Manager, Expense Management

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:

                                                                                                                      

Canadian Finance’s Expense Management team is a high-performing group, who are key business partners providing financial advice and support to Canada’s Business Units, Enablement Functions, Technology and Corporate teams. This team is accountable for Canada’s expense planning, budgeting, forecasting, reporting and analysis to drive expense management across Sun Life Canada and support strategic decisions. 

Reporting to the Director, Expense Management, this role is accountable for end-to-end expense management for Business Group Capital (BGC) and Canada Central Functions, including leading annual planning and budgeting, monthly/quarterly expense reporting, forecasting and chargebacks. This role is also collaborating with partners to address expense queries and provide value-added financial advice.

The Manager will play a leadership role in driving a disciplined, efficient, and scalable reporting and planning process, while enhancing transparency, insights, and decision support for senior leadership. In addition, this role will also support the transformation of expense management in Canada through evolving reporting, elevating relevant insights and developing new frameworks, metrics and dashboards.

Through extensive involvement with Canada’s Business Units, Enablement Functions, Technology and Corporate teams, the individual will develop a broad knowledge of all areas, financial and business drivers, and key performance indicators within Sun Life Canada. This position is also responsible for fostering and building a positive, engaging and inclusive team environment, that proactively anticipates business needs and recommends new opportunities and/or enhancements.

What will you do?

• Lead end-to-end expense management for BGC and Canada Central Functions, ensuring accuracy, completeness and timeliness of results

• Own month-end and quarter-end reporting and forecasting, delivering clear, concise and executive-level insights

• Perform value-added variance analysis to identify key drivers, trends, risks, and opportunities, with actionable recommendations

• Lead annual budgeting and planning processes, including coordination of inputs, reviewing and alignment with business partners and stakeholders  

• Building and maintaining strong partnerships with business leaders, providing financial advice, challenge, and decision support

• Manage cost allocation processes to Business units and Enablement Functions, ensuring transparency and accuracy

• Manage BGC expenses and BGC-funded initiatives, including tracking spend and benefits and ensuring alignment with approved fundings

• Identify and implement process improvements and automation opportunities to enhance efficiency

We are looking for someone with:

• Accounting designation (CPA/CMA/CA/CGA)

• Proven experience in financial planning, budgeting and reporting within a complex organization

• Strong analytical skills with deep understanding of expense drivers and unit costs

• Excellent business partnering and stakeholder influence skills

• Demonstrated ability to manage ambiguity and drive alignment across multiple teams

• Superior written and verbal communication skills; ability to translate complex concepts into clear executive messaging

• Results-oriented self-starter with high ownership and sense of urgency; able to work with minimal supervision

• Strong attention to detail and commitment to continuous improvement

Preferred skills:

• 5+ years of Insurance and/or Financial Industry experience with direct experience in financial planning, budgeting, reporting, forecasting and deep dive analysis

• Strong understanding and experience in expense management including allocation process

• Proven collaboration and business partnering skills

• Curiosity mindset to understand results and influence expense opportunities

• Strong continuous improvement mindset with experience in automation or workflow optimization

• Experience in communicating and presenting to leaders

• Ability to work independently and within a team

• Strong PC skills with financial tools experience (e.g. Hyperion, SAP, Tableau, Workiva, Longview, etc.)

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives 

• A friendly, collaborative, and inclusive culture 

• We’re honoured to be recognized as a 2026 Best Workplace in Canada by Great Place to Work® Canada

#LI-Hybrid

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 thebrightside@sunlife.com.

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

11/05/2026