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Sun Life

Manager, Finance Automation

Toronto, ON, Canada
Waterloo, ON, Canada
Sun Life Toronto One York, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 7, 2026
Experience: Professional Accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5–7 years of related industry experience.
Posting language: English
Posted: Oct 28, 2026

Original job description

You are as unique as your background, experience and point of view. Here, you’ll 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.

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.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Lead the change and see your solutions deliver lasting impact. As Manager, Finance Automation, you’ll lead transformation engagements across Sun Life’s global Finance community, partnering with Finance teams and our developers to uncover pain points, define requirements and deliver intelligent automation using advanced technologies such as GenAI, Agentic AI, Power Query, Power Apps, Power Automate, Amazon Quick and Robotic Process Automation (RPA), driving measurable value at enterprise scale.

Sun Life’s Corporate Finance team is leading the journey of thinking and acting like a Digital company for the Global Finance community through the Finance Accelerator. Guided by the principles of a Digital Enterprise (DE), the Finance Accelerator modernizes Finance through process redesign and automation, best practices, enterprise-scale tool platforms, and data and analytics that inform, influence and solve business problems.

If you have a background in consulting, financial services, insurance, technology or transformation, this role is built for you. You’ll apply your experience working with business partners and internal clients, along with your problem-solving and delivery skills, to shape the future of Finance, while owning solutions from idea to adoption and growing your career and network across functions and teams.

What will you do?

Lead end-to-end transformation engagements, from discovery and current-state assessment through solution design, delivery and value realization
Identify and shape high-impact AI use cases (GenAI, Agentic AI, Copilot) that change how Finance works
Assess and map current-state Finance processes to uncover root causes and design solutions that meet business needs
Collaborate with Finance teams and developers to uncover pain points and ensure requirements are clearly defined and shared, drawing on a working knowledge of the functionality, strengths and limitations of available tools (e.g., GenAI, Agentic AI, Power Query, Power Apps, Power Automate, Amazon Quick, RPA etc.)
Partner with the Agile development team and business partners to shape the solution vision into user stories and a prioritized backlog
Track benefits across the pipeline and delivered solutions to demonstrate measurable value to stakeholders
Act as a trusted advisor to internal clients, presenting engagement status, solution options, demos, recommendations and outcomes to business partners
Lead the validation and testing of financial and analytical results to ensure solutions are delivered with the highest quality
Manage multiple concurrent initiatives, proactively removing impediments and balancing priorities, scope and timelines

What do you need to succeed?

Professional Accounting designation (CPA, CA, CGA, CMA) or relevant degree with 5–7 years of related industry experience.
Consulting experience (management, technology or finance transformation), ideally serving financial institutions or insurance companies, including client engagement, scoping, solution design and delivering change initiatives.
AI-enabled mindset with hands-on skills applying AI in finance (e.g., GenAI, Agentic AI, Copilot, prompt design and AI-driven automation).
Advanced Excel and Power Query skills are required; experience with VBA and VBS is an asset.
Strong working knowledge of the functionality, strengths and limitations of automation and AI technologies (e.g., GenAI, Agentic AI, Power Apps, Power Automate, Amazon Quick, RPA) to bridge business needs and technical solutions in partnership with developers.
Exceptional written and verbal communication and presentation skills, with the ability to influence stakeholders.
Strong organization and project management skills, with a proven ability to lead multiple engagements at once.
Excellent problem-solving and analytical skills, with a structured, hypothesis-driven approach and strong attention to detail.
Excellent relationship management skills to serve a diverse group of stakeholders and clients.
Creative thinker with vision, initiative and a strong desire to learn new skills.
A genuine interest in process improvement and automation and a passion for deliver process efficiency.

What's in it for you?

The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

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 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.

Salary Range:

85,000/85 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

06/11/2026

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More about this job

Responsibilities

You will lead end-to-end finance transformation engagements by identifying AI use cases and designing automated solutions to improve business processes. You will also collaborate with developers and finance teams to ensure requirements are met while tracking the measurable value of delivered initiatives.

Requirements

Candidates must hold a professional accounting designation or relevant degree with 5–7 years of industry experience, including consulting or finance transformation. Proficiency in AI technologies, advanced Excel, Power Query, and strong project management skills are essential for this role.

Skills

Finance automation
GenAI
Agentic AI
Power Query
Power Apps
Power Automate
Robotic Process Automation
Financial analysis
Project management
Stakeholder management
Process redesign
Data analytics
Consulting
Change management
Problem solving
Communication

Benefits

Flexible benefits
Professional development
Networking opportunities
Mental health support

Visa sponsorship

Not detected in the job text

Keywords

Finance Automation
GenAI
Agentic AI
Power Query
Power Apps
Power Automate
Amazon Quick
RPA
CPA
CA
CGA
CMA
Digital Enterprise
Finance Accelerator
Agile
Transformation
Financial Services
Insurance
Consulting
Data Analytics
Process Improvement
Copilot
VBA
VBS
User Stories
Backlog Management
Stakeholder Engagement
Automation
Financial Reporting
Hybrid Work

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