Intermediate Financial Analyst

Sun Life

Intermediate Financial Analyst in Retail Advice & Solutions at Sun Life. Preparing financial information for effective management decision-making and supporting financial analysis.

Posted 6/30/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSenior💰 CA$60,000 - CA$97,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, expense management, and account reconciliation, with a strong focus on accuracy and detail. Proficient in building relationships with business partners to support strategic decision-making and process improvements.

Highest-signal resume keywords

CPA DesignationFinancial AnalysisExpense ManagementMS ExcelOracle

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Month End Journal EntriesAccount ReconciliationVariance AnalysisUnit Cost AnalysisAd Hoc Financial Reporting

Soft Skills

Analytical SkillsProblem SolvingCommunication SkillsFlexibilityRelationship Building

Tools & Technologies

SAPEssbaseHyperionTableau

Certifications & Qualifications

CPA

Industry Keywords

Expense StudiesBudget ProcessesBusiness Model Analysis

Tech Stack

Tools & technologies

OracleTableau

About the role

Key responsibilities & impact

Preparation of month end journal entries and account reconciliations ensuring accuracy and completeness
Prepare monthly/quarterly views of expense, unit cost (gain/gap) and other key measures including variance analysis and commentary
Perform monthly financial analysis of select Retail Advice & Solutions areas
Participate in the expense and unit cost plan and budget processes, including loading inputs and analyzing results for accuracy and completeness
Analyze unit costs and understand key drivers of these unit costs
Analyze key drivers of costs including strategic initiatives and provide input to business decisions
Develop relationships with key business partners with the goal of understanding the underlying business model
Participate in, and assist with, the explanation of results of expense studies as needed
Develop ad hoc financial reports from business requirements as supplied
Support ad hoc expense projects as required

Requirements

What you’ll need

CPA designation or enrolled in accounting designation program (CPA)
Strong analytical and problem solving skills with attention to accuracy and details
Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
Strong ability to manage multiple deliverables while driving desired results
Proven ability to build and maintain successful relationships with business partners
Excellent PC skills (MS Excel, Oracle, SAP, Essbase/Hyperion, Tableau) including experience in building reports
Highly motivated with the ability to consistently seek out improvements to current processes
Work independently with minimal supervision

Benefits

Comp & perks

Flexible Benefits from the day you join to meet the needs of you and your family
Overtime will be required during peak periods (month-end, quarter-end, plan and budget)
We’re committed to creating an inclusive and respectful environment.
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®