Senior Financial Planning Analyst at Supera preparing financial reports and supporting decision - making. Involves budget analysis and process automation for management.
About the role
- Financial Analyst role focused on budgeting, forecasting, and financial analysis for the IT team at Sun Life. Develop insights for financial management and reporting to support business objectives.
Responsibilities
- Support budgeting, forecasting, financial management and reporting/analytics for IT portfolios within Sun Life
- Provide value to IT and the business through early identification of financial risks & opportunities and other ad hoc report and analysis
- Support reporting and analysis activities, such as monthly reporting and variance analysis, drive meetings with key stakeholders to explain monthly performance, and help achieve all budget targets
- Partner closely with stakeholders to improve and simplify reporting and various processes
- Perform month-end process, including creating journal entries, completing monthly reports and financial decks
- Coordinate with business management office, procurement, fixed assets, and accounts payable teams to resolve purchase requisitions, ad-hoc issues, and questions from the business
Requirements
- 2 to 3 years experience in budgeting, forecasting and analysis of expense related activities
- 2 to 3 years of progressive experience within financial management functions
- University degree in Accounting, Finance or Business
- Self-motivated and proactive individual, capable of owning assignments, displaying initiative, creativity and a willingness to learn and develop
- Demonstrated analysis and problem-solving skills
- Demonstrated ability to share ideas and contribute to group discussions – building rapport with colleagues to achieve outcomes through influence and partnering
- Advanced proficiency level and experience with MS Excel (Pivot tables, V-look ups) is required – demonstrated ability to summarize and distill volumes of data into meaningful reports
- Accounting designation (CPA) or progress towards the same would be an asset
- Previous work experience in Hyperion is desirable
- Experience and proficiency with MS Office Suite
- Advanced Excel skills (Macros, VBA)
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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