Senior Financial Planning and Analysis Manager, Health and Risk Solutions
7 days ago
Company Overview
">Sun Life Financial, Inc. is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives.
">Salary
">The estimated annual salary for this role is $175,300-$280,500, depending on location and qualifications.
">Job Description
">This position is responsible for managing the overall financial planning, results reporting, and supporting analytics/analysis for the Health and Risk Solutions Business Unit.
">Key Responsibilities:
">- Financial Planning: Manage the development and delivery of monthly financial forecasts, early indicators of results, and enhancements to forecasting models and performance trackers.">
- Results Reporting: Analyze and report financial results, produce KPI, DOE, MBR & QBR reports, and deliver results reporting packages used to communicate business results.">
- Financial Modeling: Develop, deliver, and continuously evolve financial dashboards and supporting financial results analysis to enhance understanding and communication of drivers of results.">
- Pricing and Valuation: Coordinate with pricing and valuation teams to analyze and report on financial profitability of business.">
- Product Level Financial Profitability: Develop, analyze, and report on product level financial profitability.">
- Investment Income and Capital Performance: Coordinate with ALM and Capital Management to analyze and explain investment income and income on capital performance.">
- BermudaRe Relationship: Manage BermudaRe relationship, including quarterly/annual review meetings, improved understanding of BermudaRe financials, and annual treaty updates.">
- Capital Reduction Strategies: Support evaluation of other possible structures to reduce capital.">
- Business Insights: Provide business insights and recommendations to management through research, issue identification, and analysis.">
- Team Leadership: Manage and develop a high-performing team, provide objectives, feedback, training, guidance, and development opportunities.">
- Culture and Talent Development: Attract, retain, and develop top talent within a high-performing culture.">
Required Skills and Qualifications
">To be successful in this role, you will need:
">- Advanced Analytical Skills: Ability to dig deep into data to present findings and recommendations.">
- Financial Modeling Expertise: Strong skills in financial modeling, PowerPoint, and presentation.">
- Management Experience: Proven experience in managing and developing teams.">
- Insurance Industry Knowledge: Substantial knowledge and experience in the insurance industry, preferably in health insurance and/or stop loss products.">
Benefits
">At Sun Life Financial, we offer a competitive benefits package that includes:
">- Excellent Benefits: Generous vacation and sick time, market-leading paid family, parental, and adoption leave, partially-paid sabbatical program, medical plans, company-paid life and AD&D insurance, and disability programs.">
- Retirement and Stock Purchase Programs: 401(k) plan with employer-paid match and an employer-funded retirement account.">
- Flexible Work Environment: Friendly, caring, collaborative, and inclusive culture.">
- Award-Winning Employer: Great Place to Work Certified in Canada and the U.S. and named as a "Top 10" employer by the Boston Globe's "Top Places to Work" two years running.">
Others
">Sun Life Financial is committed to creating a diverse and inclusive workplace where all employees can thrive. We welcome applications from talented individuals who share our values and want to make a difference in the lives of our clients.
">This job requires a flexible work environment, with several options available to accommodate individual needs.
">We are an equal opportunity employer and welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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