Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
About the role
- Director of Finance overseeing strategic initiatives management for Sun Life. Responsible for global financial metrics and insights, collaborating with diverse teams in large projects.
Responsibilities
- Develop and maintain quarterly financial reporting for Sun Life key strategic initiatives
- Drive financial insights from key strategic initiatives for senior leaders
- Develop and maintain financial metrics linking qualitative outcomes to financial results
- Partner with Business groups, Risk Management, and the Value Realization Office to ensure globally consistent messaging on Key Initiatives
- Lead the planning, budgeting and forecast cycles for enterprise initiatives reporting
- Lead various expense related initiatives (as required)
- Identify and recommend process improvement opportunities to drive a continuous improvement mindset across the team.
Requirements
- Experience in expense management and planning & analysis roles (5+ years)
- Solution orientation with strong analytical problem-solving capability
- Proven experience in cost accounting, modelling, allocation creation and analysis
- Accounting designation (CPA)
- Experience working in large, complex organizations
- Develop creative, client-centered solutions, multiple alternatives, and approaches
- Use technology and analytic skills to turn data into actionable insights
- Assess complex issues from multiple angles to get the complete picture
- Provide thought leadership with ability to implement with the use of best practices
- Communicates confidently to a wide variety of audiences at all organizational levels
- Accomplish results within Sun Life’s culture and builds a variety of networks to support performance
Benefits
- Health insurance
- Sabbatical Program for up to 6 weeks every five years
- Care Days for self-care or care of others
- Sick Days for well-being
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