Sun Life · 23 hours ago
Associate Director, Financial Planning & Analysis
Hartford, CT Office
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$112K/yr - $168K/yr
5+ years expSun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. The Associate Director of Financial Planning & Analysis will manage a Senior Financial Analyst and oversee the financial results for the Employee Benefits business unit, focusing on financial forecasting, analysis, and collaboration with key stakeholders.
FinanceFinancial ServicesInsurance
Responsibilities
Manages the preparation and review of the following FP&A packages: product level P&L analysis, financial forecasts, capital/ROE analysis, KPIs, Strategic and Business Plans, key financial metrics for Monthly and Quarterly Business Reviews, and other strategic analysis
Evaluates financial performance and makes recommendations through insightful management reporting by demonstrating engagement and collaboration with business partners
Provides financial results deliverables and key drivers against budget and forecast that are reconciled, easy to read and analyze and help to identify risks and recommendations for the businesses
Partners with the Actuarial Projections and Analytics, Group Accounting, Valuation, Pricing and Expense Management teams, plus a range of other key stakeholders, to prepare forecasts and analyze results
Ensures the content, messaging and delivery of financial reporting packages are appropriate and meets all required timelines
Collaborates with various teams during the business and strategic planning cycle and in-year target setting forecast processes through active project management, influence, and insightful presentations
Oversees the quarterly and annual SOX-controlled Goodwill testing process
Drives or supports projects as required, including providing finance support for strategic initiatives and business case development, and other financial analysis and modelling
Collaborates on initiatives that drive the changing agenda for Finance by participating in various projects involved in operational and financial optimization of systems and processes
Provides key insight and is influential in driving key systems enhancements to improve financial processes and reporting
Actively identifies and implements best practices, technologies and tools to support the modernization of the finance function
Qualification
Required
Advanced knowledge of Microsoft applications (Excel, Powerpoint, Word)
Experience with SAP as well as Oracle General Ledger financial reporting hierarchies and associated reporting tools (EFDW/AFO, Essbase/Smartview, Hyperion Financial Reporting, Tableau)
Excellent interpersonal and communication skills are required as this position has direct contact with business groups including senior leaders
Ability to work independently, provide leadership and effectively support team including providing coaching for senior analysts on the team
Ability to work with a variety of team members and function in a dynamic environment
Problem solving skills with a natural curiosity for root cause analysis to identify key levers of financial performance
Analytical thinking skills to design/orchestrate use of financial and business analytics for decision making
Strong prioritization and organization skills; capable of and committed to meeting financial reporting deadlines in a high-performance environment
Bachelor's degree in finance or accounting
5+ years of analytical experience
Prior staff management experience
Preferred
MBA preferred but not required
Insurance industry experience is preferred
Benefits
Generous vacation and sick time
Market-leading paid family, parental and adoption leave
Medical coverage
Company paid life and AD&D insurance
Disability programs
Partially paid sabbatical program
401(k) employer match
Stock purchase options
Employer-funded retirement account
Company
Sun Life
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
10001+ employees
H1B Sponsorship
Sun Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (27)
2023 (18)
2022 (18)
2021 (12)
2020 (13)
Funding
Current Stage
Public CompanyTotal Funding
$1.05B2024-05-13Post Ipo Debt· $548.79M
2023-07-04Post Ipo Debt· $500M
2000-03-24IPO
Leadership Team
Kevin Strain
President & CEO
Luc Nhon Ly
Chief Executive Officer
Recent News
2025-12-02
MarketScreener
2025-12-02
South China Morning Post
2025-11-27
Company data provided by crunchbase