Treasury Project Analyst

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:

The Corporate Treasury team has responsibility for the North America Treasury functions at Sun Life including cash management, payment execution, governance, controls and risk management practices, and act as trusted advisors to business units in providing treasury solutions and services.

Reporting to the Director, Treasury Initiatives, the Treasury Analyst provides project management, business analysis and project support services to the Treasury team, supporting Treasury’s transformation. The Treasury Analyst works closely with business, operations and technology stakeholders to assess current state, understand business needs, identify gaps, design and implement solutions leveraging their solid knowledge on Treasury Operations and Payments to ensure successful project delivery. Projects include system implementation and enhancements with impacts across multiple business units; adoption of tools, products/services to optimize processes and improve data analytics.

What will you do?

The Treasury Project Analyst role provides support to Treasury for projects led by Treasury and/or projects led by other business groups, including DBTS, where Treasury is a key stakeholder. This role would help ensure projects and project tasks stay on track, ensure the appropriate stakeholders are engaged, and action items are completed in a timely manner.

The successful candidate would participate in all project phases including:

• Documenting/contributing to detailed requirements, scope setting

• Contributing to the project timelines by identifying freeze periods, month/quarter ends or other periods where project delivery could be impacted

• Co-ordinate project execution and implementation

• Contributing to test strategy

• Participating in business acceptance testing

• Process mapping

• Process documentation and communication

• Training/transition

• Identifying and engaging relevant stakeholders from other business groups

• Support the business when required for Business Case development

• Change management-delivery of information and training to end users impacted by the project changes

• Monitor project progress, identify and track risks, actions, issues, decisions

What you need to succeed?

• Sound knowledge of business project management practices and disciplines, tools and methodologies.

• 4+ years of project experience in financial services industry with strong understanding of operations and treasury practices.

• Strong analytical, problem-solving and organizational skills with attention to detail

• Strong written and communication skills

• Strong team-player with ability to work collaboratively with cross-functional teams and build effective relationships

• Ability to manage work priorities ensuring timely responses to business, ability to manage deliverables to meet deadlines

Notes/Unique Requirements:

• Off business hours work is occasionally required to support global client base and system implementations.

What’s in it for you?

• A caring, supportive, and inclusive culture.

• Great Place to Work® award for Best Workplaces for #HybridWork

• Recognized as a 2024 Best Workplaces in Ontario by Great Place to Work® Canada.

• Canada Award for Excellence for Mental Health at Work.

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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