At Sun Life, we’re driven by our Purpose: helping our  Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.  

Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.

Job Description:

This opportunity is available to students with a graduation date of April 2027 or later

Term: January 2027 to April 2027 (4 months)

About the team

Canada Finance’s Expense Management team is a high-performing group that provides financial leadership and strategic partnership across Canada’s Business Units, Enablement Functions, Technology and Corporate teams.

The team is responsible for expense planning, budgeting, forecasting, reporting and analysis across Sunlife Canada, providing insights that support effective expense management and strategic decision-making.

The opportunity

 Reporting to the Manager, Expense Management, the co-op will support expense management activities for Business Group Capital (BGC) and Canada Central Functions, while also contributing to broader planning and budgeting activities across Canada Finance.

This is an excellent opportunity for a student looking to build practical experience in Financial Planning & Analysis (FP&A) and gain exposure to enterprise-wide expense management. You will work with Finance colleagues and business partners to analyze expenses, support forecasts and budgets, investigate financial results, and help translate financial information into meaningful insights for decision-makers.

What will you do?

Financial Planning, Analysis & Business Partnering

• Support annual planning, budgeting, forecasting, and expense management for BGC and Canada Central Functions.
• Prepare and analyze monthly and quarterly expense results, including actual-to-budget and actual-to-forecast variances.
• Investigate key expense drivers, trends and variances, and help develop clear commentary and explanations for financial results.
• Support expense allocations and chargeback processes, including analysis, reconciliation and responding to stakeholder inquiries.
• Work collaboratively with Finance and business partners to address expense-related questions and provide timely, value-added financial insights.

Strategic Planning, Reporting & Process Improvement

• Support annual planning and budgeting process across Sunlife Canada, including development, coordination and consolidation of financial information across business areas.
• Assist with consolidating submissions and ensuring financial information is complete, accurate and delivered on schedule.
• Support the preparation of executive-level financial reporting, presentations and messaging.
• Bring fresh ideas to the team by identifying opportunities to automate, streamline, and improve financial reporting and planning processes.

What do you need to succeed?

Required

• Currently enrolled in a university or college program in Accounting, Finance, Business, or a related field.
• Strong analytical and problem-solving skills with attention to detail.
• Strong proficiency with Microsoft Excel and PowerPoint.
• Ability to organize and analyze financial information and communicate key findings clearly.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and work effectively in a deadline-driven environment.
• Collaborative mindset and willingness to work with partners across Finance and the broader organization.
• Curiosity and a desire to understand the business behind the numbers.

Assets

• Previous co-op, internship or work experience in finance, accounting, FP&A or financial analysis.
• Experience with financial modelling, budgeting, forecasting or variance analysis.
• Familiarity with financial reporting, data visualization or business intelligence tools.
• Interest in pursuing a professional designation such as CPA.

The Base Pay range is for the primary location for which the job is posted for. The Base Pay which you will be considered for will vary depending on the Campus program you are selected for.

Eligible Sun Life employees for various Campus Graduate programs will also participate in various incentive plans, payment under which is discretionary and subject to individual and company performance

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.

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.

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