01Overview
Manager, Expense Management
Experience: Not Available to Not Available years
Location: Toronto, Ontario, Canada
Skills: CPA, CMA, CA, CGA, budgeting, reporting, forecasting, analysis, Hyperion, SAP, Tableau, Workiva, Longview, process automation, workflow optimization, business partnering, stakeholder influence
Job Description
You are as unique as your background, experience and point of view. Here, youll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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.
Canadian Finances Expense Management team is a high-performing group, who are key business partners providing financial advice and support to Canadas Business Units, Enablement Functions, Technology and Corporate teams. This team is accountable for Canadas expense planning, budgeting, forecasting, reporting and analysis to drive expense management across Sun Life Canada and support strategic decisions. Reporting to the Director, Expense Management, this role is accountable for end-to-end Planning and Budgeting across Sun Life Canada, including optimizing the budget framework, managing the Canada wide budget process, developing budget templates, collaborating with partners to address budget queries and consolidating budgets with data driven insights and enhanced reporting. The Manager will play a leadership role in driving a disciplined, efficient, and scalable planning process, while enhancing transparency, insights, and decision support for senior leadership. In addition, this role will support the transformation of expense management in Canada through evolving reporting, elevating relevant insights and developing new frameworks, metrics and dashboards. Through extensive involvement with Canadas Business Units, Enablement Functions, Technology and Corporate teams, the individual will develop a broad knowledge of all areas, financial and business drivers, and key performance indicators within Sun Life Canada. This position is also responsible for fostering and building a positive, engaging and inclusive team environment, that proactively anticipates business needs and recommends new opportunities and/or enhancements.
What will you do
Lead the end-to-end annual planning and budgeting process, including stakeholder alignment across Business Units, Enablement Functions, Corporate and Canadas Planning teams
Develop and maintain planning and budget templates and frameworks to enable consistent, accurate, and efficient inputs
Drive consolidation of total Canada expense plan and budget, including analysis of key drivers, variances, and recommendations
Partner closely with Business Units and Enablement Functions to enhance financial discipline
Deliver clear, concise executive-level messaging on plan outcomes, risks, and opportunities
Identify and implement process improvements and automation opportunities to enhance efficiency
Support Canada expense planning and budgeting initiatives and other expense initiatives
We are looking for someone with:
Accounting designation (CPA, CMA, CA, or CGA)
Proven experience in financial planning and budgeting within complex organizations
Solid analytical skills with deep understanding of expense drivers and unit costs
Excellent business partnering and stakeholder influence skills
Demonstrated ability to manage ambiguity and drive alignment across multiple teams
Superior written and verbal communication skills; ability to translate complex concepts into clear executive messaging
Results-oriented self-starter with high ownership and sense of urgency; able to work with minimal supervision
Strong attention to detail and commitment to continuous improvement
Preferred skills:
5+ years of insurance and/or financial industry experience with direct planning and budgeting involvement
Experience with financial planning, budgeting, reporting, forecasting, and analysis
Proficiency with financial tools (e.g., Hyperion, SAP, Tableau, Workiva, Longview)
Demonstrated experience in process automation or workflow optimization
Experience presenting to senior leadership
What's in it for you
Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus .