two financial analysts; build a strong performance culture and support professional development.
Support ad hoc projects and strategic initiatives including M&A rating agency materials investor day materials etc.
Qualifications and Preferred skills
Bachelors degree in Finance Accounting Economics or a related field; CPA CFA or MBA strongly preferred.
10 years of progressive corporate finance experience including 35 years in a leadership role.
Proven expertise in financial planning reporting forecasting and variance analysis.
Strong technical skills in Excel and PowerPoint; proficiency with Tableau and Workiva a plus.
Excellent communicator with the ability to translate financial data into clear narratives for executive and cross-functional audiences.
Experience in insurance or financial services is highly desirable.
Strong leadership and collaboration skills; able to influence without authority and work effectively across departments.
Salary Range: $135100 - $202700
At our company we are committed to pay transparency and equity. The salary range for this role is competitive nationwide and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills qualifications experience education and geographic addition to your base salary this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
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We are committed to fostering an inclusive environment where all employees feel they belong are supported and empowered to thrive. We are dedicated to building teams with varied experiences backgrounds perspectives and ideas that benefit our colleagues clients and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life we prioritize your well-being with comprehensive benefits including generous vacation and sick time market-leading paid family parental and adoption leave medical coverage company paid life and AD&D insurance disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match stock purchase options and an employer-funded retirement account. Enjoy a flexible inclusive and collaborative work environment that supports career growth. Were proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S. weve also been recognized as a Top 10 employer by the Boston Globes Top Places to Work for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans unless the accommodation would impose an undue hardship on the operation of our business. Please email to request an accommodation.
For applicants residing in California please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of applicable state and local laws including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or status as a protected veteran.
Job Category:
Posting End Date:
Required Experience:
Director
Employment Type
Full-Time
