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.
Location: We support US flexible working arrangements in the contiguous 48 states.
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:
Position has primary responsibility for FP&A function supporting the Health and Risk Solutions
Business Unit. Individual will be responsible for managing the overall financial planning, results reporting and supporting analytics/analysis. Individual is responsible for providing financial modeling for business opportunities and initiatives.Role requires strong collaboration with the H&RS Finance & Actuarial team, the H&RS BU leadership team and the U.S. Central FP&A team
How you will contribute:
Responsibilities include:
Manages, analyzes and reports financial results
• Overall responsibility for delivering results reporting and associated analysis of
performance
• Manages development and delivery of financial reporting packages used to
communicate business results including production of including KPI, DOE, MBR & QBR
• Manages development and delivery of monthly financial forecast and early indicators of
results including enhancements to forecasting models and performance trackers
• Develops, delivers and continuously evolves financial dashboards and supporting
financial results analysis to continue to enhance our understanding and communication
of drivers of results
• Coordinates with pricing and valuation teams to analyze and report on financial
profitability of business
• Develops, analyzes & reports on product level financial profitability
• Coordinates with ALM and Capital Management to analyze and explain investment
income and income on capital performance
• Manage BermudaRe relationship including quarterly/annual review meetings, improved
understanding of BermudaRe financials and annual treaty updates
• Support evaluation of other possible structures to reduce capital
Responds to questions from management which may include research, identifying
issues and making recommendations
• Acts as primary liaison with Central FP&A and Controller’s groups on any financial
deliverables and accounting issues
Financial Planning Process for Strategic Plan & Annual Business Plan
• Manages overall financial planning process supporting the Strategic Plan & Annual
Business Plan (and FCT)
• Leads the overall financial modeling work supporting these deliverables
• Responsible for production of all supporting financial plan deliverables including plan
presentations, templates and key metrics/drivers
• Responsible for coordinating the development and delivery with various teams including
BU leadership, HRS expense management, HRS pricing/valuation, ALM and Central
FP&A
• Responds to questions from management which may require additional plan
analysis/adjustments
• Identify opportunities to improve process, associated modeling, and results
communication/reporting
Financial analysis and modeling to support strategic & operational initiatives
• Proactively participates in business unit strategic & operational initiatives providing
financial analysis & insight
• Drives development and delivery of financial analysis and modeling to support evaluation
ofgrowthstrategies,keyinitiatives,strategicpillars,current&futurepartnerships,new
product development, fee-based pricing and M&A opportunities
• Works collaboratively with business to develop, challenge and monitor business
performance assumptions
• Drives and/or participates in special projects, initiatives and analysis as requested based
on business/financial needs
Staff management & development
• Attract, retain and develop top talent within a high performing culture
• Provides objectives, feedback, training, guidance & development of team
Evaluates performance and provides feedback for growth improvements
What you will bring with you:
Specialized Skills:
• Advanced analytical/problem-solving skills - ability to dig deep into dig deep into the
source of an issue and synthesize data to present findings & recommendations
• Ability to manage complexity and competing priorities to work effectively within time
constraints
• Strong organizational skills - accurate and detailed oriented
• Strong communication skills including the ability to communicate effectively with senior
management and internal/external stakeholders
• Strong management skills – ability to delegate and develop staff
• Strong collaboration skills – ability to work cross functionally
• Advanced financial modeling, PowerPoint and presentation skills
Education and Experience:
• FSA/ASA with substantial knowledge and experience in Insurance Industry, knowledge
of the health insurance industry and/or stop loss products preferred
• Bachelor’s degree or higher, specializing in mathematics, statistics, actuarial science,
economics or corporate finance
• Experience and expertise in areas including financial modeling, financial reporting,
valuation and/or pricing
• Management experience and proven expertise in managing & developing team
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.
If you are a California resident, the salary range for this position is:
·Southern California region: 175,300-280,500 annually
·Central California region: 175,300-280,500 annually
·Northern California region: 175,300-280,500 annually
If you are a Minnesota, Colorado or Nevada resident, the salary range for this position is 175,300-280,500 annually
If you are a Illinois, Connecticut or Maryland resident, the salary range for this position is 175,300-280,500 annually
If you are Washington, Washington D.C., and Rhode Island resident, the salary range for this position is 175,300-280,500 annually
If you are a New York resident, the salary range for this position is 175,300-280,500 annually
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.
#LI-remote
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 recruitingUS@sunlife.com 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.
Finance
05/01/2025
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.
