Project Manager - Finance

Posted 2 Days Ago
Be an Early Applicant
17 Locations
Remote
Senior level
Fintech • Payments • Financial Services
The Role
The Project Manager will coordinate project status reporting, enhance project success and benefits realization, manage project risks, and work with various teams to ensure documentation of project benefits and costs. They will establish best practices for project management and track progress on benefits realization for the region.
Summary Generated by Built In

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:

Job description (heading) / Description du poste (titre)

  • Reporting to the AVP, Finance, Asia, this role will take part in the overall program management supporting the Program Leader, the roles requires: compiling business case, funding request, project status reporting, the maintenance of the program governance, and facilitate program-related communication across the region and maintaining overall cost tracking for the program. The role will be responsible for coordinating project status reporting across Asia, to Corporate and to business unit stakeholders, Corporate team and business unit partners to increase project success, benefits realization and manage project risk.

Preferred skills (heading) / Compétences particulières (titre)

  • Minimum bachelor’s degree and 6 to 8 years of relevant experience 
  • Chartered Accountant
  • Experience Project Manager 
  • Investment management Experience required.
  • Industry recognized project management certification would be beneficial, but not essential if candidate has extensive experience (Prince 2 or PMI).
  • Hands-on experience and training in Six Sigma, Lean, CMMI or other process improvement methodologies preferred. 
  • Expert level knowledge of MS Excel, MS PowerPoint, MS Project, and MS VISIO
  • Familiar with SFC applications 

Qualifications (heading) / Compétences (titre)

  • Qualified Chartered Accountant
  • Qualified Project Manager
  • Investment Management Background and experience gained.
  • Tableau dashboard and requirements gathering experience
  • Familiar with Legal entity setup and working with SFC submissions.
  • Familiarity with Investment IT projects within the financial services industry, and preferably within Investment Management.
  • Familiar with Fund accounting and Financial Products.
  • Project Management / Change Management skills and experience.
  • Good knowledge of functions of Change Management and Transformation, including experience of process definitions.
  • Communication skills, both orally and written, that create a positive impact with the ability to influence and direct people through structured dialogue. Ability to communicate across cultures to project teams and stakeholders.
  • Ability to utilise written skills to summarise working group/workstream progress into focussed senior stakeholder updates.
  • Comfortable in dealing with issues / situations which might be nebulous, intangible, or unstructured.
    Drives for change through a strong ability to influence business partners and execute ideas through to completion.

Responsibilities (heading) / Responsabilités (titre)

  • Coordinate and prepare project status reporting with a focus on actionable insights for the Regional senior management team to drive actionable goals and project objectives. Work closely with Regional Business Application team, Regional Finance, Business Teams, Actuarial, IT, Investment and ALM to ensure project benefits and costs are validated and clearly documented in the business cases for various milestones in the Program. 
  • Establish project management best practices, reporting tools and templates and track the progress of benefits realization accordingly for the region.
  • Carry out program governance activities including – advising on project deliverables from a program governance perspective, conducting project documentation spot check and project health checks, where necessary.
  • Monitor key projects to ensure successful implementation of the agreed scope within schedule and budget. Monitor, report, and escalate issues and risks appropriately. 
  • Participate in the planning and execution of strategic projects upon management request.
  • Maintain proper documentation of project information and deliverables for the Program, including capturing all work stream projects in Program Inventory with updated information.
  • Coordinate regular project management activities including – Asia governance meetings, BU training, and BU governance meetings.
  • Assess the performance and capability of processes and partner groups (throughput, cycle time, productivity, waste, etc.)
  • Participate in process improvement and transformation opportunities with a focus on going beyond an IFRS17 compliant target state.
  • Conduct Kaizen events and facilitate problem solving sessions with partner teams.
  • Deliver training sessions and provide coaching to partner teams
  • Navigate SL Finance processes such as budgeting and forecasting, funding requests, business case creation and cost control.
  • Ensure the program is compliant with SL policies and procedures as it relates to BAU Finance processes such as budgeting and forecasting, funding requests, business case creation and cost control.
  • Proactively manage the program participation in these processes through the early communication of timelines and deliverables, exercising quality control and highlighting any potential issues in a timely fashion. 
  • Advocate for the program in BAU Finance processes.
  • Advise and participate in program activities such as business case creation, LE creation, tool selections etc., as, and when Finance input is required.
  • Actively maintain knowledge of program activities to enable efficient and effective Finance participation in program objectives. 
  • Proactively devise strategies to de-risk program deliverables or enhance and expedite the program’s ability to meet its stated objectives. 
  • Support decision making by providing value-added cost analyses, projections, and scenario analyses.
  • Prepare reports using various visualization and data modeling methods

Job Category:

Project Management - Process

Posting End Date:

30/01/2025

Top Skills

Excel
Ms Powerpoint
Ms Project
Ms Visio
The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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