Job Description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Canadian Finance’s Expense Management team is a high-performing group who are key business partners providing financial advice and support to Canada’s Business Units, Enablement Functions, Technology and Corporate teams.

This team is accountable for Canada’s expense planning, budgeting, forecasting, reporting and analysis to drive expense management across Sun Life Canada and support strategic decisions.

Reporting to the Director, Expense Management, the incumbent plays a leadership role in delivering end-to-end expense management through data driven insights and enhanced reporting to the Canadian Executive Team (CET), President Sun Life Canada, President & Chief Executive Officer, Board of Directors and Investors. This role is responsible for managing the development, messaging and review of Canadian expense management reporting, presentations and analyses. In addition, this role will support the transformation of expense management in Canada through evolving reporting, elevating relevant insights and developing new frameworks, metrics and dashboards.

Through extensive involvement with Canada’s Business Units, Enablement Functions, Technology and Corporate teams, the individual will develop a broad knowledge of all areas, financial and business drivers, and key performance indicators within Sun Life Canada. This position is also responsible for fostering and building a positive, engaging and inclusive team environment, that proactively anticipates business needs and recommends new opportunities and/or enhancements.

Your responsibilities will include:

• Coach, develop and mentor the CPA Leadership Program candidate, offering ongoing guidance on daily work management and priorities.

• Manage the monthly/quarterly/annual expense analysis, reporting and forecasting deliverables identifying key metrics, trends, insights and expense saving opportunities across Sun Life Canada.

• Manage the development of Workiva expense dashboards, analytics and presentations to measure progress on planned spend, savings and financial discipline.

• Lead and support expense analyses to provide relevant, concise executive insights, identify key drivers to enhance operating leverage, and advance deeper insights and holistic expense metrics (including IFRS17 segmented reporting).

• Support key Canada and Business Unit expense analysis projects

• Actively participate in cross-functional initiatives to advance the business, including assuming various roles within huddles, problem solving/continuous improvement teams and reporting on expense and business indicators.

• Pursue continuous improvement opportunities for deliverables and processes, supporting the business’ performance objectives and Canadian Finance vision.

• Provide support on various expense initiatives as required

We are looking for someone with:

• Accounting designation (CPA/CMA/CA/CGA)

• Strong prioritization skills to meet tight timelines in a high-performance environment

• Demonstrated experience in expenses and understanding of cost drivers and unit costs

• Energetic self-starter who takes initiative and works with minimum supervision

• Manages through complexity and ambiguity by maintaining focus, flexibility and positive ‘can-do’ attitude, with a strong Owners Mindset.

• Attention to detail to ensure accuracy and delivery of quality materials to an executive audience.

• Drives for action by acting with speed, decisiveness and sense of urgency. Assumes responsibility until the problem is solved.

• Superior written and communication skills to share relevant information at the executive level in a compelling, succinct and diplomatic manner.

What's in it for you?

• 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

#LI-Hybrid

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 factors. In 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 thebrightside@sunlife.com

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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.

Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

17/04/2026