Financial Analyst

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. Job Description: About the role: The Financial Analyst role provides full-time monthly reporting, financial analysis, budgeting & forecasting support for the Sun Life IT team. The Financial Analyst will develop key working relationships with members of IT finance and the IT product owners. This role will partner with these teams to drive successful budgeting, forecasting & monthly reporting of expenses. The role requires a motivated individual with high initiative, strong organization and analytical skills, ability to multi-task, excellent communication skills, keen attention to detail, and advanced proficiency with MS Excel and PowerPoint. What will you do? 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 What do you need to succeed? 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 Preferred Skills: Accounting designation (CPA) or progress towards the same would be an asset Previous work experience in Hyperion