Senior 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:

Sun Life Canada is strengthening its Value Realization Office with a critical mission to increase the flow of value across the Canadian business. This will complement the role of traditional PMOs in the enterprise and enable orchestrate and accelerate business outcomes ensuring the Canadian portfolio can achieve its strategic objectives and priorities.

We are seeking a Senior Project & Portfolio Analyst to join our dynamic this role you will help the Canada Value Realization Office accelerate the adoption and effective use of Planview (our enterprise project & portfolio management system). You will ensure system data integrity oversee key financial and portfolio management processes and partner closely with system administration and support teams end users and internal stakeholders to advance our tools and capabilities. Your expertise will play a critical role in enabling project and portfolio teams across Canada to forecast accurately track value and deliver intended project outcomes.

What will you do

• Serve as the subject matter expert for Planview Portfoliosits configuration data structures workflows and reporting capabilities

• Act as the Planview Portfolios system administrator for Canada collaborating with the Global Administration team to troubleshoot issues and coordinate resolutions for end users

• Guide the Planview Portfolios support team toward operational excellence; monitor and maintain data quality across all modules identifying gaps and driving process improvements

• Execute monthly and quarterly financial management processes within Planview Portfolios including budgeting forecasting variance analysis and cost allocation

• Oversee the initiative benefits tracking process ensuring benefits are captured validated and reported with accuracy

• Lead project status reporting processesensuring timely consistent and reliable updates across portfolios

• Support OKR management including setup maintenance and reporting of progress

• Partner with internal stakeholders and administrative teams to design and develop dashboards and reporting that enhance transparency and decision-making

• Collaborate with end users and stakeholders to deliver system enhancements test new features and support rollouts

• Document processes standards requirements and technical specifications as needed

What do you need to succeed:

• Bachelors degree in Business Finance Information Systems or related field

• 5 years of experience in business analysis financial analysis and/or project & portfolio management

• Familiarity with Planview Portfolios or comparable project and portfolio management tools

• Demonstrated ability to manage complex data workflows and system-driven processes

• Strong financial acumen especially in forecasting and variance analysis

• Ability to work effectively in a collaborative cross-functional environment

• Excellent documentation skills with the ability to create clear and comprehensive reports process documentation and technical artifacts

• Advanced proficiency in Microsoft product suite (Excel PowerPoint Teams and Co-Pilot)

• Exceptional analytical and problem-solving skills

• Clear and confident communication skills adept at working with both technical and non-technical audiences

• Working knowledge of project and portfolio management processes including agile and/or scaled agile

Desired Experience:

• Project management expertise and/or a PMP designation.

• Finance-related experience and/or a CPA designation.

• Agile Portfolio Management or other Agile experience/designations (e.g. SAFe).

• Data visualization experience such as Microsoft PowerBI and/or Tableau

Whats in it for you

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• Were committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential

• Were honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee well-being fostering a positive work culture and achieving excellence in mental health

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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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