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:
At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.
The Opportunity:
As a member of the company’s Financial Planning & Analysis team, the individual in this position provides strong financial support in the areas of financial forecasting, business planning, and profitability analysis. Key Business Partner to Functional leaders, providing all levels of financial and analytical support. Provide analyses on various business initiatives as required. Perform monthly consolidation of company financials.
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.
How you will contribute:
- Provide financial support to Functional leaders by understanding key business drivers and impact of metrics on operational and financial results.
- Build and maintain robust financial models to support changing needs at all levels, including profitability, consolidations, metrics, and other value-add financial analyses.
- Support both the annual operating planning activities and monthly forecasting processes through development and maintenance of analytical financial models.
- Prepare standardized reports and provide insightful analysis.
- Lead monthly meetings with cross functional teams to review and analyze monthly results, as well as forecasting outcomes.
- Understand company strategy to drive decision making with business partners.
- Work independently to drive results through the development financial models and analysis of key financial metrics.
- Other duties as needed or required.
What you will bring with you:
Required:
- Undergraduate degree in Finance, Accounting, Economics or equivalent required.
- 5 to 7 years of experience in a corporate finance role
- Strong understanding of budgets, forecasts, financial statements and accounting principles.
- Proven ability to operate independently and manage competing priorities in a fast-paced environment.
- Strong experience with Cognos TM1 and Oracle.
- Strong attention to detail and accuracy.
- Effective written and verbal communicator, comfortable interacting with a variety of audiences within the organization.
- Highly proficient in Excel, Word, and PowerPoint.
Preferred:
- Healthcare industry experience is preferred
- CMA/CPE and/or Graduate Degree/MBA
- Ability to travel to Milwaukee or other DentaQuest locations.
Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
Life is brighter when you work at Sun Life
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
- Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
- A flexible work environment with a friendly, caring, collaborative and inclusive culture
- Great Place to Work® Certified in Canada and the U.S.
- Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Salary Range: $78,000 - $117,000
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.
Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
Job Category:
Finance
Posting End Date:
30/03/2025
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
