Portfolio Manager

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

Job Description:

Role Summary

The primary responsibility of this role is to manage business management practices and processes, within the Technology Strategy and Transformation team in Digital and Client Technology Solutions (DCTS).  The successful incumbent will develop strong working relationships within DCTS and partner closely with internal Finance. 

This role will work to understand business management objectives and identify requirements for successful planning and reporting.  The role requires self-direction, initiative, strong analytical and organization skills, excellent communication skills and keen attention to detail as well as advanced proficiency with Excel and information management approaches.

What you will do:

• Ensure the portfolio is managed as a business by leading and executing processes for planning, budgeting, financial management and reporting.
• Lead the development of supply and demand analytics, reporting, tools and processes, including time-tracking systems, demand planning tools and resource and portfolio management tools.
• Provide independent and objective governance and support for expense management and resource management to achieve targets.
• Develop and leverage models to analyze variance and trend based data to identify and communicate expense and project and portfolio performance and insight.   
• Intensify our customer focus through effective analytics and insight into services, providing operational metrics and reporting to show the value and cost of services provided.  Improve processes, data and delivery.
• Ensure effective cost recovery from clients, reviewing and revising and/or transforming the recovery model to provide better visibility and management of costs.
• Work closely with stakeholders to effectively align portfolio reporting requirements; Improve the processes, data and delivery of portfolio reporting
• Manage executive reporting, working with leaders to develop relevant metrics and highlight accomplishments

What you need to succeed:

• Strong financial acumen with good knowledge of business management practices and financial management skills and techniques.
• Experience with resource management tools such as Plan View is preferred.
• Proven analytical and advanced problem-solving skills to quickly get to root cause of any issue.
• Demonstrated ability to summarize and distill volumes of data into meaningful management reports.  Advanced proficiency level and experience with MS Excel is required.  Experience with Tableau is preferred.
• Motivated individual with initiative, capable of owning and driving assignments
• Demonstrated ability to influence and build rapport with colleagues to achieve outcomes through collaboration and partnerships.
• Excellent communication skills at all levels with clarity and precision (verbal and written) and the ability to interpret requests which are not always clearly defined.
• Excellent organizational skills and ability to prioritize wide range of tasks.
• Five+ years’ experience in an IT environment.

Education:

• University or other post-secondary education in a relevant field (Business/Commerce or Computer Science)

Assets:

• Ability to leverage technology to streamline processes, reporting and analytical support.

What’s in it for you:

• We’re honoured to be recognized as a 2024 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.
• Wellness programs that support the three pillars of your health – mental, physical, and financial
• The opportunity to move along a variety of career paths with amazing networking potential.
• As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office

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 [email protected].

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! Several 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.

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