Manager, Expense Management
Core
Drive strategic expense management, cost transparency, and operational efficiency for Sun Life's Private Wealth business through financial insights and process transformation.
Role type
Manager, Finance (Expense Management & FP&A)
Builds
Strategic expense reports, budget allocations, cost models, and automated finance processes.
Domain
Financial Services / Private Wealth / Expense Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Strategic budgeting and planning, expense forecasting and analysis, cost allocation methodologies, expense governance and internal controls, performance optimization, finance transformation leadership
Preferred skills
Data analytics and AI integration, global partnership experience, automation tool implementation
Technologies
SAP, Hyperion, Alteryx, advanced Excel, data analytics platforms
Responsibilities
Lead annual budgeting and strategic planning cycles; manage periodic expense forecasting and variance analysis; develop and maintain expense allocation and chargeback frameworks; implement expense governance and internal controls; identify cost savings and drive productivity initiatives; lead finance transformation projects leveraging automation and AI
Seniority
Manager, hands-on IC with strategic influence