Role Overview
Reporting to the Director, Reporting & Analysis, this role is responsible for preparing & supporting management reporting, forecasting, and business and strategic planning and analysis for the growing Wealth distribution channel within the Retail Advice & Solutions (RA&S) business unit.
What You Will Do
Prepare complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S, support the preparation of the RA&S Wealth Quarterly Business Review (QBR) packages, and provide support for strategic projects and initiatives.
Why It Might Be a Fit
The successful candidate will be required to pivot easily between competing strategic priorities for the growing business with a strong focus on relationship management and delivery of deep insights into business drivers and impacts.
Requirements
- Business knowledge and experience related to Wealth and/or financial services industry
- 3+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
- Degree in Business, Finance, or similar. Designation (CPA, CFA, MBA) preferred
- Excellent PC skills (Role utilizes tools such as: MS Office Suite, SAP, Workiva and Longview)
- Experience with financial reporting tools (Longview, Workiva, SAP)
- Proven ability to partner and build relationships
- Excellent verbal and written communication skills
- Excellent problem solving and analytical skills to support data-driven decision making
- Ability to prioritize, organize, and meet tight deadlines, while optimizing work processes
- Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
To apply for this job please visit sunlife.wd3.myworkdayjobs.com.
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