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Sun Life

Manager, Expense Management

Sun Life

. Build and maintain strong and effective relationships with key business partners to understand underlying business impact .

Posted 10/27/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and problem-solving capabilities, with proficiency in financial analysis and modeling. Proven ability to build relationships with business partners and effectively communicate complex concepts across various audience levels.

Highest-signal resume keywords
Financial AnalysisAccounting ExperienceMS Excel ProficiencyInsurance KnowledgeCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ModelingVariance AnalysisExpense PlanningUnit Cost CalculationCommission Trend Reporting
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailFlexibilityCreativity
Tools & Technologies
HyperionOracleSAPEssbaseTableau
Certifications & Qualifications
CPACMACGACA
Industry Keywords
Insurance ServicesBusiness PerformanceExpense StudyStrategic PlanningBudget Cycle

Tech Stack

Tools & technologies
OracleTableau

About the role

Key responsibilities & impact
  • Build and maintain strong and effective relationships with key business partners to understand underlying business impact
  • Prepare monthly, quarterly, and ad hoc gain/gap, unit cost, and commission-related deliverables, including Unit Cost Calculators, Commission Trend reports, and Quarterly Business Reviews
  • Perform monthly, quarterly, and ad hoc analysis of results to support variance analysis and key driver analysis
  • Collaborate with the actuarial FP&A team on ad hoc analysis of Individual Insurance and Wealth business performance for senior management
  • Lead all gain/gap components of the annual strategic/business planning and budget cycle, as well as quarterly forecasts
  • Lead the RA&S Expense Study every 2–3 years
  • Participate in and support expense deep dives as needed
  • Mentor and coach staff to encourage development and support knowledge transfer
  • Perform financial analyses and modeling as assigned

Requirements

What you’ll need
  • 5-7 years of accounting experience
  • Strong analytical and problem-solving skills with high attention to detail
  • Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
  • Strong ability to manage multiple deliverables while driving desired results
  • Proven ability to build and maintain successful relationships with business partners
  • Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
  • Excellent PC skills, proficiency with MS Excel and Hyperion, including experience building reports
  • Highly motivated with the ability to consistently seek out improvements to current processes
  • Knowledge of Insurance services and products and related market segments
  • Expense and planning experience
  • Excellent PC skills; experience with Oracle, SAP, Essbase, Tableau
  • Overtime will be required during peak periods (month-end, quarter-end, plan and budget)
  • Accounting designation (CPA, CMA, CGA, CA) or enrollment in an accounting designation program (CPA) preferred

Benefits

Comp & perks
  • Hybrid work environment
  • A friendly, collaborative, and inclusive culture
  • 20 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