Director - Business Finance -Enterprise Infrastructure - Sun Life Financial - Toronto
Job description
Role Summary
Lead the strategic and operating financial decision processes for the Enterprise Infrastructure (EI) Division of Enterprise Services. Provide finance expertise to support strategic decisions, project financials and expense management.
Partner with EI areas to understand financial ramifications of EI, ES and Sun Life business decisions. Calculate and analyze product/services rates, allocations and recoveries from internal clients
US finance account management support, providing analysis on revenue and expenses, advise on initiatives and respond to inquiries.
Develop consistent processes and practices for planning & reporting between EI teams and across ES balancing the needs of the leaders with the goals of the organization.
Provide governance to ensure Sun Life policy, procedure and controls are adhered to.
Major Accountabilities
Provide timely monthly financial reporting and analysis of to EI and ES leaders including operational financials including revenue and expense.
Ad hoc financial analysis required to support EI decisions such as strategic projects, key initiatives, project capitalization, contract management, and expense patterns.
Act as a liaison with the Finance areas within the Business Units with respect to expenses related to client chargeback
Provide input in the development and ongoing measurement of EI products.
Coordinate month end close activities for EI. Review and approve recommended adjustments.
Complete the quarterly and ad hoc roll forward analysis
Plan, lead and support monthly expense analysis & commentary, quarterly expense forecasts and annual budget process including management and reporting of all input and output
Develop consistent processes and practices for planning & reporting between EI teams and across ES balancing the needs of the leaders with the goals of the organization
Develop models to illustrate potential operating impacting on expense management and price setting
Provide independent and objective governance to ensure SLF policies, procedures and controls are adhered to.
Support Sun Life internal and external auditors on transfer pricing inquiries
Auditing of external contracts including offshore arrangements to ensure expense recovery.
Coach, lead, mentor and develop team members
Assign work and work with team members to balance the workload
Provide timely and meaningful feedback on the performance of the team
Present monthly, strategic plan, budget and forecast financials to EI business partners includes analysis
Provide US, Canada, Corporate, Asia and UK finance advisory support for EI services
Review and prepare financial models for EI or other ES services
Specialized Knowledge/Skills
Proven leadership and strategic thinking skills
Proven financial and cost accounting competencies
Proven experience with price analysis and definition as well as the financial analysis of revenue and expenses
Experience supporting application portfolio and service delivery organizations
Experience in dealing with a shared service and service chargeback model
Strong business acumen
Strong working relationships with internal clients and peer groups
Strong communications and presentation skills
Ability to influence and negotiate with senior management
Proven technical skills such as Excel, Hyperion Planning and Essbase, Powerpoint
Proven understanding of the detailed financial transactions of the divisions
Ability to influence or organize efficient financial processes to support client and division objectives
Education and Experience
Accounting designation (CA, CMA, CGA)
MBA would be an asset
Progressive experience within the financial management functions (5-7 years)
Proven track record of partnering with and influencing business units to drive results
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Posted by
Aaren
