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Financial Analyst

Remote, USA Full-time Posted 2026-06-17

Sun Life is a company that values unique backgrounds and experiences, encouraging employees to reach their full potential. The Financial Analyst will be responsible for preparing financial reports, assisting in budget development, and conducting variance analysis to support effective management decision-making.

Responsibilities

  • Prepare, distribute comprehensive reporting templates to the business lines for the monthly, quarterly and annual planning processes (Key performance Indicators, Quarterly Financial Review and supporting documents)
  • Analyze information reported by the business units
  • Consolidate business unit data, explain variance and draft commentaries
  • Prepare reporting packages presented in finance meetings
  • Validate Supplementary Financial Information prior to release
  • Compile rating agency surveys and Year-end Regulatory Reporting
  • Prepare ad-hoc analysis as required

Skills

  • University degree with major in Accounting or Finance
  • 1-2 years financial analysis/accounting work experience
  • Strong analytical and problem solving skills with the ability to gather, synthesize, organize and report information
  • Strong MS Office and excellent Excel skills
  • Must be detail-oriented, well-organized with good communication skills
  • Ability to multi-task and work under pressure during critical reporting periods
  • Bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide
  • As a condition of the role, the successful candidate must obtain a Government of Canada Reliability status security clearance through Sun Life in advance of the start date
  • Pursuit of CPA designation an asset
  • Working knowledge of MS Access
  • Experience in a diverse system environment, including accounting systems such as SAP and mainframe applications
  • Knowledge of financial services industry and/or insurance business processes and products

Benefits

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

Company Overview

  • Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. It was founded in 1865, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is https://www.sunlife.com.vn/vn/.
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