Director Finance Process Management & Innovation

at  Sun Life

You are as unique as your background, experience and point of view. Here, you’ll 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.

ABOUT THE ROLE

Our Canadian business segment is a leading provider of protection, health, asset management and wealth solutions, providing products and services that deliver value to over 5.5 million Clients. We are the largest provider of benefits and pensions in the workplace, and offer a wide range of products to individuals via retail channels. We are focused on helping Canadians achieve lifetime financial security and live healthier lives. Our key business units include: Individual Wealth, Group Retirement Services, Sun Life Health and Individual Insurance.
Reporting to the AVP, FPR&A, the Director of Finance Process Management and Innovation will play a key role in optimizing the processes that support the financial reporting, analysis, and planning functions for the Canadian business segment of the company.

The Financial Planning, Reporting and Analysis (FPR&A) team that supports that Canadian business segment has a mandate that encompasses:

• Reporting and analysis of quarterly business group performance for senior leadership
• Key messaging for the investment community and employees
• Development of the 5 Year strategic financial plan and the 1-year operating plan

WHAT YOU’LL BE DOING

Current State:

• Coordination of all current financial reporting and analysis processes, including developing the annual calendar, communicating with business unit finance teams, and escalating key issues to senior leadership.
• Act as the main point of contact for new reporting requirements from corporate partners.

Future State:

• Document the current state of the planning and forecasting processes with the business units.
• Partner with the Canadian Finance Optimization team to:
• Research and recommend process improvements and technology solutions.
• Build the data infrastructure to support automated business analysis and forecasting.
• Oversee the development of key financial models for automated forecasting.
• Identify change impacts and work with key stakeholders in managing the change process
• Present recommendations and plans to senior leadership