Associate Director, Financial Planning & Analysis

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.

Visit our website to discover how Sun Life is making life brighter for our customers partners and communities.

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week.

The opportunity:

In this position you will be a member of the Employee Benefits Finance team working in a financial planning and analysis role. This role will manage 1 Senior Financial Analyst. The team is responsible for supporting the Employee Benefits business unit in managing its financial results and supporting its objectives in achieving sustainable profitable business growth.

How you will contribute:

• Manages the preparation and review of the following FP&A packages: product level P&L analysis financial forecasts capital/ROE analysis KPIs Strategic and Business Plans key financial metrics for Monthly and Quarterly Business Reviews and other strategic analysis.

• Evaluates financial performance and makes recommendations through insightful management reporting by demonstrating engagement and collaboration with business partners.

• Provides financial results deliverables and key drivers against budget and forecast that are reconciled easy to read and analyze and help to identify risks and recommendations for the businesses.

• Partners with the Actuarial Projections and Analytics Group Accounting Valuation Pricing and Expense Management teams plus a range of other key stakeholders to prepare forecasts and analyze results.

• Ensures the content messaging and delivery of financial reporting packages are appropriate and meets all required timelines.

• Collaborates with various teams during the business and strategic planning cycle and in-year target setting forecast processes through active project management influence and insightful presentations.

• Oversees the quarterly and annual SOX-controlled Goodwill testing process.

• Drives or supports projects as required including providing finance support for strategic initiatives and business case development and other financial analysis and modelling.

• Collaborates on initiatives that drive the changing agenda for Finance by participating in various projects involved in operational and financial optimization of systems and processes.

• Provides key insight and is influential in driving key systems enhancements to improve financial processes and reporting.

• Actively identifies and implements best practices technologies and tools to support the modernization of the finance function

What you will bring with you:

• Advanced knowledge of Microsoft applications (Excel Powerpoint Word)

• Experience with SAP as well as Oracle General Ledger financial reporting hierarchies and associated reporting tools (EFDW/AFO Essbase/Smartview Hyperion Financial Reporting Tableau).

• Excellent interpersonal and communication skills are required as this position has direct contact with business groups including senior leaders.

• Ability to work independently provide leadership and effectively support team including providing coaching for senior analysts on the team.

• Ability to work with a variety of team members and function in a dynamic environment.

• Problem solving skills with a natural curiosity for root cause analysis to identify key levers of financial performance.

• Analytical thinking skills to design/orchestrate use of financial and business analytics for decision making.

• Strong prioritization and organization skills; capable of and committed to meeting financial reporting deadlines in a high-performance environment.

Qualifications

• Bachelors degree in finance or accounting; MBA preferred but not required

• 5 years of analytical experience

• Insurance industry experience is preferred.

• Prior staff management experience

Salary:

Salary Range: $112300 - $168500

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.