Finance Data Operations & Business Intelligence Analyst - SLC Management

Sun Life is a growing global asset management firm providing innovative investment solutions. The role focuses on supporting Finance planning and reporting through data processes and analytics, with an emphasis on automation and continuous improvement.

Responsibilities

• Proactively identify recurring, manual, or error-prone Finance processes and redesign them using automation-first thinking
• Build and maintain automated Excel based workflows (e.g., Power Query, structured templates, controlled macros where appropriate) to streamline data ingestion, transformation, validation, and reconciliation
• Develop reusable data transformation logic and standardized import templates that reduce month-over-month effort and variability
• Embed automated data quality checks, exception logic, and validation controls directly into workflows to strengthen accuracy and auditability
• Support SLC Finance GenAI / Copilot productivity initiatives, including:
• Identifying and implementing high value automation and augmentation use cases
• Partnering with Finance and IT to test, document, and operationalize solutions
• Contributing to enablement (e.g., onboarding support, sharing sessions, lunch & learns)
• Use Copilot and automation tools to accelerate documentation, learning, and process transitions, ensuring knowledge is captured and reusable
• Coordination of third-party data submissions, including receipt tracking, completeness checks, version control, and timely follow-up
• Transform, standardize, and reconcile incoming datasets using scalable, repeatable workflows to import templates (e.g., mapping, formatting)
• Execute and continuously improve automated validation routines (exception checks, variance analysis, tie outs to prior periods), ensuring issues are surfaced early and transparently
• Maintain and enhance runbooks, control checklists, and process documentation, emphasizing clarity, repeatability, and reduced reliance on manual intervention
• Refresh and maintain Finance and leadership reporting outputs, prioritizing automation of refresh cycles and standardized analytical views
• Maintain Power BI datasets and dashboards, including refresh reliability, visual consistency, and alignment to agreed metric definitions
• Investigate variances and ad‑hoc questions using structured, auditable analysis, supported by automated data pipelines where possible

Skills

• Bachelor's degree (or equivalent) in Computer Science, Engineering, Finance, Business, Analytics, or related fields
• Advanced proficiency in Microsoft Excel and a strong comfort level completing high-accuracy work with large datasets in a self-directed fashion (e.g., PivotTables, data cleaning, reconciliation logic, structured tables, XLOOKUP/INDEX-MATCH, SUMIFS)
• A strong automation and control mindset—you enjoy eliminating manual steps while strengthening accuracy, documentation, and repeatability
• Comfortable working with various GenAI-based tools including Agents to develop automated workflows. Ability to customize LLMs is a strong plus
• High attention to detail and comfort operating in a regulated Finance environment with defined controls and deadlines
• Strong analytical, problem solving, and organizational skills within a recurring monthly cadence
• Self-directed and driven individual, with a mindset for continuous improvement
• Clear communication skills to partner with Finance stakeholders and data providers
• Experience with Power BI and data automation concepts; enthusiasm to continue growing in analytics, BI, and intelligent automation

Benefits

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

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