Director, Enterprise Finance Management Reporting & Analysis

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.

At Sun Life were driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring authentic bold inspiring and impactful.

When you join Sun Life youll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions so you can make a meaningful difference in our Clients lives.

Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

Reporting to the AVP Enterprise Reporting & Planning this role is responsible for the development of management reporting materials for the Board of Directors and Executive Team.

The Director FR&A leads a high-performing team of financial professionals responsible for enterprise management reporting and analysis. The role also provides the successful candidate an opportunity to learn about Sun Lifes businesses from a macro/holistic perspective and develop analysis to provide key insights to the Executive Office.

Enterprise Reporting & Forecasting

• Oversee the execution of reporting and forecasting including the development of timelines guidelines and coordination with Business Groups and Corporate Functions

• Own quarterly management reporting and narrative development clearly connecting results and outlook to enterprise strategy and investor messaging.

• Ensure executive and Board materials are concise decisionoriented and supported by strong visualizations and coherent storylines.

• Establish a consistent enterprise management view of results including key drivers risks and implications and deliver content suitable for executivelevel forums.

• Lead driverbased forecasting articulating how key business drivers impact outlook sensitivities and runrate trajectory.

• Proactively lead reporting enhancements collaborating with management reporting partners across the enterprise.

• Lead and develop a team of financial professionals.

Executive Storytelling & Communication

• Translate complex financial and actuarial concepts into clear insightful messages for the Executive Team and Board of Directors.

• Lead the development of highquality executive presentations that integrate analytics visualization and narrative to drive informed decision making.

• Continuously elevate the quality consistency and strategic focus of management and Boardlevel financial discussions.

Transformation Automation & Insights

• Leverage financial systems automation and advanced analytics to enhance the quality speed and scalability of outputs.

• Drive continuous improvement across enterprise FR&A capabilities with a focus on insight generation and value creation.

• Evolve enterprise performance metrics and KPIs to improve insight into earnings drivers topline growth and relative performance across the enterprise.

• CPA or CFA with 8 to 10 years of Insurance or Financial Services industry experience;

• Strong leadership skills with an ability to work across multiple functions and business groups;

• Ability to transform complex issues into simple and concise messaging;

• Drives for results optimizes work processes and aligns work to outcomes;

• Focuses on key internal clients;

• Operates well in ambiguity and is resilient in changing situations;

• Works effectively through engagement and influencing others collaborates effectively and optimizes/develops talent;

• Excellent written and verbal communication skills;

• Excellent financial and business analytic capabilities;

• Advanced skills in Microsoft Office in support of Executive and Board materials.

• Organizational savvy and ability to navigate and lead cross-functionally within a complex and matrixed organization

• Proficiency in data analysis and financial modeling.

• Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

• In 2024 Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• Were also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off every five years.

• Care Days available for self-care or care of others (i.e. family or others you may support) and Sick Days to support your well-being.

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.

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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