Senior Expense Management Analyst
Crains Cleveland, Shelton, CT, United States
Job Description
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.
The opportunity As a Senior Expense Management Analyst, you will be a part of the Employee Benefits Expense Management team. This position will support the monthly close process while working with various departments to strengthen internal processes within the business unit, ensuring accurate and efficient expense operations. The Senior Expense Management Analyst will also look for process improvement opportunities through automation and will support the continued need for more robust reporting capabilities.
How you will contribute
Support successful month‑end close through booking accurate accounting entries/accruals and maintaining account reconciliations.
Perform analysis on monthly expenses efficiently and accurately to explain drivers of variances in management reporting.
Maintain cost center hierarchy structures in SAP and SmartView.
Coordinate and support accounts payable and procurement processes as needed.
Support management reporting for assigned areas within the Group Benefits Business Unit.
Prepare department headcount reporting and Workday changes.
Follow and develop monthly controls as appropriate.
Coordinate with the business unit functions to develop the annual 5‑year strategic planning cycle, annual expense budget cycle, and ongoing forecast processes for assigned areas.
Coordinate with Central Finance on budget processes and timelines.
Conduct ad hoc analysis to identify drivers and impact of expense movements.
Work with accounts payable and procurement to process invoices and create POs as needed, while monitoring actual activity and accruing expenses accordingly.
Help identify potential expense savings through pro‑active analysis.
Support other analysts on the team by researching expense items throughout month‑end close.
Build out unit cost and productivity metrics for the Group Benefits business unit.
What you will bring with you
Ability to work with a diverse group of people.
Strong Excel and presentation skills.
Proficiency in or exposure to Essbase, Hyperion Planning, Tableau, and SAP or comfortable quickly learning new technologies.
Demonstrate ability to work in a deadline‑oriented environment managing multiple priorities and deadlines.
Ability to identify issues or opportunities and summarize data to present findings and recommendations.
Detail‑oriented and focused on accuracy.
Strong communication and interpersonal skills.
High level of integrity.
Bachelor's degree in finance or an equivalent quantitative field.
3+ years of Expense Management experience.
Knowledge of the insurance and financial services industry is a plus.
Salary $78,000 – $117,000
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Benefits
Generous vacation and sick time.
Market‑leading paid family, parental and adoption leave.
Medical coverage.
Company‑paid life and AD&D insurance.
Disability programs.
Partially paid sabbatical program.
401(k) employer match.
Stock purchase options.
Employer‑funded retirement account.
Flexible, inclusive and collaborative work environment that supports career growth.
EEO and Legal Statements We will make reasonable accommodations to the known physical or mental limitations of otherwise‑qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category Finance
Posting End Date 30/06/2026
#J-18808-Ljbffr
The opportunity As a Senior Expense Management Analyst, you will be a part of the Employee Benefits Expense Management team. This position will support the monthly close process while working with various departments to strengthen internal processes within the business unit, ensuring accurate and efficient expense operations. The Senior Expense Management Analyst will also look for process improvement opportunities through automation and will support the continued need for more robust reporting capabilities.
How you will contribute
Support successful month‑end close through booking accurate accounting entries/accruals and maintaining account reconciliations.
Perform analysis on monthly expenses efficiently and accurately to explain drivers of variances in management reporting.
Maintain cost center hierarchy structures in SAP and SmartView.
Coordinate and support accounts payable and procurement processes as needed.
Support management reporting for assigned areas within the Group Benefits Business Unit.
Prepare department headcount reporting and Workday changes.
Follow and develop monthly controls as appropriate.
Coordinate with the business unit functions to develop the annual 5‑year strategic planning cycle, annual expense budget cycle, and ongoing forecast processes for assigned areas.
Coordinate with Central Finance on budget processes and timelines.
Conduct ad hoc analysis to identify drivers and impact of expense movements.
Work with accounts payable and procurement to process invoices and create POs as needed, while monitoring actual activity and accruing expenses accordingly.
Help identify potential expense savings through pro‑active analysis.
Support other analysts on the team by researching expense items throughout month‑end close.
Build out unit cost and productivity metrics for the Group Benefits business unit.
What you will bring with you
Ability to work with a diverse group of people.
Strong Excel and presentation skills.
Proficiency in or exposure to Essbase, Hyperion Planning, Tableau, and SAP or comfortable quickly learning new technologies.
Demonstrate ability to work in a deadline‑oriented environment managing multiple priorities and deadlines.
Ability to identify issues or opportunities and summarize data to present findings and recommendations.
Detail‑oriented and focused on accuracy.
Strong communication and interpersonal skills.
High level of integrity.
Bachelor's degree in finance or an equivalent quantitative field.
3+ years of Expense Management experience.
Knowledge of the insurance and financial services industry is a plus.
Salary $78,000 – $117,000
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Benefits
Generous vacation and sick time.
Market‑leading paid family, parental and adoption leave.
Medical coverage.
Company‑paid life and AD&D insurance.
Disability programs.
Partially paid sabbatical program.
401(k) employer match.
Stock purchase options.
Employer‑funded retirement account.
Flexible, inclusive and collaborative work environment that supports career growth.
EEO and Legal Statements We will make reasonable accommodations to the known physical or mental limitations of otherwise‑qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category Finance
Posting End Date 30/06/2026
#J-18808-Ljbffr