Financial Center Manager overseeing financial center operations and managing employees at Bank of America. Ensuring operational excellence and instilling a client - centric culture.
About the role
- Finance Manager leading financial planning & analysis for Corporate Segment at Sun Life. Providing strategic insights and ensuring accurate forecasting for operational performance.
Responsibilities
- Consolidate Corporate Segment P&L to provide a comprehensive view of financial performance
- Manage and oversee Business Plan, Strategic Plan, and forecasting cycles for the Corporate Segment, including FMM, debt cost, earnings on surplus and reported income items
- Ensure forecast accuracy and planning integrity across all cycles and reporting periods; conduct variance analysis to understand key drivers and further investigate when necessary
- Report monthly results to Corporate senior leadership through emails and meetings
- Deliver monthly and quarterly reporting and comprehensive analysis of Corporate Segment P&L items for senior management review and decision-making
- Create clear, accessible reports tailored for non-finance partners to enhance understanding and engagement
- Continuously identify and implement efficiency opportunities across the FP&A function
- Evaluate and adopt emerging technologies, including GenAI solutions, to improve operational efficiency and reporting quality
Requirements
- Professional Accounting designation or relevant degree with 5+ years of financial planning and analysis experience
- Strong proficiency with Excel and financial modeling
- Knowledge of Hyperion, SAP, Workiva and Longview is advantageous
- Effective written and verbal communication skills
- Ability to organize, prioritize and make decisions that require innovative thinking
- Sound analytical and problem-solving skills
- Creative thinker with a vision and desire to learn new skills
- Takes initiative and has strong attention to detail
Benefits
- 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 when making contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
BA
Finance partner serving as financial analyst for Card & Small Business Lending at Bank of America. Providing insights for management decision - making through financial analysis and reporting.
Senior Finance Analyst handling complex financial activities including forecasting and financial reporting at Bank of America. Leading the consolidation of financial data for executive reporting.
Lead FP&A Reporting Transformation initiatives at Flutter, enhancing global processes and systems. Work closely with stakeholders in the finance sector for optimized reporting practices.
Senior Financial Analyst at Haemonetics responsible for tracking costs and supporting high - quality decisions. Collaborating with teams for forecasting and analysis in the medical device industry.
Oracle Functional Finance Consultant helping clients optimize finance processes with Oracle Financials ERP solutions. Guiding implementations using Agile methodologies and addressing client pain points.
Senior Investment Data Engineer developing scalable data solutions for Davy’s investment team. Managing data workflows and collaborating with business experts to enhance analytics capabilities.
Junior Financial Analyst driving financial data transparency and supporting cost improvement activities. Engaging in monthly closures and supporting management decision - making through analytics.
Investment Banker contributing to generative AI tools for financial modeling and transaction analysis. Producing investment banking deliverables and working in a remote, project - based environment.
WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.