Job Description

You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll 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.

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About the role:

The Compliance Testing Data & Reporting Manager is a key contributor to the success of the Enterprise Compliance Testing Team in its mandate to set the framework and best practices of Monitoring and Testing (M&T) across the Enterprise. As an essential element of Sun Life\xe2\x80\x99s Regulatory Compliance Management (RCM) Framework, M&T provides insights to the effectiveness of the organization\xe2\x80\x99s control environment. This Manager role will support the M&T Program by identifying, analyzing, and reporting M&T data that is pertinent to the progression of M&T activities, and develop best practices for the use of data by local teams in the M&T programs.

Reporting to the Director, Enterprise Compliance Testing, this role is an opportunity for an enthusiastic data professional with strong analytical and communication skills to produce insights and predictions from available data. While adding significant value to an evolving regulatory compliance program, the incumbent will gain exposure to all the business products, operations, and distribution channels across our global business.

What will you do?

• Collaborate with subject matter experts, business data analysts and data stewards to identify and leverage relevant data sources that will enhance M&T activities (e.g., sampling methods); and enable sustainable M&T programs across the Enterprise
• Enable visual storytelling through Microsoft and data visualization tools (e.g., Tableau, Excel, and PowerPoint)
• Reformulate highly technical information into concise, understandable terms for Enterprise M&T presentations
• Leverage excellent communication skills to work with cross-functional stakeholders and lead meetings to understand the requirements for the data-based enhancements and projects for enterprise compliance testing
• Regularly contribute to M&T reporting with analytical insights on M&T data
• Participate in technology projects to advance process efficiencies in M&T activities
• Support the Director, Enterprise Compliance Testing by participating in the design, analysis, and reporting of M&T results to senior management

What do you need to succeed?

• Minimum of 3 years data analytics experience
• 3+ years experience with Excel (Proficient with pivot tables, V-look ups. Experience developing Macros is preferred)
• 3+ years experience with Tableau
• Can effectively present and report on trends and patterns identified through data analysis
• Experience with data management and process improvement
• Excellent interpersonal skills and the ability to speak/present to other professionals at various levels
• Has a keen aptitude for learning new analytical tools
• Strong problem solving and analytical skills
• Ability to work independently as well as in a team
• Excellent oral, written and interpersonal communication skills
• Experience in life insurance/wealth management, or other financial services industry (e.g., retail banking, credit card, property, and casualty insurance)
• Post-secondary education Computer Science, Information Technology, or equivalent experience
• Knowledge of, and experience with, risks and controls that pertain to financial and insurance regulations

Preferred Skills:

• Internal/external audit or regulatory compliance experience in the financial services industry would be considered an asset
• Analytical thinker with strong conceptual and problem-solving skills
• Demonstrated work experience related to mining, cleansing, analyzing and/or reporting data
• Organized and detail-oriented with the ability to make sound judgments
• Excellent communication and relationship-building skills
• Demonstrated writing and documentation skills
• Strong knowledge of financial services industry, compliance issues and regulatory focus

What\'s in it for you?

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• Flexible Benefits from the day you join to meet the needs of you and your family
• A friendly, collaborative, and inclusive culture
• The opportunity to move along a variety of career paths with amazing networking potential
• An environment of continuous learning and improvement
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health \xe2\x80\x93 mental, physical and financial
• Work-life balance by scheduling your day around your priorities and having more time to spend on the important things
• We are honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work\xc2\xae Canada

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 .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range: 74,100/74 100 - 120,800/120 800

Job Category: Compliance

Posting End Date: 08/06/2023

Sun Life Financial