Director, Enterprise Financial Modeling & Strategy

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.

Job Description:

About The Role

Reporting to the AVP, Enterprise Finance Analysis & Initiatives, this role will support Enterprise Finance and the Chief Financial Officer in the evaluation and execution of mergers and acquisitions, as well as strategic investments.

As a key member of the Enterprise Finance team, the successful candidate will work closely with Corporate Development and key Corporate Finance partners such as Accounting Policy, Tax, Capital. They will be responsible for developing material to help Corporate Development, the Executive Team and the Board assess transactions. This includes the coordination and communication with various partners on financial and valuation aspects of M&A projects.

What will you do?

• Responsible for building and maintaining financial models of the financial impacts of target companies to Sun Life. This includes returns analysis and impacts to key metrics such as EPS and ROE under various financing scenarios and acquisition structures. This includes modelling the expected financial reporting impacts.
• Developing high quality materials to support the CFO, Corporate Development and Executive Team in understanding key financial impacts and risks of the deal from an Enterprise perspective. This will include engaging with Capital, Tax, Accounting Policy, BG and BU Finance teams, Corporate Development and third-party advisors.
• Second line of defense review and challenge of financial models to evaluate target company valuations and expected returns to Sun Life from M&A opportunities. Target models are typically prepared by Business Group/Unit Finance teams and valuation agents.
• Support a variety of cross enterprise initiatives (primarily related to M&A) under the executive sponsorship of the Chief Financial Officer, support includes financial/business analysis, internal & external research or analysis, process design and provide meaningful information in response to issues / questions raised.
• Maintain, enhance, and develop company-wide M&A best practices, metrics, operating guidelines and taxonomy.
• Provide support to business partners in understanding the M&A operating P&L and valuation models and coordination of deliverables and CFO presentations.
• Assist in the preparation of presentation materials for Executive Team and Board consumption including complex financial analysis.
• Support the drafting, coordination and approval of Enterprise financial components for (i) request for approval and (ii) business case review and approval
  
  

What do you need to succeed?

• Education - Business, Math, Economics or Finance degree.
• Credentials - Finance, accounting or valuation credentials preferred (e.g. CPA, CFA, CBV etc.) Actuarial credentials will also be considered.
• Experience - Progressive experience in financial planning & analysis, transaction services, investment banking, private equity, or corporate development.
• Career progression - demonstrated track record of increasing responsibility and advancement, reflecting strong performance and impact
• Financial modelling - Proficiency building, auditing, and managing complex models preferred. Strong attention to detail.
• Strong and oral communication skills. Experience preparing executive and/or board materials is an asset.
• Intellectual curiosity - a demonstrated desire to understand business drivers, industry dynamics, technology tools, and emerging trends to inform better decision-making and improve efficiency of operations
• Comfort with ambiguity and constantly changing priorities in a fast-paced environment. Navigating uncertainty with sound judgement, adaptability, and a solutions-oriented mindset.
• Integrity and discretion – ability to handle confidential and market-sensitive information with professionalism
• Strong business acumen, technical financial acumen and analytical skill set – ability to absorb information quickly on a variety of complex issues (financial and non-financial) and summarize key issues or concerns and identify common themes and trends
• Strong prioritization and organizational skills - ability determine what is important and most value add, self-motivated and demonstrates initiative with the ability to work in an unstructured environment
• Strong Partnership skills - Ability to partner effectively with a broad range of stakeholders including executive level.
• Industry knowledge - preference will be given to knowledge and experience with one or more of Sun Life’s business types (Wealth and Asset Management, Individual Insurance and Group Health Insurance)
• Willingness and ability to deliver top quality work over under tight deadlines. Travel is not expected.
  
  

What's in it for you:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.
  
  

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

110,000/110 000 - 180,000/180 000

Job Category:

Finance

Posting End Date:

09/10/2025