AVP Financial Planning & Analysis

Sun Life • Wellesley, MA

1d

About The Position

The AVP, Financial Planning & Analysis (FP&A) – Dental is the senior finance leader responsible for end‑to-end financial planning, performance management, and decision support for Sun Life’s Dental business. This role partners closely with the Dental executive leadership team, Dental Finance & Actuarial, and U.S. Central FP&A to drive financial discipline, transparency, and value creation across a complex and regulated business. The role leads the Dental FP&A function, overseeing strategic planning, annual operating plans, forecasts, management reporting, and financial modeling to support business performance, growth initiatives, pricing strategy, and investment decisions. The AVP acts as a trusted advisor to senior leaders, translating financial results and analytics into clear insights and actionable recommendations.

Requirements

• Advanced financial analysis and modeling skills with the ability to synthesize complex data into executive‑ready insights.
• Strong understanding of insurance economics, with dental, health, or regulated financial services experience preferred.
• Proven ability to manage complexity, ambiguity, and competing priorities in a fast‑paced environment.
• Exceptional communication and executive presence, including comfort influencing senior leaders.
• Strong collaboration skills across finance, actuarial, operations, and business leadership.
• Advanced proficiency in financial systems, reporting tools, and presentation development (Excel, PowerPoint, analytics platforms).
• Bachelor’s degree or higher, specializing in mathematics, statistics, actuarial science, accounting, economics or corporate finance.
• 10+ years of progressive experience in FP&A, financial reporting, modeling, or strategic finance, preferably within insurance, benefits, or highly regulated financial services.
• Prior people leadership experience with demonstrated success developing teams.

Nice To Haves

• Professional designation (CPA, CFA, FSA/ASA) preferred.

Responsibilities

• Financial Results Management & Reporting Own the monthly, quarterly, and annual financial reporting for the Dental business, including results analysis, variance explanations, and executive‑level summaries.
• Lead the development and delivery of management reporting packages (e.g., KPIs, MBRs, QBRs, dashboards) to communicate performance and drivers of results.
• Partner with Dental Actuarial, Pricing, and Expense Management to analyze: Revenue and membership trends Product and client profitability Cost drivers, unit economics, and margin performance
• Serve as the primary liaison with U.S. Central FP&A and Controllers on Dental financial deliverables, accounting considerations, and reporting timelines.
• Respond to senior leadership and board‑level inquiries through structured analysis and clear recommendations.
• Strategic Plan, Annual Business Plan & Forecasting Lead the Dental financial planning process, including: Strategic Plan Annual Business Plan Forecast cycles and outlook updates
• Own and continuously enhance financial models, assumptions, and key drivers supporting these deliverables.
• Coordinate inputs and outputs across Dental leadership, Actuarial, Pricing, Expense Management, and Central FP&A.
• Prepare and present plan and forecast materials for executive leadership reviews.
• Identify opportunities to improve planning processes, forecasting accuracy, and communication of results.
• Strategic, Operational & Growth Analytics Provide financial leadership for strategic and operational initiatives, including: Growth strategies and client expansion Pricing and product development initiatives Client and channel economics Partnerships, acquisitions, and integration efforts
• Develop and challenge business cases, investment analyses, and ROI frameworks.
• Proactively identify risks and opportunities and partner with business leaders to course‑correct performance.
• Drive special projects and deep‑dive analyses aligned with Dental and U.S. strategic priorities.
• Leadership & Talent Development Build, lead, and develop a high‑performing FP&A team supporting the Dental business.
• Set clear objectives, provide coaching and feedback, and foster a culture of accountability, collaboration, and continuous improvement.
• Develop bench strength and future finance leaders within the organization.

Benefits

• At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
• Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.
• Enjoy a flexible, inclusive and collaborative work environment that supports career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive