Director, Finance Optimization

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:

As part of our journey to modernize and drive efficiencies across the Finance function, the Finance Optimization team within Canadian Finance plays an important role in streamlining finance operations and leveraging technology and data analysis to drive efficiencies and introduce new capabilities.

As the Director of Finance Optimization, you will provide leadership support for the strategic development and implementation of key Canadian Finance optimization initiatives. The role requires strong collaboration, project management, and stakeholder management skills to align finance optimization efforts with the broader business needs.

The ideal candidate is a self-motivated, results-driven individual with a passion for leading and driving change to improve operational efficiency and modernize the finance function.

What you'll be doing

• Develop and implement finance optimization strategies, frameworks and initiatives to streamline operations and introduce new automated capabilities

• Create and manage project plans, timelines and budgets

• Conduct in-depth current state analysis to identify opportunities and efficiencies

• Collaborate cross-functionally to understand requirements, prioritize and align efforts

• Partner with specialists on the Canadian Finance Optimization, Corporate Finance, and Technology (DBTS) teams and embed technology and tools into end-to-end solutions

• Monitor project health and report progress, risk mitigation and outcomes

• Stay current on industry trends and emerging capabilities to modernize finance

• Prepare and present materials to stakeholders with recommendations and updates

• Effectively manage project teams comprising of finance professionals and specialists, and identify and address any obstacles that may impede the team's progress and productivity

What you'll need to succeed:

• Bachelor's degree in finance or business, with 5-7+ years of leadership experience

• Proven track record of leading successful finance optimization initiatives and delivering measurable results, while working in Agile and Waterfall environments

• Exceptional project management, communication, influencing and collaboration skills, including relationship management and team building

• Strong problem-solving, analytical, and multitasking abilities to prioritize and execute multiple complex initiatives

• Proficiency in relevant software tools (MS Project, Office, Jira, Confluence, etc.)

• Strong understanding of data, process, accounting controls and best practices

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

Assets:

• Certified Project Management professional designation (PMP)

• Business knowledge and experience related to the Insurance and/or financial services industry

• Experience in a medium to large size organization with multiple divisions and lines of business

What's in it for you

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

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.

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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