Teams at Sun Life Financial, Inc.

Manage planning, execution, and reporting of internal audit engagements for High Net Worth business. Develop audit programs, test controls, analyze results, report findings, lead client meetings, monitor remediation, assist annual audit planning, and participate in fraud investigations while building stakeholder relationships and improving audit approaches.

Designs and maintains conceptual, logical, physical, analytical, and dimensional data models supporting reporting, analytics, AI, and business decisions. Develops source-to-target mappings, transformation logic, data dictionaries, and integrated data assets. Profiles data sources, creates analytics tables, supports ingestion and transformation processes, and contributes to data quality, metadata, lineage, and governance. Collaborates with analysts, technology teams, and data platform teams to deliver scalable, reusable enterprise data solutions.

Leads strategic expense management for Private Wealth, including budgeting, forecasting, cost allocation, chargebacks, governance, controls, savings optimization, and financial transformation. Partners with global controllers, FP&A, procurement, and business leaders to provide insights, improve efficiency, automate processes, and integrate analytics or AI. Requires strong financial analysis, compliance, stakeholder management, and global collaboration skills.