Financial Analyst Role in Expense Management

Sun Life • kitchener, Canada

Location kitchener, region of waterloo
Job Type Full-time
Posted May 31, 2026

Role Description

Join the Retail Advice & Solutions team at Sun Life as a Senior Financial Analyst. This hybrid position involves financial reporting, expense analysis, and strategic support for business initiatives.
Your expertise will drive financial insights crucial for effective management decision-making. Collaborate with business partners to understand their financial needs while leading the monthly and quarterly expense reports. Your role will include forecasting, identifying savings opportunities, and mentoring new team members to foster skill development and knowledge transfer.
Key Responsibilities:
• Manage monthly business partner forums and updates
• Provide strategic financial analysis and budgeting support
• Develop forecasts and perform expense deep dives
• Drive alignment of financial goals with business partners
• Lead annual planning and training for budget managers
Requirements:
• CPA, CMA, CGA, or CA accredited
• 5-7 years of experience in accounting or...

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