Director – Expense Management

Director – Expense Management

Requirements

• Financial designation with strong preference for CPA or MBA with commensurate experience
• 7+ years of financial planning, reporting and analysis experience; preferably in Financial Services
• Proficient in MS Office Suite (Excel, Word, PowerPoint)
• Knowledge of various data management tools (i.e. Tableau, Python, etc.)
• Experience leading a team
• Strong financial analysis, reporting and presentation skills
• Curious nature with a passion for investigative analysis, business impact and continuous improvement
• Analytical thinking – designs/orchestrates use of financial and business analytics for decision making
• Problem solving skills with curiosity for root cause analysis to identify key levers of financial and operational performance
• Demonstrated strength and ability to design and implement processes and standards
• Exceptional communication skills, both written and verbal
• Experience building executive-level presentation and content
• Ability to thrive in a fast-paced environment with multiple competing priorities​
• Results oriented and critical thinking – high sense of ownership
• Capable of distilling complex concepts into simple key messages and insights
• Curious mindset and comfortable with ambiguity and change
• Strong leadership and collaboration skills.
• Strong relationship management skills with a focus on client orientation; including excellent interpersonal and communication skills (both oral and written)
• Strong prioritization and organization skills — capable of meeting deadlines in a high-performance environment
• Bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

Responsibilities

• Investigate and effectively communicate expense variances to all levels of management.
• Actively seek out expense savings opportunities and present action plans
• Attest to the accuracy of reports/information produced by establishing review processes
• Provide value add financial and non-financial insights to business partners
• Lead expense & initiative components of Planning (Strategic and Final), Budgeting, and Forecasting including timely, clear communication of expense requirements and roll-forwards to all Sun Life stakeholders.
• Ability to recognize and implement continuous improvements
• Lead by example in establishing sustainable and repeatable processes
• Build strong partnerships with business leaders and finance teams and become a trusted financial advisor
• Lead ad hoc financial analysis/consulting as required
• Understand, and be able to explain to business partners, expense drivers and Sun Life expense management process.

Preferred Qualifications

No preferred qualifications provided.